Leave Bank

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Leave Bank

This facility is used where an employee works additional hours that are not paid in overtime but added to leave in the form of a 'Leave Bank'.  This facility works in conjunction with the Time Control Module.

 

Tertiary Institutions

A facility has been introduced that allows for the banking of unused leave days at the end of the year.  The rules specify the maximum number of unused leave days that can be banked each year.  Any unused leave days exceeding this maximum is either forfeited or paid out in CILL.  

The rules also specify the maximum number of days that can be accumulated in the leave bank.

 

To setup the 'Tertiary' leave processing feature:

•Go to 'Setup', then 'Global Defaults'

•Select the 'Processing' Tab

•Place a tick in the 'Tertiary Institution Processing' checkbox

Leave - Tertiary Setup

 

•Then select the 'Leave' tab under 'Global Defaults'

•Notice that a 'Tertiary Institution Setup' tab has been created

•Press 'Insert' to add a rule

 

Leave Tertiary

tog_minus        Field Explanations

Staff Type

Select either 'Academic' or 'Non Academic'

Internal Grade

Select the internal grade that the rule applies to

Leave Type

Select the leave type that the rule applies to

Leave Entitlement

Enter the number of leave days that accumulate per annum

Days Carried Forward

Enter the maximum number of leave days that can be moved across to the leave bank at the end of the year.  The balance will either be forfeited or paid in Cash in Lieu of Leave (CILL) according to the setup on the 'General' tab (See below).

Maximum Days Accumulated

Enter the maximum number of days that can be accumulated in the leave bank

Leave Initialization

Specify when a new year commences for leave purposes

None

Indicates that there is no banking of leave days.  The 'Maximum Days Accumulated' would now apply to the leave balance rather than the leave bank.

Year End

Indicates that the leave initialization and banking of leave days will happen at when the year end procedure is done.

Anniversary of

Indicates that the leave initialization and banking of leave days will happen according to the selection made from the dropdown menu.

Tertiary Leave Initialization

 

Date

Indicates that the leave initialization and banking of leave days will happen at a specific date that is captured in the space provided.

 

Convert Excess leave to CILL

Leave - Convert excess to CILL

 

Employee Master - Leave Bank Balance:

To see the leave bank balance in the employee Master:

•Go to the 'Edit', then 'Employee Master' menu options

•Select the employee required

•Select the 'Balances' tab

 

Leave Bank Balance

 

Leave Bank Reports

To see the leave bank balance details in reports:

•Go to the 'View' then 'Leave' menu options.

•There are a number of leave bank reports that can be selected that show the information in 'Detail', 'Summary' or by 'Value'