Leave Credit Adjustments- Leave Credit Calc Methods 1 ,3 & 9 {PLOP-4}

This option may be used to reduce Credit Balances for a Leave Type to a fixed value at a date. Where the Leave type has been calculated using either '1' Monthly on the 1st of the month, '3' Yearly on the 1st January or ‘9’ Manual.

{PLOP-13} should be run for leave types calculated using credit calc methods '2' Monthly on Appointment date or'4' Yearly on Appointment Date.

The balance of a Leave Type should be set to 0 at the beginning of a year.
The balance of a Leave Type may not exceed a certain number of days.

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 may will result in a balance that differs from the balance assigned by this program.

User Selection	Prompt Text ^{* an item between square brackets [ ] is the default answer}	Type & Length	Comments
	This program will Adjust Leave Balances to a given value, where leave credits for the leave type are calculated using Credit Calc Method '1' Monthly (1st of month) & '3' Yearly (1st January) or '9' Manual
1	Supply first of a MAX. 10 Leave Packages or 'ALL'.	A2
2	Supply 1st of Max 10 Leave Types to Adjust or ALL'.	A3	The program will only consider Leave Types in Leave Packages that have a credit calc of '1' or '3' or '9' for ALL.
3	Supply Maximum Balance to Retain (9999.99).	N7	May not be less than zero.
	Only Leave Records with from and to Dates Earlier than Adjustment Date will be Used in Obtaining the Leave Balances
4	Supply Date of Adjustment	DD-MON-YYYY
5	Date up to which Leave Debits should be included.	DD-MON-YYYY	This may not be before the Date of Adjustment and will default to the Date of Adjustment if not entered. Leave Debits where the End Date is less than or equal to the Date entered here, will be used to determine the Leave Balance and therefore having a direct impact on the calculation of the adjustment days.
6	Supply Sort order for the Report (A)lpha / (N)umerically.	A1
7	Adjust In-Service Personnel Only “I” or A'?	A1	If only in-service personnel are adjusted, a balance will remain on the personnel not in service. It is recommended that ‘ALL’ is selected to ensure no leave balances remain on an employees leave records.outstanding. If not,if persons are reemployed by the institution, the existing unadjusted credits will be added to the new leave days credited, thus inflating the balance incorrectly.
8	Run in (T)rial or (U)pdate Mode	A1

Example:

Sort Order	Per	Comments
1	If User Selection Parameter 7 is "ALL", Personnel Members with a Resignation Date before the Date of Adjustment will be processed first.
2	Leave Package
3	Personnel Member (According to user selection parameter 6)

System Select
1	Personnel Members that are in-service on the Date of Adjustment If User Selection Parameter 7 is "A", Personnel Members with Resignation Date before the Date of Adjustment will also be included
2	For each Personnel Member, only Leave Types with credit balances at the Date of Adjustment where the Leave Balance is greater than the Maximum Balance to Retain.
3	As an example, where dates are set for: a) The Date of Adjustment’ set at, e.g. 31-DEC-XXXX, and b) Date up to which Leave Debits should be included’, e.g. 30-JUN-XXXX, in the next year. This will result in the number of days taken between a) and b) being deducted from a). Should there be a balance remaining after having deducted the number of days, the employee will forfeit those days.

Example:

Processing Rules
1	A Leave Debit transaction will be created for each Personnel Member / Leave Type that meets the criteria as detailed below: Leave Start Date is the Date of Adjustment Leave End Date is the Date of Adjustment The Comment is “ADJUSTMENT OF LEAVE BALANCE” The Number of Days is the number required to ensure that the Leave Balance is equal to the Maximum Balance to Retain The Leave Debits may be queried in Leave Records {PLOP-1} or viewed in report generated using Print Detail Leave Records {PLOPR1-1}.
2	The program does not make use of the Leave Cycle start date as maintained in the Leave Package Structure {PLCS-3}

Processing
Rules

A Leave Debit transaction will be created for each Personnel Member / Leave Type that meets the criteria as detailed below:

Leave Start Date is the Date of Adjustment
Leave End Date is the Date of Adjustment
The Comment is “*ADJUSTMENT OF LEAVE BALANCE*”
The Number of Days is the number required to ensure that the Leave Balance is equal to the Maximum Balance to Retain

The Leave Debits may be queried in Leave Records {PLOP-1} or viewed in report generated using Print Detail Leave Records {PLOPR1-1}.

The program does not make use of the Leave Cycle start date as maintained in the Leave Package Structure {PLCS-3}

Date	System Version	By Whom	Job	Description
18-May-2008	v01.0.0.0	Amanda Nell	t145486	New manual format.
16-Oct-2008	v01.0.0.0	Magda van der Westhuizen	t151711	Update manual: Language Editing: Juliet Gillies.
04-Nov-2008	v01.0.0.1	Allie de Nysschen	t154200	New development to include transactions with dates greater than the adjustment date.
02-Jan-2020	v04.1.0.0	Philip Patrick	t233877	More descriptive processing information added to the user manual.
18-Feb-2020	v04.1.0.1	Kerrylee Naidoo	t232756	Update Batch Prompts
12-Jan-2022	v04.1.0.2	Sanele Chiliza	t253076	Manual update to header and description as per task request