Create a Rate-Based Leave Code

The following describes how to create rate-based leave codes.

  1. Enter an ID and description for the code in the Leave Code and Description fields, respectively.
  2. The Active check box is automatically selected when adding a new code. You can deselect this check box if needed; however, you must set the code to Active prior to assigning it to employees in PR Employee Leave.
  3. Enter a unit of measure in the UM field. Typically, this will be hours.
  4. Select an option from the Leave Balance Warning Level drop-down. This option determines how the system processes a leave entry batch. You can override this setting at the employee level by selecting an option from the the Leave Balance Warning Level drop-down on the PR Employee Leave form. 
Choose from one of the following:
    • Allowed w/Warning - If you select this option and the employee has a negative leave balance, with no other errors during batch validation, the system will displays an error message on the HQ Batch Control Error List report, butand you can then post the batch.
    • Allowed w/o Warning - If you select this option and the employee has a negative leave balance, with no other errors during batch validation, the system will not display an error message on the HQ Batch Control Error List report and you can then post the batch.
    • Not Allowed - If you select this option and the employee has a negative leave balance, the system displays an error message on the HQ Batch Control Error List report and then you will be unable to post the batch.
  5. Select the Rate of Earnings or Hours radio button in the Accrual Type section.The system disables the fields in the Fixed Accruals section.
  6. (Optional) Set primary and secondary accrual limits and reset frequencies in the Accrual Limit sections of the form.
    Note: When implementing leave codes on a new Vista™ by Viewpoint system, you should not specify accrual accumulation and available balance limitations until after you enter any balance forwards from your legacy system. For more information, see Implementing Leave Codes.
  7. (Optional) In the Available Balances section, enter a limitation and frequency for the code in the Limit and Reset Frequency fields, respectively.
  8. (Optional) Enter the amount of leave an employee can carryover into the next time-period (frequency) in the Carryover Limit field.
  9. Enter accrual and usage information on the Accrual/Usage Info tab. For more information, see Set Accrual and Usage Information, below.
  10. Save the record as normal.
Once you have created a leave code, you must assign it to applicable employees. You can do this by either manually adding it for employees (using the Employee Leave related grid tab or PR Employee Leave form), or by initializing employees (via the Initialize Employees button).

For more information about manually adding employees, see PR Employee Leave. For more information about initializing employees, see Initializing Leave Codes for Multiple Employees.