How to create leave entitlements with Methods of Calculation

When to Allocate

This field is used to specify whether the Leave should accrue at the Start or End of the Cycle/Period or during Input and defaults from the existing When column on the Leave Lines screen.
The available options are:

• Start of Cycle (SoC),
• End of Cycle (EoC),
• Start of Period/Month (SoM),
• End of Period/Month (EoM), and
• Input Based.

If the Start of Cycle (SoC) option is selected, the Conditions for
Calculation of Pro-Rata Leave field at the bottom of the screen
changes to make provision for the pro-rata of Leave for New
Employees in the Current Processing Period.

Please note that the Cycle Date on the Leave Lines screen must be
set up as a Fixed Cycle Date for this option to function correctly.

If the Input Based option is selected, no pro-rata can be done and the Conditions for Calculation of Pro-Rata Leave portion of thescreen will be empty.

If the Start of Period/Month (SoM) option is selected, the Leave forNew and Terminated employees in the Current Processing Period may be Pro-rated, using one of the two pro-rata options available.

This field is used to enter the Entitlement Days, e.g. 20.00 for 20 days. Once you have entered a Value for Entitlement Days, a
formula cannot be specified in the Enter Leave Method of
Calculation field.

This field is used to enter the Method of Calculation for the Leave Entitlement. A formula consisting of up to eight steps only can be set up in a Method of Calculation.
This method has to be set up in a logical order from step 1 to step 8. Enter a ? for a list of Methods of Calculation Codes to display:

These codes may be used in the Method of Calculation.

A new code LC – Leave Category is available when defining Methods of Calculation for Leave Entitlement.
This option may be used to pick up the Years + Months in Service and Values, as stored on the Leave Category Code field on the employee’s Leave Days screen.

When LC is entered in a method, three options are available:

“=” indicates that the Years in Service must be equal to the
criteria specified in the Years + Months column of the Leave
Category.
“~” indicates that the Years in Service must be up to and
including the criteria specified in the Years + Months column
of the Leave Category.
“$” indicates that a Multiple Cycle is used, e.g. Sick Leave
entitlement in the first 6 months of service is equal to 1 day
for every month worked and thereafter an additional 24 days
must be allocated in the remainder of the 3 year Cycle. For
every Cycle thereafter 30 days must be allocated with the
Start of the Cycle.

Cycle End Rounding

Enter a meaningful Short Description for the Method.

The purpose of this section of the Method of Calculation is to enable
you to pro-rata for the first and last period that the employee is in
service.

If When to Allocate is set to Start of Period/Month (SoM), and the Cycle Date on the Leave Lines screen is set up as either Date Engaged, a Fixed Cycle Date, a Specified Date plus a Number of Months, or Leave Start Date, the Leave for New and Terminated employees in the Current Processing Period may be Pro-rated. 

Two options are available but only one option can be selected. If the
employee was employed before the 15th, he should get the full
entitlement but if he was employed after the 15th, no entitlement
should be made, or alternatively, the employee’s entitlement can be
calculated as the monthly entitlement divided by the number of
calendar days multiplied by the number of days worked.

Option 1:
Full Cycle or Period Entitlement divided by x and multiplied by y as
indicated in the Divided by and Multiplied by fields, e.g. 1.6667
(Entitlement) / 31 (Calendar Days) x 18 (Days in Service).

Option 2:
If working days are more than specified days (see If Calendar Days
are less than field below), Leave Entitlement may be allocated in full.
If Calendar days are less than the specified days, then two options are
avalaible for Leave allocation, e.g. allocate Half of the entitlement
days (1.6667 / 2) for the period, or allocate None.

The system calculates this Value automatically. In this example, an
Entitlement Value of 1.6667 is used.

(e.g. 20 days/12 months = 1.6667).

The following options are available:

• Calendar Days in Month (CIM),
• Working Days in Month (DIM),
• Hours from HRS screen (HRxx),
• Total Number of Leave Pay Periods (LP),
• Hours per Period (HPM),
• Working Hours per Day (HPD),
• Value (Value), and
• Calendar Days in Period (DIP).

The following options are available:

• Hours (HRxx),
• Total Hours (THxx),
• Shifts this Period (STP),
• Shifts this Month (SM),
• XS screen (Xxx),
• Days in Service Total (DTS),
• Value (Value), and
• Calendar Days in Period (DIP).

The specified Calendar days must be entered in this field, e.g. 15
days.

If the days are less than the specified days, two options are available:
· Half (e.g. 1.6667 divided by 2), or
· None.
The applicable option can be selected by clicking on the Radio button
next to the option.