Discoverer - Leave Balance Report

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Distribution

Chief Human Resource Officer

HRMS Payroll Administrator

HRMS Payroll Specialist

HRMS Timekeeper

Related Procedures

Ownership

The Chief Human Resource Officer is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Leave Balance Report

1. Activate the VPN

2. To Access Discoverer click on on your desktop.

3. Enter the Connection fields:

Username: your User ID with a colon after it (for example pam5w:)
Password: your IS password
Connect: iods

4. Click on the [Connect] button.

5. Select the UVA ODS Specialist-Limited responsibility.

6. Click on the [OK] button.

7. Click on the icon for "Open an existing workbook".

8. Click on the icon for "Database".

9. Use the scroll bar to find "IS.PAY_Leave Balance"

10. Select "Open the workbook in the current database account".

11. Click on [OK].

12. Click on the [Yes] button if you wish to run the query for a single period.

Click the [No] button if you wish to run the query for multiple periods, and select the Multiple Periods sheet tab.

13. Enter the required Parameters.

Payroll End Date: Enter or select the Payroll End Date from the list of values.
Department: Enter or select the Department from the list of values.
Employee Full Name: The default returns all employees. You can identify a specific employee by typing the name, Last Name first (use the correct naming convention). Enclose in single quotes

14. Select the [Next] button to run the query for one leave type or one specific supervisor (Manager).

If you want to search by a specific Leave Plan, select the Leave Plan from the list of values.

15. Click on the [Finish] button.

There is an additional sheet named Leave Management.

16. Select the Leave Management tab. This sheet is designed for the Supervisor to view leave balances.

Enter the parameter information to run the query

Timekeepers should run this report for the employees and supervisors in their organization and distribute it to them on a regular basis. It is a requirement that this report be run and distributed no later than every quarter during the year.

Effective: July 2, 2009