Managing Leave Donation Programs

Page Name

Definition Name

Usage

Manage and Approve Requests Page

GP_ABS_LVDN_APPROV

Manage and approve leave donation requests.

Adjust Leave Program Balances Page

GP_ABS_LVDN_ADJ

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 Page

GP_ABS_LVDN_INIT

This page enables a program administrator to initiate requests on behalf of employees.

View Transaction History Page

GP_ABS_LVDN_TRANS

Review leave donation transaction history.

Use the Manage and Approve Requests page (GP_ABS_LVDN_APPROV) to manage and approve leave donation requests.

Navigation

Global Payroll & Absence Mgmt > Payee Data > Leave Donations > Manage and Approve Requests

Image: Manage and Approve Requests page

This example illustrates the fields and controls on the Manage and Approve Requests page.

Manage and Approve Requests page

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.

Field or Control

Definition
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.

Use the Adjust Leave Program Balances page (GP_ABS_LVDN_ADJ) to 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.

Navigation

Global Payroll & Absence Mgmt > Payee Data > Leave Donations > Adjust Leave Program Balances

Image: Adjust Leave Program Balances page

This example illustrates the fields and controls on the Adjust Leave Program Balances page.

Adjust Leave Program Balances page

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.

Field or Control

Definition
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.

Field or Control

Definition
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.

Field or Control

Definition
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.

Use the Initiate Requests page (GP_ABS_LVDN_INIT) to this page enables a program administrator to initiate requests on behalf of employees.

Navigation

Global Payroll & Absence Mgmt > Payee Data > Leave Donations > Initiate Requests > Initiate Requests

Image: Initiate Requests page

This example illustrates the fields and controls on the Initiate Requests page.

Initiate Requests page

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.

Field or Control

Definition
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 Receive displays 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.

Use the View Transaction History page (GP_ABS_LVDN_TRANS) to review leave donation transaction history.

Navigation

Global Payroll & Absence Mgmt > Payee Data > Leave Donations > View Transaction History

Image: View Transaction History page

This example illustrates the fields and controls on the View Transaction History page.

View Transaction History page

Field or Control

Definition
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

Field or Control

Definition
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.