AM - ALRA Eligibility/Election Summary Report

GENERAL DESCRIPTION:

Twelve-month faculty, academic staff, and/or limited employees with a 12-month appointment are eligible to bank into an Annual Leave Reserve Account (ALRA) after they have completed 10 or more fiscal years of continuous employment. Banking of leave comes from the vacation balance or the vacation carryover balance on June 30th. Beginning with the 11th fiscal year, an employee is eligible to bank up to 40 hours of vacation or vacation carryover. The option to bank vacation is offered immediately following the fiscal year in which an employee is eligible. Beginning with the 25th fiscal year, an employee is eligible to bank up to 80 hours of vacation or vacation carryover. The option to bank vacation is offered immediately following the fiscal year in which an employee is eligible.

PROCESS CONSIDERATIONS:
You may click on the links below to navigate directly to a section:


PROCEDURE STEPS:

  1. Navigate to UW Absence Management Reports > ALRA Eligibility/Election Rpt

  2. 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.

    Add a New Value

  3. If you have created a Run Control ID:

    • Either enter your Run Control ID and click Search or
    • Click Search and select your Run Control ID

    Find an Existing Value

  4. Enter parameters from above for the ALRA Eligibility/Election Summary Report. Then click "RUN" to proceed.

    Report Request Parameters:

    • Calendar Group ID: The Calendar Group ID is used to specify the time frame for the report. The Calendar Group ID would generate a report only for particular pay period.  If you do not know the Calendar Group ID, you can search for it by clicking the “9.2 Search Icon” icon. 

      • It is recommended the report be run as of 7M calendar Group ID for the current year to get the Max Avail ALRA Elig.  If it is run for the ALRA Elected, it can be run after the entry is done.  Likely that would be 8M or 9M of the current year.

    • Department ID: 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.

      • You can either run the report for Department or Empl ID, but not both simultaneously.

    • Employee 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.

      • You can either run the report for Empl ID or Department, but not both simultaneously.

    • Additional Excel Output: If you additionally want the report to be generated in an excel format, select the check-box for the excel output version.

    ALRA Election

  5. On the Process Scheduler Request page, make sure the check box is selected. Then click OK. You will return back to the original screen.

    Process Scheduler Request

  6. Click on the Process Monitor link to view the status of your report. This directs you to the Process List screen.

    Process Monitor

  7. On this screen, look for your process instance and click "Details" link when Run Status reads "Success" and Distribution Status reads "Posted". You may need to click the yellow refresh button until the process is successfully posted.

    Process List

  8. On Process Details screen, click on the View Log/Trace hyperlink to check the output file.

    Process Details

  9. Locate the File List and find the PDF and excel file to view the ALRA Eligibility/Election Summary Report.

    View Log Trace

  10. The following is a Blank sample of the PDF version of "ALRA Eligibility/Election Summary Report" for reference.

    Report_New

  11. The report generated can be printed, saved on a local computer, or it can also be retrieved from HRS at a later time.


To the top

ADDITIONAL RESOURCES

Related KBs:

Related Links:

To the top