You are here: Modules > Administration > Leave > Holiday Accrual Plan Wizard > Accrual Rules

Accrual Rules

This screen is used to set the accrual entitlement rules.

(Hover over with your mouse to see the sample image in full size.)

Prerequisites

Rules and Guidelines

  • The employee's entitlement will be calculated and updated on relevant MSS and ESS screens (e.g. Leave Entitlements, Leave Planner, etc) based on the changes applied on this screen.
  • The "Code", "Accrual Method Description", and "Accrual Method Type" fields on this screen are set to read-only and are populated with values from the Select Plan and Plan Details screens.
  • The following fields are set to read-only if the Accrual Type is 'Annual' and will be enabled if 'Daily', 'Hourly', or 'Weekly': "For Every", "Accrue", "Basic Pay or Salary", "Use Contracted Hours", "Include Current Period", "Display Leave on Payslip", "Overtime Pay Codes", and "Company Select".
  • If holiday entitlement is accrued based on Salary then the employee's contracted hours will be used to calculate accrued entitlement.
  • Overtime hours can be added to basic hours or contracted hours to accrued entitlement. This will use timesheet data and the pay codes used for overtime can be selected.
  • Work in the current period can be selected to calculate the accrued entitlement or the calculation can be based on the previous period end date.
  • Holiday entitlement totals can be displayed on the payslip.
  • Overbooking and maximum carry over days can be configured.
  • Pro-rata rules for full-time employees can be configured for both Starters and Leavers. The employee's Work Pattern and the days worked each week are taken into account when calculating entitlements and setting pro-rata rules (e.g. Starter Pro Rata and Leaver Pro Rata) on this screen.
  • Auto-payment or auto-deduction of leave holiday entitlement can be configured, which will then be added to the employee's final period pay. The user can also select the pay code for this auto-payment.
  • Validation and Save on this screen are performed upon clicking Next.

Field Information

ClosedCode

This field is read-only.

ClosedAccrual Method Description

This field is read-only.

ClosedAccrual Unit Type

This field is read-only.

 

The next section is read-only if the Accrual Type is 'Annual' and enabled if 'Daily', 'Hourly', or 'Weekly'.

ClosedFor Every*

This field allows the entry of any value between '1' to '99'. The read-only textbox beside the field displays the Accrual Unit type applied by the user.

ClosedAccrue*

This field allows the entry of any value between '0.01' and '100.00'. Once a value has been entered, select the applicable Accrual Unit type from the dropdown menu at the right side of the field.

ClosedBasic Pay or Salary*

This field displays two options: 'Basic Pay' and 'Salary'. When 'Salary' is chosen, the "Use Contracted Hours" checkbox will be ticked and then set to read-only (i.e. greyed out) automatically.

ClosedUse Contracted Hours

This option is used to determine the hours, days, or weeks worked according to Contracted Hours and Work Pattern. This box is enabled when 'Basic Pay' is selected; otherwise, the box is:

  • Ticked and read-only when 'Salary' is selected.
  • Ticked and read-only for both 'Basic Pay' and 'Salary' selection when the system is HR Only (Flavour).

 

ClosedUse Overtime

This option enables the selection of "Overtime Pay Codes" from the Available Pay Codes browselist.

  • When the box is ticked, the system adds the overtime pay codes to basic pay hours in the calculation of the entitlement accrued.
  • This option is set to read-only when the system is HR Only (Flavour).

 

ClosedInclude Current Period

This option enables the calculation of entitlement up to the current period.

  • When the box is left un-ticked, the calculation of entitlement is up to the end of the last pay period only.
  • This option is set to read-only when the system is HR Only (Flavour).

 

ClosedDisplay Leave on Payslip

Tick this box to display entitlement values (e.g. 'Leave Entitlement', 'Leave Taken', and 'Remaining Balance') on the payslip.

ClosedCompany Select

Select a payroll company where the pay codes will be based on.

ClosedOvertime Pay Codes

Once a company has been selected, this option is displayed for selection if the "Use Overtime" checkbox is ticked.

ClosedAvailable Pay Codes

This displays a list of all pay codes that are available for selection.

  • Choose a pay code from the list and then click this button to add the pay code to the Selected Pay Codes section.
  • For Overtime Pay Code/s: From the browselist, select the Overtime Pay Code/s ('P Type Overtime') that will be applied in the calculation of entitlement accrued.

 

ClosedSelected Pay Codes

This displays a list of selected pay codes.

  • Click this button to remove a pay code from the Selected Pay Codes list.

 

 

The next section is available for all Accrual Types.

ClosedOverbook by

This option allows the user to overbook by the number of value entered ('0.00' to '99.99') when assigned with the particular holiday accrual Plan.

  • Note that the Accrual Unit Type (read-only) is displayed as the field's value.

 

ClosedMax Carry Over

This is the amount that will be added to the entitlement when the holiday year rolls over above (on top of) the new year's entitlement.

  • Note that the "Max Carry Over" value will not be able to go beyond the maximum accrual value that has been defined on the Plan Details tab.

 

ClosedStarter Pro Rata Rules

The following options are displayed when the dropdown menu is clicked:

  • Days Left in Holiday Year ('D') - Wherein the holiday entitlement is set based on a daily accrual and then multiplied by the days left in the holiday year.
  • Months Left in Year ('M') - Wherein the holiday entitlement is set based on a monthly accrual and then multiplied by the months left in the holiday year.
  • Months Left in Year mid-month cut off ('N') - Wherein the holiday entitlement is set based on a monthly accrual. When the Start date is the 15th or greater of the month, this will be included in the count; otherwise (i.e. Start date is before the 15th), it will not be included.
  • Weeks Left in Year ('Y') - Wherein the holiday entitlement is set based on a weekly accrual and then multiplied by the weeks left in the holiday year.

 

ClosedLeaver Pro Rata Rule

In order to determine how much is owed to the employee or the company, the Leave Taken is deducted from a recalculated entitlement using the following rules:

  • To Termination Date ('D')- This rule performs the exact calculation up to the termination date.
  • To Termination Month ('M') - This rule gives a full month entitlement for the month an employee leaves.
  • To Termination Month -1 ('N') - This rule gives entitlement to the month before the employee leaves.
  • To Termination Week ('W') - This rule gives entitlement to the week the employee leaves.
  • To Termination Week -1 ('X') - This rules gives entitlement to the week before an employee leaves.

 

ClosedAuto Pay/Deduct Leaver Holiday

When ticked, this option automatically pays or deducts the holiday owed in the final pay period if the employee's holiday balance is not zero '0'.

  • The system will process payment to the employee if the holiday balance is not zero '0'. On the other hand, a deduction will be taken if the value is less than zero '0'.
  • This option is set to read-only when the system is HR Only (Flavour).

 

 

Select the Next button to continue with the workflow. Cancel closes the Wizard.

Click this link --> Holiday Accrual Plan Wizard if you want to go to the Wizard's main page.