Field

Description

Current Award

Award the employee works under.

Leave Calc Method

Method used to calculate leave for this award.

See Payroll Configuration - Leave Awards tab.

Full Time hrs/ day

How many hours per day an employee normally works. This figure is used to convert days to hours or vice versa if required.

Effective Leave Start Date

Date the employee commenced at your organisation.

Show Filters

Select to display the filters you can set.

In the example, the Show Filters field is selected and the filters are displayed.

The leave transactions in the grid are displayed according to the filters you set. For example, you can display transactions for a particular date range or just for a particular leave code.

Note: If you want more leave transactions displayed on the window, clear this field to free up the area used to display the filters.

Clearing this field will not change the filter settings.

Leave

Leave code.

Date Start

Date of the leave transaction.

Num Units

Number of units of leave in the transaction.

Note: Units can be shown as native units or as hours and days.

Balance

Remaining units of leave of that category.

Unit

Unit the leave is being measured in. For example, sick leave may be measured in days and long service leave may be measured in weeks.

Award

Award under which the leave is allocated.

Last Day

Last day of leave.

Note: Depending on your configuration, this may be the Last Day of leave, or the Date of Return. See Synergetic Financial Configuration - Payroll tab in the Finance manual.

Inc in Pay

Select to include the leave transaction in the employee's pay.

Sub Cat

Sub-category of the leave award code, if applicable.

Posting

Posting number of the employee payment.

Comment

Comments about the transaction.

Add a leave transaction. See Adding leave transactions.

Delete the highlighted leave transaction in the grid area.

Note: The leave transaction is permanently removed from history.

Reverse the highlighted leave transaction in the grid area.

Note: Another leave transaction is created to reverse the effect of the highlighted transaction. Both transactions remain in history.

Modify the details of the highlighted leave transaction in the grid area.

Clear the filter settings to display all leave transactions.

Note: This button is only active when filter settings have been used.

Field

Description

Entitlement Accrued

Clear to hide transactions where leave was accrued.

Leave Taken

Clear to hide transactions where leave was taken.

Adjustments

Clear to hide transactions where the entitlement balance was manually adjusted.

Set Balance at Date

Clear to hide transactions where the entitlement balance was manually set.

Field

Description

From

Select to only show transactions after the specified date.

To

Select to only show transactions before the specified date.

Field

Description

Show All

Select to show all leave codes.

Select Leave Code

Select a single leave code to display.

Field

Description

Show All

Select to show leave transactions from all postings.

Select Posting Number

Type in a posting number to show leave transactions from a single posting.

Field

Description

Native Units

Select to show all leave transactions in the units they were calculated in.

Hours and Days

Select to show all leave transactions in hours and days.

Grid Field

Description

Leave

Leave code.

Note: Leave of the same code accrued under different awards is aggregated into one balance.

Balance

Amount of leave of this type available to the employee.

Units

Unit the leave balance is displayed in.

Last Txn

Date of the last transaction for this leave code.

Last Units Added

Number of units added in the last transaction.

Last Accrued

Date that leave was last accrued.

Field

Description

Preview Date

Date to which the leave entitlement balance is calculated. Defaults to today's date.

Note: This field is only editable if Include all projected entitlement accruals to preview date is selected.

Project entitlements to preview date (FTE only)

Select to include the projected balance of entitlements that have accrued by the Preview Date.

Include manual transactions beyond preview date

Select to include any manually entered leave transactions that occur after the Preview Date.

Include leave codes with no accrual values

Select to include leave codes that do not accrue leave. For example, leave without pay.

Set the leave entitlement date.

Tip: Also use this to preview the staff member's leave as at a given date. Only today's date or dates in the future can be used.

View payroll leave award details for the highlighted record.

Refresh the Leave Entitlements grid.

Delete the selected entitlement.

Note: Entitlements with leave transactions attached cannot be deleted.

Clear the filter settings to display all leave entitlements.

Note: This button is only active when filter settings have been used.