Time management > Leave - Absence > Annual leave > Leave initialization 

Use this function to create and/or update in mass the accumulated leave days of the Annual leave by employee records.

The creation of leave records by employee is mainly used when starting a payroll in the course of the year.
In that case, the value at the entered pay date of the annual total set up in the Annual leave periods function is retrieved.

Also use this function to perform a resynchronization between the number of accumulated days stored in the payroll history and the number stored in the annual leave by employee records.
In that case, the total value on the specified period of the monthly total set up in the Annual leave periods function is retrieved, with the possibility to reset to zero the records to be updated beforehand.

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    For a set of employees and a time event, the update mode for the Annual leave by employee records must be specified:

    Start in the course of the year with the pay date at which the value of the annual total must be retrieved.

    Resynchronization of the acquisition with the period on which the monthly total value must be totaled and retrieved by specifying whether the records must be reset to zero before the update.

    Entry screen

    Fields

    The following fields are present on this tab :

    Criteria

    • All companies (field ALLCPY)

    Select this checkbox to include all companies. To run this process for a single company, do not select this checkbox.

    Alphanumeric characters used to identify a company in a unique manner.
    It is possible to define one or several sites within the same company.
    It is possible to define a company as not being a legal company (then, it serves for reporting purposes only).

    • All sites (field ALLFCY)

    Select this check box to include all sites. To run this process for a single site, leave clear.

    This number is used to identify the site in a unique way.
    A site belongs to only one company.
    A site can represent a geographical location (plant, company, etc. ) or a responsibility center.

    SEEWARNING All operating management actions are carried out from a site.

    It is possible to associate a default site or one site per module for each user. Depending on the function being used, the default site is submitted automatically. It can be modified with another site which has been authorized for the user, according to this user’s authorizations.

     

    • All departments (field ALLSRV)

    If this box is checked, the processing is launched for all departments (otherwise, they have to be specified).

    This code is used to identify the service for which the processing must be launched. 
    You can assign a default service to each user.

    • All profiles (field ALLPRF)

    If this box is checked, the processing is launched for all profiles (otherwise, they have to be specified).

    This code is used to identify the employee profile for which the processing must be launched.
    You can assign a default profile to each user.

    This field defines the selection ranges of the registration numbers to be processed by the function.

     

    This code is used to identify the employee population for which the processing must be launched.

    • Other criterion (field CRI)

    You can select a criterion or enter a formula to complete the selection criteria.

    Event code of leave type to initialize.

    Start during the year

    • Start (field FLGSTR)

    Check when starting a folder during the course of the year.

    The number of accumulated and taken leave of the 'Annual leave by employee' records will be populated with the values of the annual totals set up in the 'Annual leave periods' function at the specified date.

    • Pay date (field DATPYR)

     

    Accrual

    • Update accrued days (field FLGRAZ)

    The number of accumulated leave of the 'Annual leave by employee' records will be populated with the values of the monthly total set up in the 'Annual leave periods' function at the specified pay period.
    This number of accumulated days can be reset to zero beforehand via the dedicated check box.

    Note: Contrary to the start in the course of the year, the number of leave days taken is not populated here.

    • Period start (field DATDEB)

     

    • Period end (field DATFIN)

     

    Close

     

    Error messages

    In addition to the generic error messages, the following messages can appear during the entry :

    Event type incorrect

    The event does not belong to the "Leave" time category.

    Tables used

    SEEREFERTTO Refer to documentation Implementation