Initialize Leave Balance

Use the Initialize Leave Balance command to accrue leave for a leave type that wasn't included in the employee's leave policy election but for which the employee is entitled.

Initialize leave

If you're entering a new employee and you're still in the employee's record in the Staff Manager window, skip to step 6.

  1. Select Finance from the Module pull-down list on the top of the screen.

  2. Select Staff Manager from the HR menu, and that window opens.

  3. Click the Add/Find Staff link in the upper right corner, and the Find Staff window opens.

  4. Enter either a name, SSN, or birthdate, and click Search.

  5. Click the in the Search Results for the employee you want to edit, and the employee record opens.

  6. Click the Leave tab, and the Leave Bank window opens.

  7. Select the instructional period for which you want to initialize leave from the Leave for pull-down list. Note: If you need to create a carry-forward balance for a new employee, make sure you are initializing the balance for the prior school year.

  8. Click Initialize Leave Balance, and that window opens.

  9. Complete the fields as described.

  10. Click Save.

Return to Set Up Leave Bank for a New Employee

Return to Staff Manager Overview