FastTrack360 Version 12 Online Help
Enhancement to Entitlement Balance Condition for Leave Deduction Rules
- Max Ciereszko
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 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:
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Deduction Rule 1
Leave Rate Type = Payee Rate
Entitlement Balance Condition = Sufficient
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Deduction Rule 2
Leave Rate Type = Agreement Rate
Entitlement Balance Condition = Insufficient
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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.
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.
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 |
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Example 2
Entitlement Balance | Leave Hours Taken | Entitlement Balance Condition | Leave Hours Paid |
|---|---|---|---|
5 | 7 | Sufficient | 5 |
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Example 3
Entitlement Balance | Leave Hours Taken | Entitlement Balance Condition | Leave Hours Paid |
|---|---|---|---|
5 | 7 | Insufficient | 2 |
Related pages
Classification-Public