Accrual Date Entitlements Configuration - Revision history

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Stage: Created page with "The date entitlements configuration provides a table based view of the date-based accrual entitlement levels. Each accrual entitlement is comprised of an accrual group, an acc..."

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Created page with "The date entitlements configuration provides a table based view of the date-based accrual entitlement levels. Each accrual entitlement is comprised of an accrual group, an acc..."

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The date entitlements configuration provides a table based view of the date-based accrual entitlement levels. Each accrual entitlement is comprised of an accrual group, an accrual pay type, an entitlement type, and the date of the entitlement.

The date of the entitlement is used in different ways, based upon the entitlement type:

* Fixed Date – the complete date is used.
* Birthday – the year portion of the date is used, with the month and day coming from the employee’s birth date.
* Anniversary Year – the year portion of the date is used, with the month and day coming from the first non-zero shift count entry in the employee’s shift history.
* Anniversary Month – the date is not used. The date will be calculated based on the Month # column, e.g. if Month # is 6 then the date will be the 6 month anniversary of the employee’s first non-zero shift count history date.

Minimum and maximum shift count columns are provided to filter an entitlement based on the employee’s shift history, e.g. only full timers accrue their birthday.

Daily hours column calculates the accrual as if the employee is a full timer, instead of a proportioned accrual based off their shift count.

Union Only column requires that the employee has an union date, or is in a union department.

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 Amount Type:
-* Days X Proportioned Daily hours - proportioned accrual based off their shift count. (The length of a Day is (Employee Shift Count / Fulltime Shift Count) x Employee Daily Hours)
+* Days X Proportioned Daily hours - proportioned accrual based off their shift count. (The length of a Day is (Employee Shift Count / Fulltime Shift Count) x Employee Daily Hours).
 * Days X Daily hours - calculates the accrual as if the employee is a full timer, instead of a proportioned accrual based off their shift count.
 * Days X Proportioned Daily hours (Rounded) - rounds the proportioned accrual to the nearest quarter hour (15/8).

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 Amount Type:
-* Days X Proportioned Daily hours -
+* Days X Proportioned Daily hours - proportioned accrual based off their shift count. (The length of a Day is (Employee Shift Count / Fulltime Shift Count) x Employee Daily Hours)
 * Days X Daily hours - calculates the accrual as if the employee is a full timer, instead of a proportioned accrual based off their shift count.
-* Days X Proportioned Daily hours (Rounded) -
+* Days X Proportioned Daily hours (Rounded) - rounds the proportioned accrual to the nearest quarter hour (15/8).
 * Days X Holiday Rule -
 * Hours -

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 * Recurring Birthday (From Year) – the year portion of the date is used to start it and will then repeat automatically every year afterwards, with the month and day coming from the employee’s birth date.
 * Birthday Or Fixed Date –
-* 90 Worked Days –
+* 90 Worked Days – On the date that the employee reaches 90 worked days since their hire date, it will give them the entitlement.
 * Each Accrual Period - Will give the entitlement at the end of each accrual period.

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 * Each Accrual Period - Will give the entitlement at the end of each accrual period.
-Minimum and maximum shift count columns are provided to filter an entitlement based on the employee’s shift history, e.g. only full timers accrue their birthday.
+Amount Type:
-Daily hours column calculates the accrual as if the employee is a full timer, instead of a proportioned accrual based off their shift count.
+* Days X Proportioned Daily hours -
 Union Only column requires that the employee has an union date, or is in a union department.
 Effective From and Effective To columns will limit the time frame of the entitlement that it will only be applied to accrual periods where the accrual period start date is within the from-to dates.
 [[File:AccrualDateEntitlements.png]]

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 * Birthday Or Fixed Date –
 * 90 Worked Days –
 Minimum and maximum shift count columns are provided to filter an entitlement based on the employee’s shift history, e.g. only full timers accrue their birthday.
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 Union Only column requires that the employee has an union date, or is in a union department.
 [[File:AccrualDateEntitlements.png]]

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 * Fixed Date – the complete date is used.
-* Birthday – the year portion of the date is used, with the month and day coming from the employee’s birth date.
+* Recurring Fixed Date – only the Month and Day is used. The year is only used to start it and will then repeat automatically every year afterwards.
-* Anniversary Year – the year portion of the date is used, with the month and day coming from the first non-zero shift count entry in the employee’s shift history.
+* Anniversary (Month) - the date is not used. The date will be calculated based on the Month # column, e.g. if Month # is 6 then the date will be the 6 month anniversary of the employee’s first non-zero shift count history date.
-* Anniversary Month – the date is not used. The date will be calculated based on the Month # column, e.g. if Month # is 6 then the date will be the 6 month anniversary of the employee’s first non-zero shift count history date.
+* Every Nth Month - use the (Nth From / Nth To) instead of the (From Month / To Month). Month # is required as an interval (use 12 for a yearly interval). This setting requires a software restart to take effect.
 Minimum and maximum shift count columns are provided to filter an entitlement based on the employee’s shift history, e.g. only full timers accrue their birthday.

← Older revision		Revision as of 18:20, 20 November 2016
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		+	{{Advanced}}
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	The date entitlements configuration provides a table based view of the date-based accrual entitlement levels. Each accrual entitlement is comprised of an accrual group, an accrual pay type, an entitlement type, and the date of the entitlement.		The date entitlements configuration provides a table based view of the date-based accrual entitlement levels. Each accrual entitlement is comprised of an accrual group, an accrual pay type, an entitlement type, and the date of the entitlement.

← Older revision		Revision as of 04:21, 20 June 2015
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	Union Only column requires that the employee has an union date, or is in a union department.		Union Only column requires that the employee has an union date, or is in a union department.
		+
		+	== See also ==
		+
		+	* [[Configuration]]