Process Rate-Based Leave

Follow these instructions to process rate-based leave codes.

The instructions assume that you are following these procedures at the start of the reset date period (frequency) associated with the limits.
Note: Reset dates are associated with individual employees. The Last Date Reset fields in PR Employee Leave determine the start date for the limit frequency. For more information, see PR Employee Leave.
Note: If you have inactive leave codes at either the leave code level (in PR Leave Codes) or employee leave code level (in PR Employee Leave), the system skips accruals and usage for these codes during leave processing.
  1. Reset accrual limits and/or leave balance limits, as necessary, using PR Leave Code Reset. If you have not set limits on your leave code, you do not need to perform this step.
    Note: You may need to reset each option at different times, depending on the specified frequency for each one. For example, if the reset frequency for Accrual Limit #1 is monthly, you would run the reset for that accrual limit each month. At the same time, if you had an Available Balance Limit reset frequency of yearly, you would only run the reset for the balance once a year.
  2. Update usage and accrual information using PR Auto Leave Accrual/Usage. Typically, this is run once per pay period, to ensure that you have accurate leave records.
    Note: The system determines usage and accrual information based on either amount earned by the employee or the hours worked. See PR Leave Codes for more information.