Leave CR Adjustments- Leave Credit Calc Methods 2 & 4 {PLOP-13}

This option may be used to reduce Credit Balances for a Leave Type, where the Leave Type has been defined to calculate and credit the leave entitlement, using either Credit Calc Method '2' Monthly on Appointment date OR '4' Yearly on Appointment Date {PLCS-3}  

The Credit Balance may by reduced at the end of an Employee’s individual leave cycle or may be reduced X Number of Months after the end of the Employee’s individual leave cycle.

This program calculates the number of days to adjust the balance to the required number of days and when run in Update Mode, will create the Debit adjustment transaction for each Employee / Leave Type that meets the criteria defined in the Batch Prompts.  As there is no rollback functionality, it is recommended that this process is run in Trial Mode first, the data in the report validated and only then run in Update Mode.

Examples are where:

• The balance of a Leave Type should be set to 0 at the beginning of an employees leave cycle.
• The balance of a Leave Type may not exceed a certain number of days at the end / beginning of an employee’s Leave Cycle.
• Employees have X number of months to take leave after their leave cycle ends, thereafter the leave is forfeited, and the balance is reduced to zero

 {PLOP-4} Should be run to adjust leave types calculated using credit calc methods:

• '1' Monthly on the 1st of the month OR
• '3' Yearly on the 1st January

Please Note:

• It is important that all applicable leave credits and - debits up to the "Date of Adjustment" and the "Date up to which Leave Debits should be Included" have been entered before this option is executed. Entries made after this program was executed, but where the leave end date is prior to the Date of Adjustment will result in a balance that differs from the balance assigned by this program.

• Procedures:
• None