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Leave Type Header | ||
Field | Recommended Setting/Value | Comments |
Country | Must be set to Australia. |
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Name | As required. | For reasons of privacy and discretion, it is recommended that the leave type name does not directly identify that the leave type corresponds to PFDVL. For example, it is recommended that you use a generic name such as ‘Discretionary Paid Leave’ or similar. |
Absence Type | Must be the absence type that has been created specifically for PFDVL.
For more information, see Absence type configuration |
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Paid Leave Type | Must be set to Other Paid Leave (O). | This is required to meet the ATO requirement for reporting payments of the leave type in STP reporting. |
Show On Payslip | Must be unticked | Legislation for PFDVL forbids the entitlement balance of the leave from being shown on payslips therefore it is important that this option is toggled off. |
Set Accrual | Must be ticked |
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Accrual Type | Must be set to Fixed |
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Apply To Type | Must be set to Days |
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Leave Set | ||
Validity Start Date | Must be set to 01/02/2023 |
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Leave Set > Accrual Rule | ||
Calculate At | Service | Since the entitlement to the leave is 10 days per year of service up front, this rule will accrue 10 days of leave if the leave is yet to be accrued during the current service year.
The accrual will be triggered via the Leave Service, which runs daily, so the accrual will happen regardless of whether a payee has been paid in a pay batch. |
Fixed Value | Must be set to 10 | |
Accrual Type | Must be set to Leave Accrual | |
Rule Not Applied Before Condition | Period Type must be set to Service Year | |
Transfer Rule | ||
Transfer Type | Must be set to Increase | Since entitlement to the leave is upfront, this rule will transfer the balance of accrued leave into entitlement immediately.
The accrual will be triggered via the Leave Service, which runs daily, so the transfer will happen regardless of whether a payee is paid in a pay batch since last their last accrual. |
Calculate At | Must be set to Service | |
Transfer Immediately | Must be ticked. | |
Reset Rule | ||
Apply To | Must be set to Entitlement | This rule will reset any accrued entitlement balance at the end of each service year to zero, because the leave entitlement balance must not carry over from one service year to another.
The reset of the entitlement balance will be triggered via the Leave Service, which runs daily, so the reset will happen regardless of whether a payee has been paid in a pay batch at the end of a service year. |
Rest At | Must be set to Service | |
Reset On Condition | Must be set to Service Year End | |
Deduction Rule | ||
Deduction Rule For | Must be set to Leave Taken | Since this leave type can only be paid when taken and cannot be cashed out during service or at termination of employment, the deduction rule must be for Leave Taken. |
Payment Leave Day Rounding Rule | Must be set to Hours |
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Entitlement Leave Day Rounding Rule | Must be set to Hours |
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Pay Code | Must be set to the pay code that is to be used to pay the leave. | Note that the name of the pay code will be printed on payslips. Legislation for PFDVL forbids payment of the leave from being distinguishable from other earnings on a payslip so the name of the pay code that is selected must not identify the payment as being related to an absence for PFDVL. |
Leave Rate Type | It is recommended to set this to Agreement Rate.
For more information, see Payment rate for leave taken. |
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