AM - ALRA Eligibility/Election Summary Report

GENERAL DESCRIPTION:

Twelve-month faculty, academic staff, and/or limited employees with a 12-month appointment are eligible to bank into an Annual Leave Reserve Account (ALRA) after they have completed 10 or more fiscal years of continuous employment. Banking of leave comes from the vacation balance or the vacation carryover balance on June 30th. Beginning with the 11th fiscal year, an employee is “eligible” to bank up to 40 hours of vacation or vacation carryover. The option to bank vacation is offered immediately following the fiscal year in which an employee is eligible. Beginning with the 25th fiscal year, an employee is “eligible” to bank up to 80 hours of vacation or vacation carryover. The option to bank vacation is offered immediately following the fiscal year in which an employee is eligible. Example: If you complete 10 years of service anywhere between July 2016 and June 2017, you are “eligible” effective July 1, 2017. You will not be offered the election to bank until July of 2018.

Any hours placed in the Annual Leave Reserve Account (ALRA) do not expire and can be used at any time or paid out upon termination or retirement.

Employees should review their July Leave Report, it will indicate the employee's ALRA eligibility. The employee will need to complete the ALRA request section at the bottom of the July Leave Report to indicate he/she wants to place vacation time into ALRA. Employees utilizing ESS, will be allowed to entry their election directly on their Absence Request page.

The report contains all active employees that are eligible to bank Vacation to ALRA for this year. The report also indicates how much the employee has elected and it can be run multiple times: once for eligibility, and again for who has made an election.

If an employee has more than one employee record, all records will appear on the report. However, the amount of ALRA that the person is eligible to bank is not prorated between the records. For example: An employee with an ALRA counter of 140 has Empl Record 0 and Empl Record 1. The column ‘Max Avail ALRA Elig for Employee’ will show 40 hours for each record. In this case the employee is eligible to bank a total of 40 hours; the hours can be distributed between the two records as the employee elects.

The annual ALRA eligibility and election information will also included on the employees’ July Unclassified Leave Report.

PROCESS CONSIDERATIONS:
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PROCEDURE STEPS:

  1. Navigate to UW Absence Management Reports >ALRA Eligibility/Election Rpt

  2. If you have never created a Run Control ID:

    • Click Add a New Value and enter a run control ID (this can be your initials, name, or any other identifier you choose) and click Add button.

    Add a New Value

  3. If you have created a Run Control ID:

    • Either enter your Run Control ID and click Search or
    • Click Search and select your Run Control ID

    Find an Existing Value

  4. Enter parameters from above for the ALRA Eligibility/Election Summary Report. Then click "RUN" to proceed.

    Report Request Parameters:

    • Calendar Group ID: The Calendar Group ID is used to specify the time frame for the report. The Calendar Group ID would generate a report only for particular pay period.  If you do not know the Calendar Group ID, you can search for it by clicking the “9.2 Search Icon” icon.  SEE NOTE BELOW.
    • Department ID: Select this option if you want to run the report at the department level. If you do not know the department code, then you can search for it by clicking on the “9.2 search icon” icon.
    • Employee ID: If you wish to generate a report for a particular employee, then you should use this option. If you do not know the employee ID, then you can search for it by clicking on the “9.2 search icon” icon.
    • Additional Excel Output: If you additionally want the report to be generated in an excel format, select the check-box for the same.

    NOTE:

    1. Calendar Group ID:  It is recommended the report be run as of 7M calendar Group ID for the current year to get the Max Avail ALRA Elig.  If it is run for the ALRA Elected, it can be run after the entry is done.  Likely that would be 8M or 9M of the current year.
    2. Dept ID: You can either run the report for Department or Empl ID, but not both simultaneously. 
    3. Empl ID: you can either run the report for Empl ID or Department, but not both simultaneously.

    ALRA Election

  5. On the Process Scheduler Request page, make sure the check box is selected. Then click OK. You will return back to the original screen.

    Process Scheduler Request

  6. Click on the Process Monitor link to view the status of your report. This directs you to the Process List screen.

    Process Monitor

  7. On this screen, look for your process instance and click "Details" link when Run Status reads "Success" and Distribution Status reads "Posted". You may need to click the yellow refresh button until the process successfully posted.

    Process List

  8. On Process Details screen, click on the View Log/Trace hyperlink to check the output file.

    Process Details

  9. Locate the File List and find the PDF and excel file to view the ALRA Eligibility/Election Summary Report.

    View Log Trace

  10. The following is a Blank sample of the PDF version of "ALRA Eligibility/Election Summary Report" for reference.

    Report

  11. The report generated can be saved on a local computer or it can also be retrieved from HRS at a later time.



ADDITIONAL RESOURCES:

Related KBs:

  • N/A
Related Links:



    Keywords:Absence Management Reporting AM ALRA ALRA Eligibility Election Summary Report   Doc ID:31346
    Owner:Sandy R.Group:Human Resource System (HRS)
    Created:2013-07-02 09:35 CSTUpdated:2017-08-11 13:47 CST
    Sites:Human Resource System (HRS)
    Feedback:  0   0