Leave balance inquiry
Use this function as current user to inquire:
- the value of your sequence numbers at a chosen date,
- the event detail which justifies the value of the sequence number for a chosen date.
Prerequisites
Refer to documentation Implementation
Screen management
Header
Fields
The following fields are present on this tab :
| This field is used to enter the employee's ID.
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| The contract number of the employee corresponds to one of his contract sequence number.
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| Select the pay date. By default this date is initialized to the current pay date. The current pay date is the maximum date possible. All entered dates are redefined to the closest inferior pay date. To select pay dates, click the Selection icon or the Calendar icon. |
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Tab Leave balance
Fields
The following fields are present on this tab :
Grid Selected employee
| This field displays the contract number of the employee. If the employee is multi-contract, all their contracts are displayed. |
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| Two years of balances are required:
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| Only the events set up in the Annual leave periods function, on the employee's company / contract and on years, will be processed. |
| Accumulated rights based on the chosen date = value of the payroll total including the number of accumulated days N-1 (example: 2009) and N (example: 2010 at the selected pay date. These total codes are set up in the Annual leave periods. The displayed rights are the rights known at the selected pay date. For example, if the date 30/09/2010 is selected and the pay has not been calculated since 31/08/2010, the displayed rights are those of the 31/08/2010. |
| Rights taken based on the chosen date = value of the payroll total including the number of days taken N-1 (example: 2009) and N (example: 2010 at the selected pay date. These total codes are set up in the Annual leave periods. The total of leaves taken is searched at the date identical to the pay date found for the total of rights. |
| This field displays the leaves requested and validated posterior to the chosen pay date. This corresponds to the number of days on pay dates posterior to the selected pay date, and included in the consumption period (even in the tolerance period). As long as the balance remains positive, the days meeting the search criteria are charged on the same year, or on the following year. The selection start range is the pay date found for the rights (in order not to have days not returned.) The excess of leaves requested and validated for a year is carried forward, when possible in the total of the leaves taken the following year, otherwise in the requested and validated leaves of the following year. |
| This field displays the requests in pending validation and posterior to the chosen pay date. This corresponds to the number of days 'pending' in the request management, chargeable on pay dates posterior to the selected pay date, and comprised in the consumption period (even in the tolerance period). As long as the balance remains positive, the days meeting the search criteria are charged on the same year, or on the following year. |
| This field indicates the number of remaining days to take. |
| Period on which the employee can take leaves. The Consumption start field is used to indicate the date from which leaves can be taken. |
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Tab $
Presentation
This tab displays the detail, by event and by year, of the leaves 'taken' for the line selected in the tab Leave balance. The leaves 'taken' are those taken and already included in the payroll for the previous months.
This tab displays a time detail and not a payroll total, unlike the column of the individual grid with all the events. It is thus possible to have fewer days than in the total time (hence the variance). The returned dates correspond to the leaves during the periods after the consumption start date and before the selected pay date.
The detail tabs return all the days beyond the first consumption date displayed for each event. Unlike the tab Leave balance, on the last year, the displayed days are not limited to the number of available days, in order not to hide the requested days in the inquired consumption / tolerance periods.
Fields
The following fields are present on this tab :
Taken
| Header displaying the information of the sequence number whose detail has been requested. |
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Grid Event detail
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Totals
| The day total is the sum of the Days column. |
| The variance is the difference between the Day total and the value of the sequence number whose detail has been requested. This variance can exist in the case of a start during the year: the sequence numbers have been initialized but not the time entry. |
Tab $
Presentation
This tab displays the detail, by event and by year, of the leaves 'requested validated' for the line selected in the tab Leave balance. The 'requested validated' leaves correspond to the leaves validated by the manager but not yet included in the payroll.
The detail tabs return all the days beyond the first consumption date displayed for each event. Unlike the tab Leave balance, on the last year, the displayed days are not limited to the number of available days, in order not to hide the requested days in the inquired consumption / tolerance periods.
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Fields
The following fields are present on this tab :
Requested validated
| Header displaying the information of the sequence number whose detail has been requested. |
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Grid Event detail
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Totals
| The day total is the sum of the Days column. |
| The variance is the difference between the Day total and the value of the sequence number whose detail has been requested. This variance can exist in the case of a start during the year: the sequence numbers have been initialized but not the time entry. |
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Tab $
Presentation
This tab displays the detail, by event and by year, of the leaves 'pending' for the line selected in the tab Leave balance. The 'pending' leaves are those requested and in pending validation by the manager.
The detail tabs return all the days beyond the first consumption date displayed for each event. Unlike the tab Leave balance, on the last year, the displayed days are not limited to the number of available days, in order not to hide the requested days in the inquired consumption / tolerance periods.
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Fields
The following fields are present on this tab :
Pending
| Header displaying the information of the sequence number whose detail has been requested. |
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Grid Event detail
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Totals
| The day total is the sum of the Days column. |
| The variance is the difference between the Day total and the value of the sequence number whose detail has been requested. This variance can exist in the case of a start during the year: the sequence numbers have been initialized but not the time entry. |
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