[PR] How and when to use the PR Leave Entry Form

This form is a manual version of the PR Auto Leave Accrual/Usage form. It is used to post accruals or usage, but not recommended for resets.

Common Uses:

Accruals

• Adding new leave codes and beginning balances for employees.

• Entering balances for employees who become eligible mid-year.

• Correcting or adding hours to an employee’s available balance.

Usage

• Correcting vacation hours that were missed on a timecard.

• Adjusting beginning balances entered incorrectly after the posting month is closed.

Steps to Enter Data:

1. Open PR Leave Entry (PR Module → PR Leave Entry) and create a new batch.

2. Create a new sequence and enter:

   • Employee Number

   • Leave Code

   • Date (actual transaction date)

   • Type (choose from dropdown)

   • Amount (hours; can be negative to reduce balance)

   • Description (optional; appears in Employee Leave History Detail report)

3. Process and post the batch.

Notes & Tips:

• To reduce a balance, use a negative accrual or post usage.

• To fix usage in a closed month, you can use a negative usage or post new accrual (limits may need temporary adjustment).

• Accrual limits #1, #2, and available balance adjustment cannot be edited in this form.

• Leave transactions can be edited, changed, or deleted in the original posting month.

• Overrides to limits can be done in PR Employee Leave if needed, then removed after posting.