Entering Lump Sum Leave Payments

Skip to Main Content

Entering Lump Sum Leave Payments

To Enter Lump Sum Leave Payments:

Select the Payroll Documents menu group.
Select the Lump Sum Leave Payments component. The Lump Sum Leave Payments page - Find an Existing Value tab is displayed. The information on this page will allow you to locate an existing employee in order to enter a Lump Sum Leave Payment.

Lump Sum Leave Payments - Find an Existing Value

Enter the search criteria.
Select the Search button. The Lump Sum Leave Payments page is displayed.

Lump Sum Leave Payments Page

Complete the fields as follows:

Field	Description/Instruction
Name	Populated from the search criteria entered.
Empl ID	Populated from the search criteria entered.
Record	Populated with the number of records for the employee.
SSN	Populated from the search criteria entered. The employee SSN is displayed based on the Empl ID.

Complete the Lump Sum Leave Payments fields as follows:

Field	Description/Instruction
Effective Date	Required field. Populated with the date of the current pay period. To change the date, select the calendar icon and then select the desired date. This date represents the date on which the table record becomes effective; the date that an action begins. This date also determines when to view or change information.
Pay Period	Populated and cannot be changed.
Date Entered	Populated with the date the action was entered.
User ID	Displays the system identifier and name of the individual who generates the transaction.
Transaction Status	Defaults to In Progress. Select the down arrow to select a different status.

Complete the Payment Information fields as follows:

Field	Description/Instruction
Payment Type	Select the payment type from the drop-down list. The valid values are Final for a final lump sum payment for an employee separating from Federal service (the separation action must be entered to pay a final payment; or Interim if an interim lump sum payment is being entered for an employee who is not separating but must be paid the lump sum payment due to regulation and/or policy. A separation action should not be processed for an interim payment.
Date Of Separation	Enter a date of select a date from the calendar icon. This date must match the separation date on the PAR action.
Flat Tax Rate	Required field. Select the applicable value from the drop-down list. The default for this field is No. Valid values are: Yes - The Federal income tax is based on the current withholding rate. No - The Federal income tax is based on the database withholding rate. Do not pay at the flat tax rate; pay at the database withholding rate. If No is selected, the Federal tax formula will be used to calculate Federal tax withholding for the lump sum payment based upon the current Form W-4.
Minus S/L	Required field. If the employee is indebted for sick leave that is forgiven, select Forgiven from the drop-down list. If the employee is indebted and the sick leave is not forgiven and the debt must be paid, select Not Applicable. The sick leave balance on the database must be negative hours. If a sick leave indebtedness does not exist, do not make a selection.
Pay Cola	If applicable for a cost-of-living allowance (COLA), select COLA information from the drop-down list. Foreign Post Differential is not authorized in lump sum payments. Foreign Post Allowance is authorized but the system cannot pay it automatically. Must submit an SPPS request for payment. The valid values are as follows: COLA - Pay Cola Only COLA & Post Differential - Pay Non-Foreign Post Differential Only No - Do Not Pay COLA or Post Differential Post Differential - Pay Both Non-Foreign Post Differential and COLA
Pay AUO	Select Yes from the drop-down list if the employee is eligible for administratively uncontrollable overtime (AUO). Select No from the drop-down list if the employee is ineligible for AUO.

Complete the Wage Employee Shift Rate Hours fields as follows:

Field	Instruction
1st	Enter the first-shift rate hours for a Federal Wage System (FWS) employee.
2nd	Enter the second-shift rate hours for an FWS employee.
3rd	Enter the third-shift rate hours for an FWS employee.
VAR	Enter the variable (VAR) rate for a VAR rate FWS employee.

Complete the Dates Lump Sum Payment Carries Through fields as follows:

Field	Instruction
A/L Restored Date	Enter the date the restored annual leave carries through or select a date from the calendar icon. A restored annual leave balance must exist on the database.
A/L Within Ceiling Date	Enter the date the annual leave, within ceiling, carries through or select a date from the calendar icon.
A/L Above Ceiling Date	Enter the date the annual leave, above ceiling, carries through or select a date from the calendar icon.
Hours Applicable to Last Day	Enter the number of hours that are applicable to the last day of the lump sum payment.
Total Hours to be Paid	Enter the total number of hours to be paid. The hours must agree with the hours on the database.

Complete the LSP Period Date fields as follows:

Field	Instruction
Date Lump Sum Paymnt Per Start	Enter the start date of the lump sum payment or select a date from the calendar icon.
Date Lump Sum Paymnt Per End	Enter the end date of the lump sum leave payment or select a date from the calendar icon.
Date Lump Sum Paymnt Hourly RT	Enter the start date for the hourly rate used to determine the lump sum leave payment. There may be multiple rates for a lump sum payment if the employee’s pay is subject to pay adjustment during the lump sum period. Exclude any restored annual leave used for projecting any refund that the employee could potentially owe.
Date LSP TOTAL LV PER END	Enter the projected end date or select a date from the calendar icon for a period of lump sum leave payment, including any restored annual leave, used toward projecting the total lump sum payment amount.

Complete the Lump Sum Payment fields as follows:

Field	Instruction
Recredited Hours	Enter the applicable recredited hours.
Unexpired A/L Hours	Enter the number of hours of annual leave in the employee’s lump sum payment for annual leave that is subject to refund to the employing Agency. This leave will be credited to the employee’s annual leave account. This does not include any restored annual leave hours.
Unexpired A/L Hourly Rate Amount	Enter the hourly rate associated with the unexpected portion of leave. There may be multiple rates for a lump sum payment if the employee’s pay is subject of pay adjustments during the lump sum period.
Payment Refund Amount	Enter the amount the employee must pay to the employing Agency for every hour of expired leave.
Restored A/L Hours Paid	Enter the number of hours of restored annual leave paid in a lump sum payment to an employee upon separation.

At this point, the following options are available:

Step	Description
Select the Save button	Saves the new data entered.
Select the Return to Search button	Returns the user to the applicable page to search for another record.
Select the Previous in List button	Returns to the previous person in the list.
Select the Next in List button	Advances to the next person in the list.
Select the Notify button	Notifies the next individual in the workflow.