Topics Map > Human Resource System (HRS) > Absence Management

Running the Comp Time Leave Balance Report in HRS

Overview

This report is used to identify which University Staff employees have remaining comp time balances. It will include Comp Time and Comp Time Carryover. It can be run at any time to assist with payouts.

Process Considerations:

  • The report generated can be saved on a local computer or it can also be retrieved from the HRS at a later time.
Click on the links below to skip directly to a section:

Instructions

    1. Navigate to UW Absence Management Reports > Comp Time Leave Balances

      Find an Existing Value
      • Either enter your Run Control ID and click Search or
      • Click Search and select your Run Control ID

        If you have never created a Run Control ID:

        • Click Add a New Value and enter a run control ID (this can be your initials, name, or any other identifier you choose) and click Add button.

        If you have created a Run Control ID:

    2. Enter parameters for the Comp Time Leave Balance Report.

    3. There are the following 2 options to run the report:

Option 1: Using Department / Union Code

      • Department:  Select this option if you want to run the report at the department level. If you do not know the department code, then you can search for it by clicking on the “9.2 search icon” icon.
      • Union Code:  When running a department level report, add the union code if desired. If left blank, the report will retrieve the reports or all the union codes at the department. If you do not know the union code, then you can search for it by clicking on the “9.2 search icon” icon.
      • Calendar Group ID OR End Date:  The Calendar Group ID and End Date are used to specify the time frame for the report. The Calendar Group ID would generate a report only for particular pay period; while the End Date will generate a report up to the specified end date. If you do not know the Calendar Group ID then you can search for it by clicking on the “9.2 search icon” icon. You can select the End Date from the calendar icon next to the input field. 
      • Additional excel output (optional):  If you additionally want the report to be generated in an excel format, select the check-box for the same.

Option 2: Using Employee ID:

      • Empl ID:  If you wish to generate a report for a particular employee, then you should use this option. If you do not know the employee ID, then you can search for it by clicking on the “9.2 search icon” icon.
      • Calendar Group ID OR End Date:  The Calendar Group ID and End Date are used to specify the time frame for the report. The Calendar Group ID would generate a report only for particular pay period; while the End Date will generate a report up to the specified end date. If you do not know the Calendar Group ID then you can search for it by clicking on the “9.2 search icon” icon. You can select the End Date from the calendar icon next to the input field. 
      • Additional excel output (optional):  If you additionally want the report to be generated in an excel format, select the check-box for the same.

Once the desired parameters have been entered, press the “Run” button.

NOTE:

  • Department / Union Code and Empl ID searches are mutually exclusive, which means that you can either run the report for Department / Union code OR employee ID, but not both simultaneously. Calendar group ID and 
  • End date search options are mutually exclusive, which means that you can either run the report using calendar group ID OR end date, but not both simultaneously.
  • This report can be run for finalized or currently open calendars.
Comp Time Leave
        4. On the Process Scheduler Request page, make sure the check box is selected. Then hit OK.  You will be returned to the original screen.
Process Scheduler Request
        5. Click on the Process Monitor link to view the status of your report.  This directs you to the Process List screen.
Process Monitor
6. On this screen, look for your process instance and click "Details" when Run Status reads "Success" and Distribution Status reads "Posted". Click on the yellow Refresh button until it is successfully posted.
View Log Trace

7. The following is a blank sample of the PDF version of "Comp Time Leave Balance Report" for reference.

PDF

8. The following is a blank sample of the Excel version of "Comp Time Leave Balance Report" for reference.

Excel

Additional Resources

Related Links:



KeywordsAbsence Management Reporting AM Leave balance report End of year leave balance report Comp Time Balance Comp Time Carryover AM, Absence Management, TL, Time, Labor   Doc ID45097
OwnerChristine P.GroupUW–Shared Services
Created2014-11-19 11:08:12Updated2023-08-15 10:23:44
SitesUW–Shared Services
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