AM - Comp Time Leave Balance Report

GENERAL DESCRIPTION:

This report is used to identify which University Staff employees have remaining comp time balances. It will include Comp Time and Comp Time Carryover. It can be run at any time to assist with payouts.

PROCESS CONSIDERATIONS:
  • N/A



PROCEDURE STEPS:

  1. Navigate to UW Absence Management Reports > Comp Time Leave Balances

    Find an Existing Value

  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.

    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

  3. Enter parameters for the Comp Time Leave Balance Report. There are the following 2 options to run the report:

    Option 1: Using Department / Union Code

    • Department:  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.
    • 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.
    • Calendar Group ID OR End Date:  The Calendar Group ID and End Date are used to specify the time frame for the report. The Calendar Group ID would generate a report only for particular pay period; while the End Date will generate a report up to the specified end date. If you do not know the Calendar Group ID then you can search for it by clicking on the “9.2 search icon” icon. You can select the End Date from the calendar icon next to the input field. 
    • Additional excel output (optional, if required):  If you additionally want the report to be generated in an excel format, select the check-box for the same.

    Option 2: Using Employee ID:

    • Empl 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.
    • Calendar Group ID OR End Date:  The Calendar Group ID and End Date are used to specify the time frame for the report. The Calendar Group ID would generate a report only for particular pay period; while the End Date will generate a report up to the specified end date. If you do not know the Calendar Group ID then you can search for it by clicking on the “9.2 search icon” icon. You can select the End Date from the calendar icon next to the input field. 
    • Additional excel output (optional, if required):  If you additionally want the report to be generated in an excel format, select the check-box for the same.

    Once the desired parameters have been entered, press the “Run” button.

    NOTE:

    1. Department / Union Code and Empl ID searches are mutually exclusive, which means that you can either run the report for Department / Union code OR employee ID, but not both simultaneously.
    2. Calendar group ID and End date search options are mutually exclusive, which means that you can either run the report using calendar group ID OR end date, but not both simultaneously.
    3. This report can be run for finalized or currently open calendars.

    Comp Time Leave

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

    Process Scheduler Request

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

    Process Monitor

  6. On this screen, look for your process instance and click "Details" when Run Status reads "Success" and Distribution Status reads "Posted". Click on the yellow refresh button until it is successfully posted.

  7. Process List

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

  9. Process Detail

  10. Locate the File List and find the PDF and excel file to view the comp time leave balance report.

  11. View Log Trace

  12. The following is a blank sample of the PDF version of "Comp Time Leave Balance Report" for reference. 

  13. PDF
  14. The following is a blank sample of the Excel version of "Comp Time Leave Balance Report" for reference.

    Excel

  15. 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:

  • N/A
Related Links:



    Keywords:Absence Management Reporting AM Leave balance report End of year leave balance report Comp Time Balance Comp Time Carryover   Doc ID:45097
    Owner:Sandy R.Group:Human Resource System (HRS)
    Created:2014-11-19 10:08 CSTUpdated:2017-08-11 14:18 CST
    Sites:Human Resource System (HRS)
    Feedback:  0   0