FastTrack360 Version 12 Online Help
Additional Leave Set Hierarchy Levels
- Fiona Sims
Description
Previously, the leave sets that belong to a leave type could only be created at the country, employment type and payee level. In this release, additional leave set hierarchy levels have been added so that a leave set can be assigned to any of the following hierarchy levels:
Country
Brand
State
Region
Office
Parent
Client
Client
Cost Centre
Employment Type
Payee
The Parent Client, Client and Cost Centre options are unavailable if the Is For Payout, Transfer, Reset or Termination Only flag is ticked on the leave set. For more information, see Payout, Transfer, Reset & Termination Only Leave Sets.
Benefits
This enhancement provides for greater flexibility in the configuration of leave because a single leave type can now cater for variations in leave rules at any level of the FastTrack hierarchy.
For example, if there are different rules for accruing a given leave type depending on the client site at which a payee works, a single leave type can be configured with different leave sets for each respective cost centre and therefore a separate leave type does not need to be created to cater for each variation in the leave rules for the same type of leave.
Configuration
A leave set is assigned to a leave set on a leave type via the Hierarchy Level field on the Leave > Maintenance > Leave Type > Edit Leave Type > Leave Set screen, as highlighted in the example below.
Existing leave sets for existing leave types can only be assigned to any of the available leave set hierarchy levels if they are yet to be used. That is, if no leave transactions have been processed against the leave set.
New leave sets can be created and can be assigned to any of the available leave set hierarchy levels by clicking the Add action in the Leave Set panel and selecting the relevant hierarchy level corresponding hierarchy value on the Leave Set screen, as shown below.
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Transfer rules, reset rules and deduction rules for payouts and terminations cannot be created for leave sets that are linked to the Parent Client, Client or Cost Centre hierarchy level. This is because leave accrual transfers, leave accrual or entitlement balance resets and manual leave payouts that are triggered at the Leave Payments and Termination pay batch stages are not job-related transactions and therefore have no link to a parent, client or cost centre.
Leave sets that are linked to the Parent Client, Client or Cost Centre hierarchy level can only be used to define the rules for leave that is submitted via an absence item on a timesheet and not for leave requests that are submitted directly through the Leave module. When a leave request is submitted through the Leave module there is no link between the leave and a job and therefore there is nothing to link the leave to a leave set at the Parent Client, Client or Cost Centre level of the leave set hierarchy.
Similarly, accrual rules that are configured to be triggered by the leave service, as opposed to by processing a pay batch, cannot be triggered if they are configured on a leave set that is assigned to the Parent Client, Client or Cost Centre hierarchy level.
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Related pages
Classification-Public