Description
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 days but 7 days leave are taken, 5 days will be paid and the remaining 2 days 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 days but 7 days leave are taken, 2 days will be paid and the remaining 5 days 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 days but took 7 days of leave this configuration would result in the following:
5 days of leave would be paid at the payee rate
2 days would be paid at the agreement rate.
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.
Any deduction rules with an entitlement balance condition
for leave taken that had an entitlement balance condition defined will
were configured with an entitlement balance type of Sufficient prior to upgrading to V12 will remain configured in the same way by default upon upgrading. The configuration of the entitlement balance condition can be changed after upgrading if necessary but only if the leave set to which the deduction rule belongs is yet to be used (i.e. there have been no leave transactions processed against the leave set).
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.
If you want to change the
To set the new Insufficient option you must edit an existing leave deduction rule for leave taken and select the option from the dropdown under the Entitlement Balance Condition
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 Days Taken | Entitlement Balance Condition | Leave Days Paid |
|---|---|---|---|
5 | 7 | None | 7 |
Example 2
Entitlement Balance | Leave Days Taken | Entitlement Balance Condition | Leave Days Paid |
|---|---|---|---|
5 | 7 | Sufficient | 5 |
Example 3
Entitlement Balance | Leave Days Taken | Entitlement Balance Condition | Leave Days Paid |
|---|---|---|---|
5 | 7 | Insufficient | 2 |