Create Leave Accrual Records for a Leave Type

You'll use the Manage Leave window to create accrual records for multiple employees who have the same leave type.

• You can also accrue leave for group leave types instead of for the whole leave type.

• Or accrue leave for a single employee in either the Leave Balances window or the Leave Type Details tab in Manage Employees.

It's possible to run this process multiple times. Re-running the process clears out the existing accrual transactions for the leave type while leaving balances untouched.

Create leave accrual records for a leave type

1. Select Manage Leave from the Leave menu, and that window opens.

2. Check the box for the leave type for which you want to create accrual records, and click Edit, or click the Leave link. The Edit Leave Type window opens.

3. Click Create Leave Accrual Records, and the Accrual Options popup opens.

4. Select the Accrual Option from the following:

• All eligible members of Employee Groups defined for this Leave Type

• All eligible members with existing accrual records for this Leave Type

• All eligible members without existing accrual records for this Leave Type

5. Click Create Leave Accrual Records. You're asked to confirm the action with the following message, "Are you sure you want to create new accrual records? This will overwrite any future accrual records of this leave type for the affected employees."

6. Click Yes, and you're notified that the process has been added to your job queue.

Return to Manage Leave Overview

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