Employee Time Off Bank

Use this screen to maintain vacation, holiday and sick hours for the selected employee.

Fields/Buttons

Descriptions

Other entities

If cost centers are being used and multiple entities are set up for the employee. a hyperlink saying 'Other entities' (and the number of entities) displays and provides access to the Employee Entities page.

Only accrual codes set up in this screen will be used during pay cycles for the main company entity. Setup for other entities is done in the Entity-Specific Time Off Bank window in Employee Entities.

Vacation hours

Time off code:

Enter the employee vacation hours accrual code. This code must have already been entered in Vacation, Holiday and Sick Control Code Maintenance. The code is used to determine how many vacation hours may accrue each pay cycle. Press F4 to search and select from a list of valid control codes.

Bank balance:

To accept the vacation hours balance displayed, press Enter or enter the correct number of vacation hours. The vacation balance represents the current number of hours of vacation this employee has on account. It is possible to have a negative balance if more vacation is taken than the employee had earned. If the Set to zero anniversary? checkbox was selected on the Time Off Code Maintenance screen, the vacation balance will be calculated for the current year only based on the employee's anniversary date.

Year-to-date earned:

Press Enter to accept the employee vacation hours earned year-to-date, or enter the correct number of year-to-date earned vacation hours. This figure is updated by the system during Payroll Update, based on the accrual rate specified for this employee. The Maximum annual accrual amount of the selected time off code will appear to the right of this field.

Anniversary

Enter the four-digit anniversary date (MMDD) for the employee. This date will be used to calculate vacation hours accrual. If this field is left blank, the start of the calendar year will default instead.

History

Click this button to open the Time Off Log history window. Use this window to review all vacation hours activity for the selected employee.

Adjust Balance

Click this button to open the Time Off Bank Balance Adjustment window. Use this window to make adjustments to the time off balance and enter a reason for this adjustment (this field is required). You can also select whether this entry will adjust the total YTD earned amount.

Holiday hours

Time off code:

Enter the employee holiday hours accrual code. This code must have already been entered in Vacation, Holiday and Sick Control Code Maintenance. The code is used to determine how many holiday hours may accrue each pay cycle. Press F4 to or double-click on this field to select from a list of available control codes.

Bank balance:

To accept the holiday hours balance displayed, press Enter or enter the correct number of holiday hours. If the Set to zero anniversary? checkbox was selected on the Time Off Code Maintenance screen, the vacation balance will be calculated for the current year only based on the employee's anniversary date.

Year-to-date earned:

Press Enter to accept the employee holiday hours earned year-to-date or enter the correct number of year-to-date earned holiday hours. This figure is updated by the system during Payroll Update, based on the accrual rate specified for this employee. The Maximum annual accrual amount of the selected time off code will appear to the right of this field.

Anniversary

Enter the four-digit anniversary date (MMDD) for the employee. This date will be used to calculate holiday hours accrual. If this field is left blank, the start of the calendar year will default instead.

History

Click this button to open the Time Off Log history window. Use this window to review all holiday hours activity for the selected employee.

Adjust Balance

Click this button to open the Time Off Bank Balance Adjustment window. Use this window to make adjustments to the time off balance and enter a reason for this adjustment (this field is required). You can also select whether this entry will adjust the total YTD earned amount.

Sick hours

Time off code:

Enter the employee sick hours accrual code. This code must have already been entered in Vacation, Holiday and Sick Control Code Maintenance. The code is used to determine how many sick hours may accrue each pay cycle. Press F4 to search and select from a list of valid control codes.

Bank balance:

To accept the sick hours balance displayed, press Enter or enter the correct number of sick hours. If the Set to zero anniversary? checkbox was selected on the Time Off Code Maintenance screen, the vacation balance will be calculated for the current year only based on the employee's anniversary date.

Year-to-date earned:

Press Enter to accept the employee sick hours earned, year-to-date or enter the correct number of year-to-date earned sick hours. This figure is updated by the system during Payroll Update, based on the accrual rate specified for this employee. The Maximum annual accrual amount of the selected time off code will appear to the right of this field.

Anniversary

Enter the four-digit anniversary date (MMDD) for the employee. This date will be used to calculate sick hours accrual. If this field is left blank, the start of the calendar year will default instead.

History

Click this button to open the Time Off Log history window. Use this window to review all sick hours activity for the selected employee.

Adjust Balance

Click this button to open the Time Off Bank Balance Adjustment window. Use this window to make adjustments to the time off balance and enter a reason for this adjustment (this field is required). You can also select whether this entry will adjust the total YTD earned amount.