How do I add a leave level?

Leave time

A level is a charge, payment, or price fixed according to a ratio, scale, or standard. Use the options on the Levels tab to define the levels in the leave rate. For example, Jane's organization calculates 5.77 hours of leave for the first five years of employment. After six years, the employee moves to the second level that increases the leave rate to 7.70 hours.

In this Topic Hide

How do I add a leave level?

Before you get started

Adding a leave level that calculates based on a fixed amount

Adding a leave level that calculates based on a percentage

Changing the properties assigned to a leave level

Deleting a leave level

Before you get started

Adding a leave level that calculates based on a fixed amount

1. Open Connect Payroll > Organization > Leave Rates.

2. Use the field titled Rate Number to enter a leave rate. Press Enter.

3. Click to select the Levels tab.

4. Click to select the link titled Add a New Level.

The Level Number form displays the next available level number.

5. Click OK.

A blank form displays on the Level subtab.

6. Click to select the field titled Description to enter the name of the leave level.

7. Click to select the field titled Month to enter the number of months the leave level will calculate.

For example, some organizations use a leave level that calculates at a lesser rate for the first five years of an employee's employment period. The organization would enter 60 months to set up a leave level that calculates for five years.

8. Click to select the field titled Rate/Fixed Hours.

9. Enter the fixed hours.

10. Find the section titled Fixed.

11. Use the Accrual Frequency menu to select when to accrue the leave rate.

12. Find the section titled Monthly Period Numbers.

13. Click Modify.

The Pay Periods form displays.

14. Click to select the pay periods to accrue the leave rate and then click OK.

15. Click Save (CTRL+S).

The fixed amount leave level is saved.

Adding a leave level that calculates based on a percentage

1. Open Connect Payroll > Organization > Leave Rates.

2. Use the field titled Rate Number to enter a leave rate. Press Enter.

3. Click to select the Levels tab.

4. Click to select the link titled Add a New Level.

The Level Number form displays the next available level number.

5. Click OK.

A blank form displays on the Level subtab.

6. Click to select the field titled Description to enter the name of the leave level.

7. Click to select the field titled Month to enter the number of months the leave level will calculate.

For example, some organizations use a leave level that calculates at a lesser rate for the first five years of an employee's employment period. The organization would enter 60 months to set up a leave level that calculates for five years.

8. Click to select the field titled Rate/Fixed Hours.

9. Enter the percentage.

10. Find the section titled Percentage.

11. Click to select the field titled Max Hours for Calculation.

12. Enter the maximum number of hours allowed.

13. Find the field titled Pay Code Hours to Include in Calculation.

14. Click Select.

The Selection form displays.

15. Click to select the pay codes to include in the leave rate calculation.

15. Move the pay codes to the Selected Pay Codes list and then click OK.

15. Click Save (CTRL+S).

The percentage leave level is saved.

Changing the properties assigned to a leave level

1. Open Connect Payroll > Organization > Leave Rates.

2. Use the field titled Rate Number to enter a leave rate. Press Enter.

3. Click to select the Levels tab.

4. Click to select the leave level that you want to update.

5. Now, update the properties assigned to the leave level.

6. Click Save (CTRL+S).

The leave level is updated.

Deleting a leave level

1. Open Connect Payroll > Organization > Leave Rates.

2. Use the field titled Rate Number to enter a leave rate. Press Enter.

3. Click to select the Levels tab.

4. Click to select the leave level that you want to delete.

5. Click to select the link titled Remove the Selected Level.

The leave level is deleted. Remember, Payroll cannot delete a leave level with related transactions.