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How to set up Vacation and Other Cumulative Leave Rules?

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Navigation: Leave>> Leave Setup>> Vacation and Other Cumulative Leave Rules          

Cumulative Leave

Accumulated annual leave means leave carried over or brought forward from previous year(s) as untaken leave. “Accrued annual leave” means leave accrued or earned in relation to service in the current year of service. 

On HRplus, Cumulative leave is both accumulated and accrued.

Cumulative leave types are defined in: Leave Setup>> Leave Types as Accumulate Unused Leave = Yes , e.g. Vacation

Entitlements for vacation/cumulative leave are based on user-defined criteria as defined in Leave Types (Leave Setup>>Leave Types). These criteria include specifying the number of years service required, the default leave amount, the leave reset interval, the leave accumulation per year etc.

In Vacation/Cumulative Rules, user-defined Vacation/Cumulative Rules may be set up for different classes of employees e.g. those employees of a particular status, or in a specific pay group, or who hold a particular job.

For employees who do not fall in either of the classes specified here or in Leave Overrides, the default amount in Leave Types is used once the Use Leave Type Default flag is defined as Yes. 

Vacation Leave Rules can be linked to any of one (1) and a maximum of two (2) parameters as follows:

  1. Employee Status
  2. Job
  3. Pay Group
  4. Staff Type
  5. Salary Grade
  6. Salary Category
  7. Salary Range

Select New Vacation/Cumulative Leave Rule

Enter Vacation/Cumulative Leave Rules

Enter Vacation/Cumulative Leave Entitlement Details

Leave Type Code/ Description: From the drop-box, select the Leave Type for which you are setting up Rules.

Years of Service Required – Start: Enter the minimum number of Years of Service that an employee should have attained before s/he becomes eligible for the Vacation Leave Entitlement (a decimal can be used if the service required is less than a year e.g. 0.25).

Years of  Service Required – End: Enter the maximum number of years to complete the range of service required for the particular vacation entitlement e.g. 1 to 3 years, 4 to 6 years etc.

Leave Entitlement: Enter the amount of days the employee is entitled to with the range previously specified e.g. 10, 15, 20 etc.

Accumulate Leave Entitlement to a Maximum of (x) Days Per Year: Enter the allowed amount of unused vacation days that can be carried over to the next year in the field.

Accumulate Leave Entitlement to a Maximum of (x) Total Days: Enter the total amount of days that can be accumulated by an employee. If on the rollover date, the amount of leave the employee has ‘saved up’ plus the employee’s current entitlement  is greater than the Total Accumulation Days, then only the Total Accumulation Days are given to the employee.

Leave Entitlement: Enter the amount e.g. 10, 15, 20 etc.

Define Leave Rules Criteria

Define Leave Rules Criteria

Vacation and Other Cumulative Leave Rules can be linked to defined for various classes of employees as outlined below and a maximum of 2 parameters.

Employee Status - select from the list. Select this option only the Employee Status parameter, is to be used to define the vacation leave rule.

Is Employee Status linked to another options? – check this box if, only the Employee Status parameter, is to be used together with another parameter to define the vacation leave rule. Note, if a rule is to be linked to another parameters, then one of those parameters MUST be Employee Status.

Job to which rule is linked - if the rule is linked to a job, select the Job from the drop-down list.

Pay Group to which rule is linked - select the Pay Group.

Staff Type to which rule is linked - select the Staff Type.

Salary Grade to which rule is linked - select the salary grade from the drop-down list.

Salary Category to which rule is linked - select the salary category from the drop-down list. You can either link the rule to a Salary Grade OR Salary Category NOT both.

Salary Range to which rule is linked - select the start and end dates.

 

 Accepted combinations of of vacation/cumulative leave parameters are as defined below:

  1. Employee Status 
  2. Job Only
  3. Job And Employee Status 
  4. Pay Group Only Rule 
  5. Pay Group And Employee Status 
  6. Staff Type 
  7. Staff Type and Salary Grade
  8. Salary Range 
  9. Salary Range And Employee Status  
  10. Salary Grade 
  11. Salary Grade And Employee Status
  12. Salary Category 
  13. Salary Category And Employee Status 

 

Effective Date: The date that the respective Leave Rule came into effect.  Note, the application keeps two records: the effective date you have entered as well as the “Last Updated” entry

Previous Article How to link a Leave Type to a Company?
Next Article How to set up Non- Vacation /Non-Cumulative Leave Rules?
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