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Description
Previously an entitlement balance condition could be added to a leave deduction rule for leave taken to specify that leave could only be paid if the payee had a sufficient leave entitlement balance to cover the full duration of the leave that had been taken.
For example, if the sufficient entitlement balance condition was used, if a payee took 7 days leave when they had accrued an entitlement for 5 days leave only, the entire 7 days of leave would be unpaid.
Now if a deduction rule for leave taken has a sufficient entitlement balance condition leave will be paid up until the entitlement balance is depleted. So in the example above, where the payee had an entitlement balance of 5 days but had taken 7 days of leave, the system will automatically pay the 5 days for which there is an entitlement and the remaining 2 days of leave will be unpaid.
Additionally, a new entitlement balance condition called Insufficient has been added to entitlement balance conditions …
an entitlement balance condition could be added to a leave deduction rule on a leave set for a leave type so that leave would only be paid if the payee had a sufficient leave balance. That is, the leave would be paid only if the entitlement balance was equal to or greater than the quantity of leave taken.
An enhancement has been made so that it is possible to
Now an entitlement balance condition can have the following condition types:
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Sufficient - will pay up to the amount accrued
Insufficient - will pay the leave in its entirety irrespective of the entitlement balance
Questions - can currently only define either one or the other not both but JQs change notes state:
‘The insufficient balance condition has been enhanced that if the payee does not have enough leave, it will pay up the amount above the entitlement balance. Therefore, for the insufficient condition, if the payee is to be paid where they have sufficient balance, the sufficient balance condition would need to be set up with the insufficient balance’.
Also, check if the condition is for leave taken only or if it applies to all deduction rules.The following changes have been made to entitlement balance conditions on deduction rules for leave taken:
the existing Sufficient entitlement balance type has been enhanced so that it will pay up to the entitlement balance even if the entitlement balance is insufficient to pay the entire duration of the leave (e.g. if leave entitlement balance is 5 hours but 8 hours leave is taken, 5 hours will be paid and the remaining 3 hours will be unpaid)
a new entitlement balance type of Insufficient has been added to pay the difference between the entitlement balance and the balance required to pay the leave in full, if entitlement balance is insufficient to cover the duration of the leave (e.g. if leave entitlement balance is 5 hours but 8 hours leave is taken, 3 hours will be paid and the remaining 5 hours will be unpaid).
The Insufficient option is designed to be used in conjunction with the Sufficient option. For example, consider the following configuration where there are two different leave deduction rules for leave taken that belong to the same leave set:
Deduction Rule 1
Leave Rate Type = Payee Rate
Entitlement Balance Condition = Sufficient
Deduction Rule 2
Leave Rate Type = Agreement Rate
Entitlement Balance Condition = Insufficient
If a payee had a leave entitlement of 5 hours but took 8 hours of leave this configuration would result in the following:
5 hours of leave would be paid at the payee rate
3 hours would be paid at the agreement rate.
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If an entitlement balance condition is not used on a deduction rule for leave taken, the entire duration of leave taken is paid irrespective of a payee’s entitlement balance, as was the case previously. |
Benefits
This enhancement provides more flexibility to cater for paying leave in situations where a payee has an insufficient leave entitlement balance to cover the entire duration of leave taken. For example, the following scenarios can now be catered for:
partial payment of leave taken
paying the portion of leave that can be covered by the balance of entitlement at a different rate to the remainder of the leave duration.
Configuration
Entitlement balance conditions are available on deduction rules for leave taken, which are configured under Leave > Maintenance > Leave Type > Leave Type Entry > Leave Set > Deduction Rules > Deduction Rule Entry.
The relevant option (Sufficient or Insufficient) can be selected under the Entitlement Balance Condition section of the Deduction Rule Entry screen, as highlighted in the example below.
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On upgrading to V12 any existing deduction rules for leave taken that have an entitlement balance condition will be set to Sufficient, as that was the only option that was previously available.
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The Sufficient option will work differently after upgrade in that it will result in leave being partially paid in the event that a payee has an entitlement balance but that balance does not cover the entire leave duration. By contrast, prior to upgrade the Sufficient option only paid leave if the payee’s entitlement balance was sufficient to pay the entire duration of leave. |
Configuration Examples
The following examples show how leave will be paid depending on how the entitlement balance condition is set on a leave deduction rule for leave taken.
Example 1
Entitlement Balance | Leave Hours Taken | Entitlement Balance Condition | Leave Hours Paid |
|---|---|---|---|
5 | 7 | None | 7 |
Example 2
Entitlement Balance | Leave Hours Taken | Entitlement Balance Condition | Leave Hours Paid |
|---|---|---|---|
5 | 7 | Sufficient | 5 |
Example 3
Entitlement Balance | Leave Hours Taken | Entitlement Balance Condition | Leave Hours Paid |
|---|---|---|---|
5 | 7 | Insufficient | 2 |