Introduction/Purpose:

The purpose of an employee leave accrual ledger is to track and manage leave balances. It records employee information, joining and exit dates, pay periods, credit and debit amounts for leave accrual and usage, leave allowances, and actions taken. The ledger ensures accurate leave calculations, facilitates compliance with policies, and enables effective leave management and decision-making.

Dependency to record Adhoc Earning/Deduction:

The following are the dependencies to record the Employee leave accrual ledger: 

• Employee Information: Accurate and complete employee information is a primary dependency. It includes details such as employee names, employee IDs or numbers, employment start dates, employment status, and any relevant employment contracts or agreements.

• Time and Attendance Data: A reliable source of time and attendance data is crucial for accurately recording leave accruals. This can be obtained from a time tracking system, attendance records, or any other mechanism used to track employee working hours.

• Leave Policies and Rules: Clear and well-defined leave policies and rules are necessary to determine how leave accruals are calculated. These policies should specify the types of leave available (e.g., vacation, sick, personal), eligibility criteria, calculation methods, carry-over limits, and any restrictions or special considerations.
  

How To Navigate

The navigation to record an Employee Leave Accrual Ledger in the HRMS system typically involves the following steps:

• Click on the main navigation icon which is located on the top right corner of the screen then click on the Payroll section which is located on the left side menus on the screen.

• Click on the Employee Leave Accrual ledger section which is located in the Transactions under Payroll. After clicking on this link you can navigate Employee leave Accrual ledger record Listing.

Listing:

The Employee Leave Accrual Ledger allows users to view the ledger record based on the filtration of the pay period.

The key features of the employee leave accrual ledger are:

• Export: Selected Records, Current Page records or All records can be exported by users with listed Columns or All Columns to a spreadsheet or other file format for further analysis or reporting.

• Skip:
  • The skip option allows the user to skip the wrong record or the record they want to skip and process another record. 
  • The user can individually skip the records of an employee or select multiple records. 
  • The Skip records are not calculated in salary payments.
  • Once the record is skipped the user can also add the record same record by clicking the “+” icon.

• “+” icon: On clicking “+” icon the user can add the skipped record.

• Recalculate:
  • On clicking the Recalculate icon, a pop-up message will be displayed to the user: “Are you sure want to recalculate?”
  • Along with the pop-up message, the user can perform the following actions:
    • Okay: This option allows the user to recalculate the employee leave accrual ledger record (if the user makes any changes, like skipping or adding the record).
    • Cancel: This option allows the user to cancel the recalculate option.

Recording & Update:

• Pay Period: The pay Period includes the time period for which the salary is being paid, typically a monthly or a biweekly period. The user has to select the pay period from the given dropdown, and then only the list of records will be displayed.