PeopleSoft Absence Management 9.1 PeopleBook

Transferring Leave Time

This chapter provides an overview of leave donation programs and discusses how to:

Define leave transfer entitlements
Set up leave transfers
Use leave donation self service requests
Manage leave donation programs
Process leave transfer transactions

Understanding Leave Transfers

A leave transfer program enables employees to donate their accrued leave hours to other employees, who have exhausted their own leave due to a qualifying emergency.

Managing leave transfer request programs consists of four major functions:

Program definition and page configurations.
Employee self service requests to donate leave, request leave, terminate participation, return unused leave, and view a request history.
Administrative actions that define program recipients, manage and approve employee self-service requests, adjust program bank balances, initiate payee requests and adjustments, and view transaction histories.
The Leave Transfer Process (GP_ABSLVDNPI ) Application Engine program processes all of the employee and administrator requests and inserts input data for Global Payroll core processing.

The following diagram illustrates the process flow and relationship of the pages used to configure and manage the leave transfer request process:

Leave Transfer Request Process

Defining Leave Transfer Entitlements

This section discusses how to:

Define new leave transfer entitlements
Modify originating entitlement accumulators

Defining New Leave Transfer Entitlements

In order to set up a leave donation program in PeopleSoft Absence Management, you must define at least two frequency-based entitlements: a donate entitlement and a receive entitlement. Use a numeric entitlement type for each of these entitlements and set the leave transfer entitlement as well as the corresponding auto-assigned accumulators to either increase or decrease the units of the respective originating entitlement as necessary.

Many programs consider all donations from a donor irrevocable. However, if your leave transfer program enables participants to return unused leave time back to the program or donor you must also create a return entitlement.

You must create a leave transfer entitlement for each originating, or eligible to be donated, entitlement. For example, if your leave transfer program enables donors to contribute time from both sick leave and vacation time, you must define donate entitlements, receive entitlements, and, if applicable, return entitlements for both sick leave and vacation time.

Each of the leave transfer entitlements you create uses

An Entitlement type of Numeric
A Balance accumulator using the BAL suffix
A Unit Adjustment component using the UNAD suffix.

Each leave transfer entitlement uses auto-assigned accumulators shown in the following tables:

For the Donate entitlement:

Element Name	Element Type	Accumulator Sign	Contribution
Donate Entitlement Units	Absence Entitlement	Add	100%
Donate_UNAD	Auto-assign	Add	100%

For the Receive entitlement:

Element Name	Element Type	Accumulator Sign	Contribution
Receive Entitlement Units	Absence Entitlement	Add	100%
Receive_UNAD	Auto-assign	Add	100%

for the Return entitlement:

Element Name	Element Type	Accumulator Sign	Contribution
Return Entitlement Units	Absence Entitlement	Add	100%
Return_UNAD	Auto-assign	Add	100%

In addition, depending on your current business rules, you must add the leave transfer entitlements to the appropriate existing absence element group, with the Eligibility Assignment of By Eligibility Group, or to a new element group created specifically for these entitlements. If you create a new element group, it must also be added to the appropriate eligibility group.

Modifying Originating Entitlement Accumulators

After leave transfer entitlements have been defined, the Balance accumulator of the eligible originating entitlement must be modified to include the new leave transfer entitlements, as shown in the following example:

The user has a leave donation program that allows employees to donate from their accrued vacation leave. There are three entitlements involved in this scenario:

Vacation is the eligible originating entitlement.
Donate is the new donation leave transfer entitlement.
Receive is the new entitlement for receiving leave donations.

In addition, the two new leave transfer entitlements have new corresponding accumulators.

In order for the leave transfer program to work properly, you must add the following element members to the Vacation entitlement Balance accumulator:

Element Name	Element Type	Accumulator Sign	Contribution
Donate Entitlement Units	Absence Entitl	Subtract	100%
Donate_UNAD	Auto-assign	Subtract	100%
Receive Entitlement Units	Absence Entitl	Add	100%
Receive_UNAD	Auto-assign	Add	100%

Setting Up Leave Transfers

This section discusses how to:

Define leave transfer programs
Define leave program entitlements
Define leave program board members
Configure leave transfers
Specify leave transfer recipients

Pages Used to Set Up Leave Transfers

Page Name	Definition Name	Navigation	Usage
Leave Program Definition	GP_ABS_LVDN_PRG1	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Absence Management, Leave Program Definition	Define the parameters for a leave transfer program.
Leave Program Entitlement	GP_ABS_LVDN_PRG2	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Absence Management, Leave Program Definition, Leave Program Entitlements	Use this page to define the entitlement parameters for a leave transfer program
Leave Program Board Members	GP_ABS_LVDN_PRG3	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Absence Management, Leave Program Definition, Leave Program Members	Use this page to define the board members of a leave transfer program
Leave Transfer Configuration	GP_ABS_LVDN_CFG	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Absence Management, Leave Transfer Configuration	Used this page to define whether or not to display agreement and compliance confirmation as well as which, if any, leave reasons can be selected when submitting requests to receive leave.
Leave Transfer Recipients	GP_ABS_LVDN_RCP	Global Payroll & Absence Mgmt, Payee Data, Leave Donations, Leave Transfer Recipients	Use this page to specify the eligible recipients for a leave transfer program.

Defining Leave Transfer Programs

Access the Leave Program Definition page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Absence Management, Leave Program Definition).

Leave Program

Displays the name of the leave transfer program.

Unit Type

Select the time units for the leave transfer program, either hours or days.

Leave Program Category

Indicate how hours contributed to the leave transfer program are allocated.

Select Individual to enable contributors to specify a recipient for the contributed hours.

Select Bank when the contributed hours for this program are held in a single pool of hours.

Leave Program Type

Specify whether the leave transfer program is ongoing or has been created for a specific event.

Select Emergency if the leave transfer program is established to respond to a specific emergency or crisis.

Select Voluntary to establish an ongoing, voluntary leave transfer program.

Begin Date and End Date

Enter the start and end dates for the leave transfer program. For ongoing programs, leave the End Date field empty.

Target Donation Hours

Specify the number of accrued hours desired for the leave transfer program. This is typically specified for emergency leave transfer programs.

Contribution Type

Specify whether contributors can make recurring contributions to the leave transfer program.

Select One-Time to enable contributors to make a one-time donation of hours.

Select Recurring to enable contributors to regularly donate hours to the leave transfer program. For example, contribute hours every pay period.

Program Balance Limits

Minimum Hours	Enter the minimum number of hours to maintain in the leave transfer program. The system will not disperse any hours unless the number of available contributed hours is greater than this number.
Maximum Hours	Enter the maximum number of hours to maintain in the leave transfer program. The system stops accruing contributions from all employees when the value in this field is reached or exceeded.

Payee Contribution Limits

Frequency	Indicate how often employees can contribute to the leave transfer program. The valid values are: Monthly Quarterly Annual
Minimum Hours	Enter the minimum number of hours each employee can contribute to the leave transfer program for each recurring contribution. For example if the Frequency is Monthly and you enter a value of 10 for the Minimum Hours field, then each employee that contributes to the leave transfer program must donate at least 10 hours of leave time each month.
Maximum Hours	Enter the maximum number of hours that each employee can contribute to the leave transfer program for each recurring contribution. This prevents employees from donating more hours than they regularly receive from the company.
Ceiling Limit	Enter the maximum contribution a single employee can make to a program over the duration of the leave transfer program, as specified by the program begin and end dates. The system will not accumulate any contributions from an employee once his or her donations reach this amount.

Return of Unused Leave

Allow recipient to return unused leave

Select this check box to enable a recipient to return unused hours to the contributors. Selecting this field enables you to specify the Usage Allocation Method. The system calculates the number of leave hours that should be returned to each contributor based on the Usage Allocation Method specified. When this field is selected, the system verifies that a return entitlement has been defined and associated with the originating element.

Usage Allocation Method

The fields in this region are only active when you select the Allow recipient to return unused leave check box and the Leave Program Category is set to Individual.

When you select Weighted Average, the system calculates the usage of donated hours based on the total number of hours donated to an individual, against the amount of each contributor's donated time to that individual when an approved request is processed.
Select FIFO to use the leave time contributed to the program in the order the hours were received.

The scenario shows the difference in calculation between the two usage allocation methods. In this example, three donors have contributed a total of 45 hours to the leave transfer program and the recipient uses 15 of those donated hours. The recipient then enters a leave return request for the remaining hours. The following table describes the individual contributions and distribution of contributed hours using the two different usage allocation methods:

Donor	Donation Date	Donated Hours	Percentage of the Total Hours (Individual Donation / Total Donations)	Usage Allocation: FIFO Method	Usage Allocation: Weighted Average (Hours Used * Percentage of Total Hours)
A	January 1	10	22%	0	6.6
B	February 1	15	33%	10	9.9
C	March 1	20	45%	20	13.5
TOTALS		45 Hours		30 Hours	30 Hours

In this example, Donor C contributed 20 hours to the leave transfer program, but was the last donor to contribute. The 20 contributed hours represents 45% (20 hours / 45 hours ) of the hours in the leave transfer program at the time the recipient's request was processed. Using the FIFO method, the hours contributed by Donor C would not be used, since the hours donated by the other contributors were sufficient to cover the requested and returned number of hours. Using the Weighted Average allocation method, Donor C contributes 45% of the recipient's requested hours, or 13.5 hours (30 hours returned * 45%.)

Defining Leave Program Entitlements

Access the Leave Program Entitlements page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Absence Management, Leave Program Definition, Leave Program Entitlement).

Use this page to define the eligible entitlements that may be donated to the leave transfer program. The eligible entitlements are then associated or linked with the defined donate entitlement, receive entitlement, and return entitlement. The association between eligible entitlements and the target entitlements is a one to one relationship.

Note. After running the first leave transfer process for a leave transfer program definition, you cannot make changes to the program definition other than to change the status to Inactive. If the parameters of a leave transfer program change, then you must define a new leave transfer program.

Eligible Entitlement	Enter an active, eligible, entitlement. You can specify one entitlement.
Target Donate Entitlement	Enter the donate entitlement that participants can use to donate leave time, such as a vacation donation entitlement, or a sick leave donation entitlement.
Target Receive Entitlement	Enter the receive entitlement for participant leave donations.
Target Return Entitlement	Enter the return entitlement, if any, that is used to return unused leave time back to the donor or leave transfer program.
Allow donor to terminate participation in program	Select this field to enable a donors to terminate their participation or enrollment in the leave transfer program
Allow donor to automatically be an eligible recipient in program	Select this field to enable an approved donor to also be an eligible recipient of the leave transfer program. When this check box is selected, approved donors are automatically added to the list of leave transfer recipients.
Approval Process ID	Enter the ID associated with a particular approval process definition in the Approval Workflow Engine. Each transaction registered with the Approval Workflow Engine must have at least one defined process ID.
Approval Definition ID	Enter the definition of the approval process within the Approval Workflow Engine. The definition can contain stages, paths, steps, varying hierarchies, and criteria, as well as other configurable parameters.

Defining Leave Program Board Members

Access the Leave Program Board Members page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Absence Management, Leave Program Definition, Leave Program Members).

Enter the full name and email address for each board member.

Configuring Leave Transfers

Access the Leave Transfer Configuration page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Absence Management, Leave Transfer Configuration).

This page controls some of the fields displayed on the self service requests pages. You can specify whether to r or not to display agreement and compliance confirmation. ·

Require Acceptance of Donation Requests	Select this field to require users to agree to the terms of the leave transfer program on the Request to Donate Leave page before a request to donate leave can be submitted.
Leave Reason	Define which leave reasons can be selected when requesting a donated leave transfer. The valid values are: Disability, Other, Paid Leave, Waiting Pd
Require Acceptance of Recipient Requests	Select this field to require users to agree to the terms of the leave transfer program on the Request to Receive Donated Leave page before a request to receive leave time can be submitted.
Require Acceptance of Termination Requests	Select this field to require users to agree to the terms of the leave transfer program on the Request to Terminate Participation page before a donor can end his or her participation in a leave transfer program.

Specifying Leave Transfer Recipients

Access the Leave Transfer Recipients page (Global Payroll & Absence Mgmt, Payee Data, Leave Donations, Leave Transfer Recipients).

Use this page to define the recipients for a leave transfer program.

Begin Date and End Date	Enter the dates that a recipient in the leave transfer program is eligible to receive leave time from the program.
Comments	Click to open the Comments page. The Comments page enables an administrator to enter information such as an explanation of why a recipient is eligible to receive donated leave time.

Using Leave Donation Self Service Requests

This section discusses how to use self service pages to:

Donate available leave time
Receive donated leave time
Return unused leave time
End participation in a leave donation program
View leave donation request history

Pages Used to Donate and Receive Leave Time

Page Name	Definition Name	Navigation	Usage
Request to Donate Leave	GP_ABS_LVDN_SSDON	Self Service, Leave Transfer Requests, Donate Leave Request	Donate leave time to an eligible employee or to a leave bank.
Request to Receive Donated Leave	GP_ABS_LVDN_SSRECV	Self Service, Leave Transfer Requests, Receive Donated Leave Request	Request donated leave from a leave program for yourself or on behalf of another employee
Request to Return Unused Leave	GP_ABS_LVDN_SSRETN	Self Service, Leave Transfer Requests, Return Unused Leave Request	Return unused donated leave to the donors or a leave bank.
Request to Terminate Participation	GP_ABS_LVDN_SSTERM	Self Service, Leave Transfer Requests, End Participation Request	Used to terminate recurring participation or enrollment in a leave transfer program
Leave Transfer Requests History	GP_ABS_LVDN_EEHIST	Self Service, Leave Transfer Requests, Leave Transfer Request History	Enables employees to view the history and status of their leave donation requests and edit any saved requests.

Donating Available Leave Time

Access the Request to Donate Leave page (Self Service, Leave Transfer Requests, Donate Leave Request).

Description

Enter the name of an active leave transfer program.

Category

Displays how hours contributed to the selected leave transfer program are allocated. Leave time is donated either to an individual or a leave bank.

Type

Shows whether the selected leave transfer program is ongoing or has been created for a specific event. Valid values are Voluntary or Emergency.

Contribution Type

Shows whether contributors can make a single contribution or recurring contributions to the selected leave transfer program.

Unit Type

Displays the time units for the selected leave transfer program, either hours or days. The names of other fields on this page may change to reflect the displayed Unit Type.

Frequency

Displays how often employees can contribute to the selected leave transfer program.

Ceiling Limit

Displays the maximum contribution a single employee can make to the selected leave transfer program.

Minimum

Displays the minimum number of hours an employee can contribute to the selected leave transfer program for each recurring contribution.

Maximum

Displays the maximum number of hours an employee can contribute to the selected leave transfer program for each recurring contribution.

From Entitlement

Select the entitlement plan to receive your donated time. You can only select entitlements that have been defined at the program definition level. For example, select from vacation time or available sick time any hours or days you want to donate to the selected leave transfer program.

Balance

Click to access the current Balance Inquiry page to view your accrual balances, including the leave transfer entitlement balances for defined donated, received, and returned entitlements.

Days to Donate

Enter the amount of time you want to donate to the selected leave transfer program. The name of this field changes toHours to Donate when the Unit Type is set to Hours.

Recipient Type

Select the of individual that is receiving donated leave time. This field is not available when the Category is set to Bank. Valid values are: Employee and Other. Selecting Employee enables you to enter a value in the Name field.

Name

Enter the name of the individual leave transfer recipient.

Details

Click to enter information regarding donations between agencies on the Details page.

Agreement and Compliance

Select the check box in this region to agree to the terms of the leave transfer program. You cannot submit the request to donate leave time until the check box in this region is selected. You do not need to select the check box in this region when you click the Save for Later button.

Receiving Donated Leave Time

Access the Request to Receive Donated Leave page (Self Service, Leave Transfer Requests, Receive Donated Leave Request).

This page enables a user, or their proxy, to request donated leave hours from a leave transfer program with a Bank program category. This request needs to be approved by a leave transfer administrator.

Note. Leave transfer programs that use the Individual program category do not require a request to receive donated leave.

Enter the leave transfer program name in the Description field. The system automatically populates the other fields in the Donation Program region.

Recipient	Select Other Employee if you are requesting leave time for another employee. You must enter the name of the employee in the Recipient Name field. Select Self if you are requesting leave time for yourself. The Recipient Name field is not available when you request leave time for yourself.
Start Date and End Date	Enter the start and end dates for the requested leave time.
Days Requested	Enter the amount of donated leave time requested for the specified employee. The name of this field changes to Hours Requested when the Unit Type is set to Hours.
View Balances	Click to access the current Balance Inquiry page in order to view the specified employee's accrual balances, including the leave transfer entitlement balances for defined donated, received, and returned entitlements.
This is a Recurring Occurrence	Select to indicate an ongoing condition. This field is informational only.
Reason	Select the reason for this leave request. The available choices are defined on the Leave Transfer Configuration page.
Agreement and Compliance	Select the check box in this region to agree to the terms of the leave transfer program. You cannot submit the request to receive donated leave time until the check box in this region is selected. You do not need to select the check box in this region when you click the Save for Later button.

Returning Unused Leave Time

Access the Request to Return Unused Leave page (Self Service, Leave Transfer Requests, Return Unused Leave Request).

This page enables a leave recipient to return any unused leave time back to the donors or the leave transfer program.

Enter the leave transfer program name in the Description field. The system automatically populates the other fields in the Donation Program region.

Unused Days to Return

Displays the amount of unused leave time that the system is to return. The system returns the lesser of the target balance accumulator (RECIEVE_BAL) or the current leave balance of the originating entitlement.

When the request has been processed, the name of this field is Unused Days Returned.The name of this field changes to Unused Hours to Return or Unused Hours Returnedwhen the Unit Type is set to Hours.

Ending Participation in a Leave Donation Program

Access the Request to Terminate Participation page (Self Service, Leave Transfer Requests, End Participation Request).

This page enables a donor to end his or her participation in a banked leave program where the donation occurs on a recurring basis.

The system does not return any donated leave time when an employee ends his or her participation in a leave transfer program. The return of unused leave time is set up at the program definition level and is controlled by the Request to Return Unused Leave page. Termination of enrollment occurs during the next available calendar run after the termination request has been approved.

Note. Terminating leave program participation and returning unused leave time are auto-approved requests. The system automatically approves these requests without input from a program administrator.

Enter the leave transfer program name in the Description field. The system automatically populates the other fields in the Donation Program region.

Termination Date	Displays the current date. This date indicates the effective date to end participation in the leave transfer program. The recurring donation stops during the next available open calendar run.
Agreement and Compliance	Select the check box in this region to agree to the terms of the leave transfer program. You cannot terminate you participation in the leave transfer program until the check box in this region is selected. You do not need to select the check box in this region when you click the Save for Later button.

Viewing Leave Donation Request History

Access the Leave Transfer Requests History page (Self Service, Leave Transfer Requests, Leave Transfer Request History).

This page enables an employee to view, track, and edit any outstanding leave donation program requests.

Begin Date and End Date

Enter the date range to manage and click the Refresh button to limit the list of dates displayed in the Request History region. Retrieve a complete history by leaving the Begin Date and End Date fields empty and clicking the Refresh button

Submit Date

Displays the date that leave time was received from or donated to a leave transfer program.

Request Type

Displays the type of request. Donate indicates that you requested a donation to the leave transfer program specified in the Leave Program Name field. Receive indicates that the system received a request to receive donated leave time. Click on each value in the Request Type column to display the details of the request.

Workflow Status

Displays the status of the request. Values are:

Saved

Submitted

Approved

Denied

Cancelled

Push Back

Indicating that the request needs rework.

Error

Indicating that the request has an error and the user should contact the leave program administrator.

Fnl Apprvl (final approval)

Indicating that the request is awaiting final approval.

Apprvl Prc (Approval Process)

Indicating that the request is in the approval process.

Admin Proc (administrator processing)

Indicating that the administrator is processing the request.

The values in the Workflow Status field are derived from the Absence Management table values, rather than from the Approval Workflow Engine (AWE) status values.

Process Status

Displays the process status of the request. Values are Processed or Unprocessed.

Edit

Click to edit the original request. Approved requests are not available for editing.

Managing Leave Donation Programs

This section describes how to:

Manage and approve leave donation requests.
Adjust leave program balances.
Initiate requests.
View leave transfer transactions history.

Pages Used to Administer Leave Transfer Programs

Page Name	Definition Name	Navigation	Usage
Manage and Approve Requests	GP_ABS_LVDN_APPROV	Global Payroll & Absence Mgmt, Payee Data, Leave Donations, Manage and Approve Requests	Manage and approve leave donation requests.
Adjust Leave Program Balances	GP_ABS_LVDN_ADJ	Global Payroll & Absence Mgmt, Payee Data, Leave Donations, Adjust Leave Program Balances	Allocate leave time to one or more employees from a leave transfer program and transfer hours in or out of a leave transfer program and adjust the leave program bank balance.
Initiate Requests	GP_ABS_LVDN_INIT	Global Payroll & Absence Mgmt, Payee Data, Leave Donations, Initiate Requests, Initiate Requests	This page enables a program administrator to initiate requests on behalf of employees.
Leave Transfer Transactions	GP_ABS_LVDN_TRANS	Global Payroll & Absence Mgmt, Payee Data, Leave Donations, View Transaction History	View Transaction History

Managing and Approving Leave Donation Requests

Access the Manage and Approve Requests page (Global Payroll & Absence Mgmt, Payee Data, Leave Donations, Manage and Approve Requests).

Use this page to edit existing requests to receive or donate leave time or to approve, deny, or push back one or more requests at one time.

The fields in the Selection Criteria region enable you to limit the number of entries displayed in the Request History region of the page.

Request Type

Select a value to filter the displayed entries in the Request History region based on the type of request.

Select one of the following values:

Adjust.
Donate to select requests to donate leave time.
Receive to select requests to receive donated leave time.
Return to select requests to return unused leave time.
Terminate to select requests to terminate participation in a leave transfer program.

Workflow Status

Select a value to filter the displayed entries based on the status of the request.

Select with Matching Criteria

Click this button to populate the Request History region of the page based on the specified selection criteria.

Adjusting Leave Program Balances

Access the Adjust Leave Program Balances page (Global Payroll & Absence Mgmt, Payee Data, Leave Donations, Adjust Leave Program Balances).

The Adjust Leave Program Balances page enables a leave transfer program administrator to handle exceptions, such as adjustments and write-offs. This page enables a program administrator to make adjustments to participating employees' balances. For example, an administrator can allocate time from a program bank to one or more individual employees.

Available Program Balance

Displays the available hours in the selected leave transfer program at the time of the last Leave Transfer Transaction process.

Adjust Bank Balance

Use the fields in this region to make manual adjustments to a leave transfer program balance for programs that have a leave program category of Bank. Indicate the number of hours to add or subtract from the bank balance, and any supporting comments related to the adjustment.

Adjustment Hours

Enter the number of hours to add or subtract from the balance of the specified leave transfer program. Use negative numbers to indicate hours that should be subtracted from a leave transfer program.

Adjust Individual Balances

Use the fields in this region to manually adjust a leave transfer program that uses the Individual leave program category.

Target Entitlement	Enter the entitlement plan that you want to adjust. You can only select entitlements that have been defined at the program definition level.
Adjustment Date	Enter the date of the adjustment in this field. The administrator can enter a date in the future for the adjustment to occur, as long as the date is prior to the end-date of the leave donation program.
View Employee Balances	Click to access the current Balance Inquiry page for the specified employee, including the leave transfer entitlement balances for donated, received, and returned entitlements.

Initiating Requests

Access the Initiate Requests page (Global Payroll & Absence Mgmt, Payee Data, Leave Donations, Initiate Requests, Initiate Requests).

This page enables a program administrator to initiate requests on behalf of employees. For example, in cases where recipient employees may not be available to submit a request for leave time, an administrator may initiate a request on behalf of an employee.

Request Type	Select the request type to adjust or initiate for the specified employee. Values are: Adjust, Donate, Receive, Return, and Terminate.
Hours	Enter the number of hours to add or subtract from an individual’s entitlement balance. Use negative numbers to indicate hours that should be subtracted from an individual's leave balance. You cannot enter a value greater than the available program balance.
View Details	Click to access a page with detailed information based on the specified request type. The Details page displays different employee data and information based on the following request types: Selecting Donate displays employee data and information from the Leave Contribution region of the Request to Donate Leave page Selecting Receivedisplays employee data and information from the Leave Time Request region of the Request to Receive Donated Leave page. Selecting Return displays employee data and information from the Return of Unused Leave region of the Request to Return Unused Leave page. Selecting Terminate displays employee data and information from the Terminate Program Participation region of the Request to Terminate Participation page.
View Balances	Click to access the current Balance Inquiry page for the specified employee, including the leave transfer entitlement balances for donated, received, and returned entitlements.

Viewing Leave Transfer Transactions History

Access the Leave Transfer Transactions page (Global Payroll & Absence Mgmt, Payee Data, Leave Donations, View Transaction History).

From Date and To Date

Enter a range of dates for which you want to view the transaction history.

Request Type

Select the request types you want to view. Values are: All, Donate, Receive, Return, Terminate and Adjustment

Transaction Status

Select the status for the requests you want to view. Values are: All, Unprocessed, and Processed.

EmplID From (Employee ID From) and EmplID To (Employee ID To)

Enter a range of employee IDs for which you want to view the transaction history.

Select with Matching Criteria

Click to populate the Leave Transfer Transaction Information region based on the criteria you specify..

Clear All

Click to clear the entries in the Selection Criteria region

Transfer Details

PI Entries (Positive Input Entries)

Click the links in this column to review the positive input for the entitlement on the Positive Input Details page.

Processing Leave Transfer Transactions

The Leave Transfer process locates all approved leave transfer requests and populates the GP_PI_MNL_DATA record in order to provide the revised absence information to Global Payroll.

Note. You should run this process before you initiate your standard Absence Entitlement and Absence Take processes.

Page Used to Process Leave Transfer Transactions

Page Name	Definition Name	Navigation	Usage
Leave Transfer Process	GP_ABS_LVDN_RUNCTL	Global Payroll & Absence Mgmt, Leave Donation Processing, Run Leave Donations	Run the Leave Transfer process to process all approved leave transfer requests.

Leave Program	Displays the name of the leave transfer program.
Unit Type	Select the time units for the leave transfer program, either hours or days.
Leave Program Category	Indicate how hours contributed to the leave transfer program are allocated. Select Individual to enable contributors to specify a recipient for the contributed hours. Select Bank when the contributed hours for this program are held in a single pool of hours.
Leave Program Type	Specify whether the leave transfer program is ongoing or has been created for a specific event. Select Emergency if the leave transfer program is established to respond to a specific emergency or crisis. Select Voluntary to establish an ongoing, voluntary leave transfer program.
Begin Date and End Date	Enter the start and end dates for the leave transfer program. For ongoing programs, leave the End Date field empty.
Target Donation Hours	Specify the number of accrued hours desired for the leave transfer program. This is typically specified for emergency leave transfer programs.
Contribution Type	Specify whether contributors can make recurring contributions to the leave transfer program. Select One-Time to enable contributors to make a one-time donation of hours. Select Recurring to enable contributors to regularly donate hours to the leave transfer program. For example, contribute hours every pay period.

Description	Enter the name of an active leave transfer program.
Category	Displays how hours contributed to the selected leave transfer program are allocated. Leave time is donated either to an individual or a leave bank.
Type	Shows whether the selected leave transfer program is ongoing or has been created for a specific event. Valid values are Voluntary or Emergency.
Contribution Type	Shows whether contributors can make a single contribution or recurring contributions to the selected leave transfer program.
Unit Type	Displays the time units for the selected leave transfer program, either hours or days. The names of other fields on this page may change to reflect the displayed Unit Type.
Frequency	Displays how often employees can contribute to the selected leave transfer program.
Ceiling Limit	Displays the maximum contribution a single employee can make to the selected leave transfer program.
Minimum	Displays the minimum number of hours an employee can contribute to the selected leave transfer program for each recurring contribution.
Maximum	Displays the maximum number of hours an employee can contribute to the selected leave transfer program for each recurring contribution.
From Entitlement	Select the entitlement plan to receive your donated time. You can only select entitlements that have been defined at the program definition level. For example, select from vacation time or available sick time any hours or days you want to donate to the selected leave transfer program.
Balance	Click to access the current Balance Inquiry page to view your accrual balances, including the leave transfer entitlement balances for defined donated, received, and returned entitlements.
Days to Donate	Enter the amount of time you want to donate to the selected leave transfer program. The name of this field changes toHours to Donate when the Unit Type is set to Hours.
Recipient Type	Select the of individual that is receiving donated leave time. This field is not available when the Category is set to Bank. Valid values are: Employee and Other. Selecting Employee enables you to enter a value in the Name field.
Name	Enter the name of the individual leave transfer recipient.
Details	Click to enter information regarding donations between agencies on the Details page.
Agreement and Compliance	Select the check box in this region to agree to the terms of the leave transfer program. You cannot submit the request to donate leave time until the check box in this region is selected. You do not need to select the check box in this region when you click the Save for Later button.

Begin Date and End Date	Enter the date range to manage and click the Refresh button to limit the list of dates displayed in the Request History region. Retrieve a complete history by leaving the Begin Date and End Date fields empty and clicking the Refresh button
Submit Date	Displays the date that leave time was received from or donated to a leave transfer program.
Request Type	Displays the type of request. Donate indicates that you requested a donation to the leave transfer program specified in the Leave Program Name field. Receive indicates that the system received a request to receive donated leave time. Click on each value in the Request Type column to display the details of the request.
Workflow Status	Displays the status of the request. Values are: Saved Submitted Approved Denied Cancelled Push Back Indicating that the request needs rework. Error Indicating that the request has an error and the user should contact the leave program administrator. Fnl Apprvl (final approval) Indicating that the request is awaiting final approval. Apprvl Prc (Approval Process) Indicating that the request is in the approval process. Admin Proc (administrator processing) Indicating that the administrator is processing the request. The values in the Workflow Status field are derived from the Absence Management table values, rather than from the Approval Workflow Engine (AWE) status values.
Process Status	Displays the process status of the request. Values are Processed or Unprocessed.
Edit	Click to edit the original request. Approved requests are not available for editing.

From Date and To Date	Enter a range of dates for which you want to view the transaction history.
Request Type	Select the request types you want to view. Values are: All, Donate, Receive, Return, Terminate and Adjustment
Transaction Status	Select the status for the requests you want to view. Values are: All, Unprocessed, and Processed.
EmplID From (Employee ID From) and EmplID To (Employee ID To)	Enter a range of employee IDs for which you want to view the transaction history.
Select with Matching Criteria	Click to populate the Leave Transfer Transaction Information region based on the criteria you specify..
Clear All	Click to clear the entries in the Selection Criteria region