Enables you to record entitlement units that have been bought or sold by an employee. This screen only records entitlement units and does not create any payroll payments or deductions - these must be administered separately if required.

In addition, you can record adjustments to an employee's entitlement, including negative values. For example, you can enter entitlements from a previous system to provide you with a history of employee entitlements. If you enter an entitlement line for a previous year which has entitlement remaining, this entitlement is not carried forward because the current entitlement has an adjustment type against it. For ACTUAL and ACCRUAL entitlement types, the entitlement is calculated from the day after the Transaction Date. However, if the transaction date is the same as the entitlement start date for ACTUAL entitlement types, the transaction date is included in the calculation.

Note: A T (Termination) type of transaction is automatically created when an employee is terminated to reduce their entitlement to zero.

Selection

Enter selection criteria in any of the following fields and click Search to display the matching entitlement transaction details in the paging area.

Assoc

This check box is only displayed if the Display Absence Type Indicator field in Leave Management System Parameters is set to 3. Select this check box to only display absence types that are associated with the employee's service conditions in the following field:

Absence Type

Select the absence type from the drop-down list for which you want to display entitlement transaction lines.

Post

Select the post for which you want to view entitlement transaction lines, by clicking window to display Employee's Post Selection.

Note: The posts available for selection are limited to the posts to which the current operator has access.

Buy or Sell

Enter B to display transaction lines relating to entitlement bought, S to display transaction lines relating to entitlement sold or blank to display all transaction lines.

Paging Area

B/S

Enter B to record entitlement units that were bought, S for entitlement units that were sold, A for adjustments or T for a termination adjustment.

Type

Enter the absence type to which the entitlement transaction relates, or select one from the drop-down list.

Post

Enter the ID of the post to which the entitlement transaction relates, or select one by clicking window to display Employee's Post Selection.

Once you have selected the post, Absence Entl Selection is displayed, where you can select the entitlement period to which this transaction relates.

Transaction Date

Enter the date when the entitlement transaction occurred. This date must be during the period between the entitlement's start and end dates.

Days, Hours

This field is not enabled for category and dual level type absences. Enter the number of entitlement units in days or hours that you bought or sold, or to adjust the employee's entitlement start value. If you adjust the employee's entitlement, they will still accumulate entitlement using the adjusted value as a new start point as of the Transaction Date.

Note: If the selected absence entitlement unit is days, you must complete the Days field, and if the entitlement unit is hours, you must complete the Hours field.

When you enter the entitlement units that are being bought or sold, the employee’s new total entitlement is compared with the absence parameter:

• Selling entitlement - the new total entitlement is checked to ensure that it is greater than the minimum requirement. A warning is displayed asking if you want to continue if it is less than the minimum requirement.
• Buying entitlement - the new total entitlement is checked to ensure that it is less than the global cap. A warning is displayed asking if you want to continue if it is greater than the global cap.

Additional

Click expand to display the following fields:

Post Start Date

Display only. The date when the employee started in the selected post.

Reason

Enter the reason code for the entitlement transaction, or select one from the drop-down list. The options are set up in the BSRSN narrative category.

Note: The following fields are only enabled for category or dual level type absences.

Cat1 Days, Cat 1 Hours

Enter the number of entitlement units in days or hours by which you want to adjust the employee's entitlement for the first category or dual level.

Cat2 Days, Cat2 Hours

Enter the number of entitlement units in days or hours by which you want to adjust the employee's entitlement for the second category or dual level.

MD195S12

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