Accrual Date Entitlements Configuration

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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.

AccrualDateEntitlements.png

See also