[PR] How to Add Beginning Leave Balances

After setting up a leave code and adding it to applicable employees, it is time to enter beginning leave balances.

1. Open the PR Leave Entry form and create a new batch.

2. Enter the Employee and Leave Code to which the beginning balance should be added and the date to which the hours should be accrued. Make sure the date is at least one day after the reset date used when setting up the code.

3. The Type should be A-Accrual, and the Amount would be the total hours needed for the employees beginning balance.

4. Enter a description - in this example "beginning balance" is used.

   

5. Once all employees are entered, go to File -> Process Batch and post the batch.

NOTE: Depending on your leave code setup once the beginning balances have been added you may need to run the Leave Code Reset, to zero out the Accrual limits and/or move the beginning balances into carryover, depending on your needs. Notice in the above screen shot we add the beginning balance as an accrual. If your using Accrual Limit # 1 and/or Accrual limit #2 this will affect when you reach the accrual limit for the current leave year.