[PR] How to Add Beginning Leave Balances

1. After setting up a leave code and assigning it to employees, open the PR Leave Entry form and create a new batch.

2. For each employee, enter:

   • Employee name

   • Leave code

   • Date (must be at least one day after the code’s reset date)

   • Type: A – Accrual

   • Amount: Total hours for the beginning balance

   • Description: e.g., “Beginning balance”

3. Once all employees are entered, go to File → Process Batch to post the batch.

4. Depending on your leave code setup, you may need to run Leave Code Reset afterward to zero out accrual limits or move balances into carryover.

Tip: Adding the beginning balance as an accrual may affect when an employee reaches their accrual limits for the year.

Entering Beginning Balances for Employee Leave Codes

Objective

This SOP outlines the steps to enter beginning balances for employees' leave codes in the payroll system.

Key Steps

Step 1: Create a Batch in PR Leave Entry 0:09

• Navigate to PR Leave Entry.

• Select Create a Batch.

• Enter the Employee and Leave Code.

• Input the Date for the entry.

Step 2: Enter Accrual Details 0:28

• Change the Type to Accrual.

• Enter the Accrual Amount.

• Add a brief Description of the entry.

Step 3: Save and Process the Batch 0:47

• Click Save to store the batch.

• Go to File, then select Process Batch.

• Click on Validate to check for errors.

• Finally, select Post to update the batch.

Step 4: Run Leave Code Reset 0:47

• Ensure that all leave activity occurs after the reset date.

• Proceed to run a Leave Code Reset to ensure proper calculation of balances and accruals.

Cautionary Notes

• Ensure that the reset date is correctly set to avoid discrepancies in leave balances.

• Double-check all entries for accuracy before posting the batch.

Tips for Efficiency

• Use templates for common leave codes to speed up the batch creation process.

• Regularly review and update leave codes to reflect any changes in company policy.

Link to Loom