Update Leave Balance

In this step, you determine whether the system should maintain leave entitlement, leave taken, and remaining leave in time types.

Example

You want to print remaining leave on the time statement form. To do this, you need to know the amount of remaining leave in a time type.

Standard Settings

Data from the Leave Entitlement infotype (0005) is evaluated in personnel calculation rule TR10 . The following time types are filled:

The system takes account of all records in the Leave Entitlement infotype which are deductible up to the date of evaluation. Please note that the deduction interval and the validity interval may not be identical.

To determine leave taken, the system evaluates the 'leave' absences up to the date of evaluation; leave records which have already been entered in the system, but for periods beyond the evaluation date, are not considered. Compensation records from infotype 0083 are taken into account as well as leave data in infotype 2001.

Recommendation

You need this function if you want to print leave data on the time statement form.

Activities

You should decide whether you want to cumulate leave entitlement, remaining leave and leave taken in time types. If not, deactivate function ACTIO TS10.

    1. If you want to maintain leave balances separately for different leave
    types, you can extend personnel calculation rule TS10: copy TS10 to
    your own rule, ZS10. If you set the parameter HRS=HEN xx for operation
    HRS, the system does not read the leave entitlement for leave type xx.
    Refer to the system documentation for possible parameters for HRS=H.
    You may also have to define additional
    time types.