How do I update leave levels for all employees?

Leave Levels

Run Update Leave Levels to update leave rates and advance the level to the future year for eligible employees. The options selected in the level rate setup will determine how and when the leave time that has accumulated at the leave rate will update.

When you run this routine, it will update leave level dates based on

the employee's eligibility for advancement, and
the employee's anniversary date, calendar year-end date, fiscal year-end date, hire date, or start date. If one of these dates occurs in the current pay period and the leave rate uses the date to adjust the leave carryover limit, the routine will update the employee's leave to follow the leave rate guidelines.

What if I calculate leave time without updating leave levels for all employees?

If you calculate leave time without updating leave levels for all employees, you may be calculating leave over the leave carryover limit that's set up on the leave rate. In this situation, the employee's leave balance may show more leave hours than it should show based on the leave rate properties.

Watch a video

See an example of running this routine to update employee leave levels (1m22s). [MP4]

Printing the update leave levels report

Before you update the leave levels, you may want to print the update leave levels report. The update leave levels report lets you set up the update leave levels settings to show you what will happen to the employee leave balances when you update leave levels without actually running the update. [More]

Updating leave levels for all employees

1. Open Connect Payroll > Organization > Update Leave Levels.

2. Use the Print menu to select Report or No Report.

3. Set up the selection criteria, select the leave pay codes, and then select the leave rates.

4. Click GO (CTRL+G).