How to create LOP leave type in Sage X3 People

By | November 21, 2019

LOP stands for Loss of Pay. In some organizations, this is also called as LWP (Leave Without Pay) or UPL (Unpaid Leave). In order to calculate the LOP days and deduction automatically in Sage X3 people there are few steps needs to be followed, Below are the details.

LOP needs to be applied from the portal by employee or HR, The below are the configurations required to be setup LOP leave in Sage X3 people for automatic LOP configuration.

Step: 1

Navigation: – Time management -> Parameter Definition -> Nature of Event

Create Nature of Event for LOP.

Nature of Events Screen
Nature of Events Screen

Select the values as shown in the image as it will create the LOP event which can be further use to configure the LOP leave type

Step: 2

Create a variable to input the LOP days in payslip

Navigation: – Setup -> Payroll Plan -> Variables

Variables Screen
Variables Screen

As shown in above screen, update type should be selected as ‘Time detail’ for automatic leave capture.

Set the input as employee so that the LOP days can be entered (if need to do the manual transction) through Employee payslip under the Leave tab screen as shown below.

Variables screen Input tab
Variables screen Input tab

Note – Make sure that to check the profiles wherever this configuration applies.

Step: 3

In order to calculate the LOP deduction amount there is a need to create the salary component in the headings, below are the details for the same

Navigation: – Setup -> Payroll Plan -> Headings

Formula = Gross Salary / 30 (This heading will calculate the gross salary of employee for one day)

Headings screen tab GSP
Headings screen tab GSP

Create Heading for LOP calculation and map the relevant total

Formula = Gross per day* Number of LOP days (LOP variable created above) This heading will calculate the Loss of Pay deduction amount based on the number of LOP days entered in the portal

Headings screen LOPD page
Headings screen LOPD page

The below mentioned totals are to be linked for the heading LOPD;

Sr. No Total Description

1.

T_DEDMTD

This total is used for calculating monthly deduction
2. T_DEDYTD
This total is used to store values for the yearly deduction report
3. NETT_PAY This total is used to calculate net pay
Headings screen Print-out tab
Headings screen Print-out tab

Select the appropriate values as shown in the above screen

Step: 4

After setting up the configuration for headings there is a need to create the Totals for LOP days which will be used to fetch the values in reports and leave related processes

Creation of totals as shown in below fig;

Navigation: – Setup -> Payroll Plan -> Totals

A) Unpaid MTD Accrual

Totals screen - Unpaid MTD Acc
Totals screen – Unpaid MTD Acc

B) Unpaid YTD Accrual

Totals screen - Unpaid Leave YTD Acc
Totals screen – Unpaid Leave YTD Acc

C) Unpaid Leave YTD Taken

Totals screen - Unpaid Leave YTD Taken
Totals screen – Unpaid Leave YTD Taken

D) Unpaid leave YTD Prev Accumulated.

Totals screen - Unpaid Leave YTD Prev Acc
Totals screen – Unpaid Leave YTD Prev Acc

E) Unpaid leave YTD Prev Taken

Totals screen - Unpaid Leave YTD Prev Taken
Totals screen – Unpaid Leave YTD Prev Taken

Step: 5

a) Create Annual Leave period for LOP and map all the totals as shown below.

Navigation: – Time management -> Leave – Absence -> Annual leave -> Annual Leave Periods

Annual leave periods screen
Annual leave periods screen

b) Create RTZ Heading and map all the totals as shown below;

Navigation: – Setup -> Payroll Plan -> Headings

Headings screen - RTZ
Headings screen – RTZ

This is the common RTZ which will be used to lapse all types of leaves during year-end process.

Step: 6

Entry of Absences from admin login

Navigation: – Time management -> Leave – Absence -> Absences -> Entry of absences

Entry of absences screen
Entry of absences screen
Sr. No Fields Description
1. Employee Id A user can select Employee Id in this field for whom LOP leave has to be updated
2. Start Start date of the leave will be entered in this field
3. End End date of the leave will be entered in this field
4. Code Leave Code of the leave type will be selected in this field

Step: 7

Time cut-off

This function enables a user to fetch all the leaves applied from employee portal and admin login.

Navigation: – Time management -> Time – Labor -> Input -> Time data transfer

Time cut-off
Time cut-off

Note :- Before doing time cut-off process make sure that payslips of employees for whom LOP has been updated are in entered state as shown below;

Navigation: – Payroll -> Payslips -> Employee payslips

Payslip screen Entered state
Payslip screen Entered state

Step: 8

Check whether the leave details are updated in payslip screen after doing time cut-off

Navigation: – Payroll -> Payslips -> Employee payslips

Payslip screen Leave tab
Payslip screen Leave tab

Note: – A user has to Process payroll for the LOP value to be calculated and get reflected in payslip as shown below

Payslip
Payslip

Step: 9

a) Check leave taken value in Employee Leave detail

Navigation: – Time management -> Leave – Absence -> Inquiries -> Employee Leave detail

Employee leave detail screen
Employee leave detail screen

b) Check leave taken value in Employee Portal

ESS Portal
ESS Portal

By following the above mentioned steps a user can very easily create LOP leave type.

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