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Managing PR Leave Entry

PR Leave Entry records leave accruals and usage for employees in a pay period. Run it after leave codes and PR Employee Leave assignments are in place, typically in the same cycle as PR Timecard Entry for the group.

Before you start​

  • PR Leave Codes are Active with the correct fixed vs rate accrual setup, units, resets, carryover, and warning behavior.
  • Employees have the leave codes assigned (and eligible dates set) on PR Employee Leave.
  • You know the PR Group, pay period ending date, and which frequency codes are active for this period in PR Pay Period Control.
  • For rate-based accruals that use period earnings, timecards / earnings for the period are far enough along that "Use Pay Period Earnings" will see the right basis.

Steps​

Initialize accruals and usage​

  1. Open PR Leave Entry.
  2. Choose File > Leave Accrual Usage Initialization.
  3. Fixed accruals (top half of the form): update fixed accruals as needed. Set the accrual date to the pay period ending date.
  4. Choose whether to run for all leave codes or selected leave codes only.
  5. Choose whether to run for all frequencies or only the active frequency (example: W for weekly). Match the frequency codes active on the pay period.
  6. Usage / rate-based accruals (bottom half): check Use Pay Period Earnings when rate-based accruals should use this period's earnings as the basis.
  7. Enter the PR Group and pay period ending date.
  8. Click Update to calculate leave for the period.

Review and post​

  1. Review the records created in the batch (accruals and usage). Spot-check employees with overrides or new eligible dates.
  2. Finalize: File > Process Batch, validate the batch, preview batch reports, then post.
  3. Continue the payroll cycle (Executing the PR Payroll Process) after leave batches for the group are clean.

Notes​

  • Wrong leave code or frequency selection is the most common source of incorrect balances. Prefer active frequency only when the pay period's active codes are intentional.
  • Employee overrides on PR Employee Leave flow into this calculation; fix master overrides before re-initializing rather than editing posted leave history as a shortcut.
  • Leave-code warning options (Allowed with Warning / Allowed without Warning / Not Allowed) affect usage that exceeds available balance during entry/process.
  • Related: PR Leave Codes, Managing Employee Leave, PR Pay Period Control, PR Groups.
  • Honest partial: live Trimble Vista help was not browsable this run (JS/WAF on fetch; Task/computerUse unavailable to this executor). Depth expands the existing Leave Accrual Usage Initialization steps and cross-links Phase 1 leave setup. Re-pass from Trimble sidebar (PR Leave Entry) when Chrome browse is available.