AM - Negative Allocated Balance Report

GENERAL DESCRIPTION:

The Negative Allocated Balance Report identifies the employees who have negative vacation and legal holiday allocated balances and / or negative carryover balances. This report is scheduled to run after each payroll confirmation, but it can can also be run ad hoc if need be. It is a very long running report and is most useful if you limit the parameters.

PROCESS CONSIDERATIONS:
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PROCEDURE STEPS:

  1. Navigate to UW Absence Management Reports > Negative Allocated Balance Report

  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 for the Negative Allocated Balance Report. Then click "RUN" to proceed. 444444444444

    Report Request Parameters

    • As of Date: Enter the date as of which the report is to be run. 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. Leave blank for all the departments.
    • HR Status: Select this to run the report selectively for active or inactive HR status. Can select active or inactive status using the “9.2 search icon” icon. Leave blank for both the statuses.
    • Eligibility Group: Enter the eligibility group if you want to restrict the search to a particular eligibility group. Leave blank to run for all the eligibility groups. If you do not know the eligibility group, 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.
    • Union Code: When running a department level report, add the union code if desired. If left blank, the report will retrieve the reports or all the union codes at the department. If you do not know the union code, then you can search for it by clicking on the “9.2 search icon” icon.
    • Empl Class  – The following are the different employee classes for which the report can be run. Any combination of the classes can be used to run the report. Check "ALL" to run for all the Empl classes.

    Run

  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" when Run Status reads "Success" and Distribution Status reads "Posted". Click the yellow refresh button until it successfully posts.

    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 negative allocated balance report.

    View Log Trace

  10. The following is a Blank sample of the PDF version of "Negative Allocated Balance Report" for reference.

    Report

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



ADDITIONAL RESOURCES:

Related KBs:

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Related Links:
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    Keywords:Absence Management Reporting AM Leave balance reportnegative negative allocated balance report   Doc ID:31541
    Owner:Sandy R.Group:Human Resource System (HRS)
    Created:2013-07-10 14:41 CSTUpdated:2017-08-11 13:52 CST
    Sites:Human Resource System (HRS)
    Feedback:  1   0