[PR] When to run PR Leave Code Reset

Once the reset has been posted, you cannot post any usage or accruals prior to that date.

To ensure the available balances are correct at the start of a new payroll year, it is important to run your PR leave code reset on a consistent annual basis. It is important to complete this process in the correct order and with the correct date for the reset.

If you track monthly limits or weekly limits, you will need to reset the accruals based on those frequency periods in order to allow employees to continue to accrue from month to month or week to week.

Confirm you have processed and post all of your leave activity for the year/month/week before resetting your leave code to begin the new frequency period.

The reset date must be one day before any accrual or usage.

Note: "Reset Accrual Amounts to 0.00" and "Reset Available Balances to Carryover Limit" should be checked in order to clear our the employees accrual amounts for the previous year and reset their available balances to 0.00 or their designated carry over limit. Very rarely do we recommend NOT checking the Reset Available Balances box.

Caution:  Do NOT check the Delete box on the bottom of the form unless you truly need to delete a prior reset transaction. This is not a delete and replace option like in the Auto Leave Accrual and Usage form.  If you delete the reset transaction, the system will delete the reset dates from the PR Employee Leave form and require reentry of the last reset date from the previous year.