Updating Employee Vacation Balances

The update transactions (records) created by Vacation Hours Update (BN138) are processed by the Time and Attendance application. For more information, see the Time Accrual User Guide.

To use this report, you must have . Ensure that the employee is enrolled in a vacation plan on Employee Plan Inquiry (TA60) before updating the employee's vacation balance with Vacation Hours Update (BN138).

When a flex vacation-type plan is associated with a plan in , update your employee vacation balances with the hours employees purchase or sell. Vacation Hours Update (BN138) creates manual transactions for eligible hours, and these transaction records are viewed on Plan Adjustments (TA70.1) or Employee Plan Adjustments (TA70.2).

To update employee vacation balances

Access Vacation Hours Update (BN138).
Use the following guidelines to enter field values:

Flex Plan

Select the flex plan for which the report is being run. This is a required field. This is the flex plan that the vacation-type benefit plan is linked with on Benefit Plan (BN15.1).

Flex Year Start Date

Select the start date of the flex plan year. This is a required field.

Time Accrual Date

Type the date of the time accrual transactions. This is a required field.

Plan

Select a vacation-type benefit plan that you want on the report. If you leave the Plan fields blank, the report creates transactions for all vacation plans in the selected flex plan.

Update

Select Update or Report Only. This is a required field. It is recommended that you select Report Only to review the report before selecting Update.
Select the Add form function.

Note: If mid-year enrollment changes are allowed, manual time accrual plan adjustments are needed. For more information, see the Time and Attendance User Guide.
Submit the report.

Related Reports and Inquiries


To	Use
List the vacation hours purchased or sold by employees	Vacation Hours History (BN238)
View the time accrual transactions created by Vacation Hours Update (BN138) after running in Update mode	Plan Adjustments (TA70.1) Employee Plan Adjustments (TA70.2) Open Manual Transactions (TA270)