Enter, or click to select, the employee ID. The employee's name displays in the adjacent, unlabeled field.

This field displays the Leave Cycle code assigned to the employee in Manage Employee Information. This field is information-only in this screen.

Enter, or click to select, the leave type to assign to this employee. You must first set up this leave type on the Manage Leave Types screen. This is a required field.

This non-editable checkbox is populated based on the leave type entered on this screen. If the leave type's Use to track excess leave checkbox is selected on the Manage Leave Types screen, this checkbox is automatically selected. If an employee's leave balance exceeds a specified limit, you can opt to transfer the excess to another leave type known as the Excess Leave Type. This setting tells you whether the leave type you specified is used to track that excess leave.

This non-editable checkbox populates after you enter a leave type on this screen. If the Use as Excess Leave Type checkbox is selected on the Manage Leave Types screen for the leave type you entered on this screen, this checkbox is automatically selected.

This non-editable checkbox indicates whether the leave type's Mandated leave with supplemental compensation checkbox is selected on the Manage Leave Types screen. If it is, the screen enables the Mandatory Leave with Supplemental Compensation subtask where you must enter the employee's paid leave dates, the accrual date, the number of hours to be used and the employee's hourly supplemental compensation amount.

This non-editable checkbox indicates whether the leave type's Annual Accrual Limit Basis is set to Limit accrual per anniversary year on the Manage Leave Types screen. If it is, the screen will display the employee's anniversary year dates and anniversary year accrual.

Enter, or click to select the code that will determine the employee's accrual computation rules and any limits on their balance, accrual, or used leave. The leave code must be set up on the Manage Leave Codes screen before it can be assigned here. This field is required.

Enter, or click to select, the leave hire date associated with the leave code. If you leave this field blank, Costpoint uses the Current Hire date entered for this employee on the Manage Employee Information screen.

This non-editable field displays the estimated accrual rate for this employee, using the accrual method for the current open leave period.

• P calculates leave accrued by the accrual rate specified by the leave pay period. 
• H calculates leave accrued by the number of regular hours in the period multiplied by the accrual rate.

See the description for the Compute Method column on the Manage leave codes screen for more information.

This non-editable field displays the estimated accrual rate, including both block grants and the Rate (P or H), for this employee.

The estimated accrual will be 0.00 when:

This non-editable field displays the leave year beginning balance related to this leave code for this employee. You initialize the beginning balance on the Manage Leave Beginning Balances screen.

This non-editable field displays the year-to-date leave accrual for this employee for the indicated leave code.

This field displays the year-to-date leave used for this employee for the indicated leave code.

This field displays the current-leave balance for this employee for the indicated leave code.

This field displays the leave-year beginning balance for this employee's deferred leave for the indicated leave code.

This field displays the year-to-date deferred leave balance for this employee for the indicated leave code.

This field displays the leave-year beginning balance for this employee's lost leave for the indicated leave code.

This field displays the year-to-date leave lost for this employee for the indicated leave code.

This field displays the cumulative leave lost balance for this employee for the indicated leave code. Costpoint calculates this value by adding the previous two columns (Beginning Balance Lost + YTD Lost).

This field displays the beginning of the employee's anniversary year. This field will only be populated if the leave type's Annual Accrual Limit Basis is Limit accrual per anniversary year on the Manage Leave Types screen. The date is determined by the leave type's configuration on the Manage Leave Types screen:

If the leave type's annual accrual limit is based on the employee's anniversary year, this field updates when you enter the Employee and Leave Type for a new record. If you specify a Leave Hire Date, it will be used to calculate the employee's anniversary year dates instead of the employee's Current Hire Date. Since this value is not stored in the database, Costpoint will dynamically use the Employee, Leave Type, and Leave Hire Date values to determine the anniversary year start date when an existing record is queried.

This field displays the end of the employee's anniversary year. This field will only be populated if the leave type's Annual Accrual Limit Basis is Limit accrual per anniversary year on the Manage Leave Types screen. The date is determined by the leave type's configuration in Manage Leave Types:

If the leave type's annual accrual limit is based on the employee's anniversary year, this field updates when you enter the Employee and Leave Type for a new record. If you specify a Leave Hire Date, it will be used to calculate the employee's anniversary year dates instead of the employee's Current Hire Date. Since this value is not stored in the database, Costpoint will dynamically use the Employee, Leave Type, and Leave Hire Date values to determine the anniversary year end date when an existing record is queried.

This field displays the employee's total accrual between the specified anniversary year start and end dates.

If the leave type is tracked by hours, this will be the employee's total Accrued Hours from the View Leave History table where the Leave Period End Date is greater than or equal to the anniversary year start date and less than or equal to the anniversary year end date. Otherwise, if the leave type is tracked by amount, this will be the employee's total Accrued Amount from the View Leave History table where the Leave Period End Date is greater than or equal to the anniversary year start date and less than or equal to the anniversary year end date.

This field will only be populated if the leave type's Annual Accrual Limit Basis is Limit accrual per anniversary year on the Manage Leave Types screen. If the leave type's annual accrual limit is based on the employee's anniversary year, this field updates when you enter the Employee and Leave Type for a new record. If you specify a Leave Hire Date, it will be used to calculate the employee's anniversary year dates instead of the Current Hire Date. Since this value is not stored in the database, Costpoint will dynamically use the Employee, Leave Type, and Leave Hire Date values to determine the anniversary dates when an existing record is queried, and it will use those dates to determine the employee's total accrual for the year.