Objectives
The time off structures required for accruals are:
Holiday calendar (Refer to Unit Absence Requests in Time Off for configuration instructions.)
Work schedule (Refer to Unit Absence Requests in Time Off for configuration instructions.)
Time types (Refer to Unit Absence Requests in Time Off for configuration instructions.)
Time profile (Refer to Unit Absence Requests in Time Off for configuration instructions.)
Time account types
Accrual Lookup By Seniority tables
Custom fields
MDF Objects
To configure accrual rules, follow these steps:
Create all holiday calendars, work schedules, time types, and time profiles, as needed.
Configure time account types.
Add the time account type to the time type.
Add custom fields to the Accrual Lookup By Seniority object.
Create the seniority lookup tables.
Configure the accrual rules.
Assign the accrual rules to the time account type.
Generate the time account.
Note
The accrual process needs at a minimum one holiday calendar, work schedule, time type, and time profile.
If holiday calendars, work schedules, time types, and time profiles are not available, create them as per the configuration instructions in the Configuration of Absence Requests unit.
If employees are entitled to or are accruing time off for a certain leave type, you need to have a time account per leave type and employee to manage the balance.
For such leave types, you need to define a time account type and the time type. You use the time account type to regulate:
How time accounts are created
How accruals are created
How leave can be taken
You can use a time account type to define what the user-specific time account must look like. Also, you can decide how accruals are booked and what period-end processing does. A time account has a balance, for example, 30 days of vacation, that the employee can take.
The time unit in the time account type is either days or hours. It must be the same as the unit for the corresponding time type.
You can mark a time account as recurring, permanent, or ad-hoc.
If you choose permanent, the user gets only one time account for this time account type (for example, effective dates 01/01/2016 to 12/31/9999).
If you choose recurring, the user gets yearly time accounts for this time account type. Recurrent time account types are typically used if you have a vacation time account type. The relevant balance must be usable within a year, or a year plus, for example, three months.
With the account creation start date, you can determine whether the recurring time account starts on an employee's hire date or on another date, such as January 1.
The frequency period entered in the time account type defines how often accruals should be booked on the user's time account, for example, weekly, monthly, or yearly. (See The Accrual Management in Time Off chapter of the Time Off implementation guide has more information.)
To configure the time account type, complete the following process:
Select Manage Time Off Structures→Create New→Time Account Type.
Select the Payout Eligibility status (optional).
Use this field to determine whether the time account type is relevant to payouts. If you select Eligible here, you must also maintain a pay component group and a pay component in this time account type.
If needed, enter the rule to be applied to the change calendar scenario for Interim Time Account Update.
(See the chapter on Interim Time Account Updates in the Time Off Implementation Guide for usage instructions.)
If the time account type is country/region-specific, enter the Country/Region.
Select the Accrual Frequency Period.
Usually, accruals are done monthly or yearly. Note that Once Only is available only for time account types where Account Creation Type is set to Permanent.
Indicate whether the process must be automated or run manually in field Level of Accrual Automation. No Automation is recommended during configuration and testing and Automatic Accrual Creation for production.
Select the Simulate Accruals option.
Choose Yes to allow the system to simulate future accruals when someone requests time off or reviews account balances.
If you choose No, only time off up to the accruals amount already posted can be requested.
Select the entitlement method.
If you choose Entitled as Accrued, accruals become usable immediately.
If you choose, Entitled as Transferred, additional configuration options are made available, which you can use to specify rules that define how accruals are transferred (See the Time Off Implementation Guide for details.)
If a termination rule is used to compute the remaining balance when the employee terminates, enter the date to start the proration computation from in the If a Termination Rule Data Effective Date field.
Enter the basis for accruals in the Accruals Based On field.
If you choose Recorded Times as a basis for accruals, you will get all available information about recorded times in your accrual, hire, and termination rule.
If you choose Standard, you do not get any further information. This option must not be changed later.
Enter the rule to be applied to the calculation of accruals in the Accrual Rule field.
Example: If the accrual period is monthly, the monthly accrual rule is entered here.
Enter the rule to be applied to the calculation of accruals for hire accrual period in theHire Rule field.
Note that, if there is no rule, the employee does not accrue time off in the accrual period of the hire date.
Example: If the accrual period is monthly and a rule is created to prorate the accrual hours over the hire date to the end of the month, enter the rule here.
Enter the rule to be applied to the calculation of accruals for terminated employees in the Termination Rule field
Note that, if there is no rule, the employee's accrual is 0 for the accrual period of the termination date.
Example: If the accrual period is monthly and a rule is created to prorate the accrual hours over the beginning of the month to the Termination date, enter the rule here.
If used in a rule, enter the number of days in the Accrual Creation Offset(Days) field.
The offset defines when the time account change calendar for automatic accruals should be created.
Example: If monthly accruals are selected in the time account type and the accrual booking should be executed on the last day of the previous month, enter -1 here.
Enter the Time From Hire To First Accrual.
If new hires don't start to accrue time off right away, but only after a specified period, enter the relevant number here. It works, in combination with the Time Unit from Hire to First Accrual field, to determine the period.
Example, if the accrual period is monthly and the first accrual is to be generated six months after the hire date, the number 6 must be entered in this field and Months in the Time Unit From Hire to First Accrual field.
Enter Time Unit From Hire to First Accrual. Enter Days, Weeks, Months, or Years.
Choose the time unit that applies to the number you enter in the Time From Hire To First Accrual field.
If applicable, enter the Balance Cannot Fall Below hours.
If employees are allowed to borrow time, enter a negative number. The time unit is derived from the unit in the time account type.
If employees are not allowed to take all the leave they have, but must leave, for example, five days on the time account, enter a positive number.
Enter an appropriate externalCode.
Enter an appropriate externalName.
Select the Unit.
Enter a time unit here, either Hours or Days. It must be the same as the unit chosen in the matching time type. Note that, once one or more time accounts exist for this time account type, you can’t change the unit.
Select the Creation type.
Select Permanent if you want to have only one time account per employee for this time account type.
Select Recurring if you want to have multiple time accounts, each valid for one year.
Select Ad Hoc if you want to have an independent time account type option.
Depending on the accrual period, additional fields may be required. See the Time Account Type section in the Time Off Implementation Guide for more details.
Enter type of account creation in the Account Creation Automation field.
For automatic creation of time accounts, select Automatic Account Creation. For manual, select No Automation. No Automation is recommended during configuration and testing and Automatic Accrual Creation for production.
Indicate if period end processing should be done manually or automatically in the Period-end Processing Automation field. For automatic processing, select Automatic At end of booking period, for manual, select No Automation. No Automation is recommended during configuration and testing and Automatic at end of booking period for production.
In Account Valid from (Day), enter a number between 1 and 31, showing the day of the month when the account should start.
In Account Valid from (Month), enter a number between 1 and 12, showing the month of the year when the account should start.
Enter the rule to be applied for period-end processing in the APeriod-End Processing Rule field.
Enter a number specifying the number of months after the end of the validity period of a recurring account when bookings are possible in the Account Booking Offset (Months) field. For example, if the time account is valid from Jan 1 to Dec 31, but bookings are allowed through March 31 of the following year, the offset is three months.
Enter when the time account creation should start in the Account Creation Start Date field.
Enter the order in which the accounts should be booked during a leave request in the Posting Order field
In the following figure, you can see the configuration settings for the creation of time account type PTO – Paid Time Off.
There are three options for creating time account types with a flexible start date:
Employee Hire Date
The time accounts are valid from the anniversary of the day that the employee was hired. Time account creation based on hire date can only be defined for time account types with frequency Annually or Monthly.
Employee Flexible Date
The time accounts are valid from the date that has been determined in the Flexible Account Start Date Rule, for example, seniority date or other employee-specific dates.
Account Valid From (Day or Month) for Time Account Type
Make the necessary entries in the Account Valid From fields.
First, you need to create a new rule by navigating to Configure Business Rule→Create New Rule and select Flexible Account Start Date.
Note
It's recommended that you no longer use the Employee Hire Datesetting. Instead, use Employee FlexibleDate and set the reference date to the hire date. The Employee Hire Date setting will be deprecated in future releases and there are many restrictions related to it.
In the rule, you can select the date from Job Information as in the following figure:
The time account is assigned to the time type that is assigned to the time profile, which, in turn, is assigned to the employee on the Job Information record.
Select Manage Time Off Structures.
Retrieve the time type, and then add the Time Account Type in the timeAccountPostingRules section.
In the following figure, the time Account Type PTO – Paid Time Off is assigned to the time type.
You need to configure the Time Accounts for some U.S. employees. Initially, you will create and assign the time profile to a single user for testing. You will also use the previously created Holiday Calendar, Work Schedule, Time Types, and Time profile.
You also need to configure the Time Account Types for the Vacation and Sick Leave for the U.S. employees. These need accounts because they will support yearly balances. Jury Duty and Leave of Absence won't require accounts because they will not accrue time. Each approval will be unique.
Account for vacation rolls over every year
12 days annual
Max of 60 days
Taken in hours
Self-service
Sick doesn't roll over
Six days annually
No rollover
Taken in ½ days
Self-service
Leave of Absence no account
No Self-service
Jury Duty no account
Taken in Full Days
Self-service
Note
This exercise requires you to have successfully completed the exercise, Create a Custom Holiday Calendar and Create a Period Work Schedule and Setup a Time Type and Time Profile.
Create the Time Account Type for the Vacation Time Type. Each account will be good for the entire year. Time can be taken in hours. When the warning appears that you have not assigned a period-end processing rule, select Yes to acknowledge the change. Update the time type to us the posting priority to: Post to time accounts by defined time account period.
| Field | Value |
|---|---|
| Balance cannot fall below | 0 |
| External Code | VACATION_US |
| External Name | Vacation Current Year |
| Unit | Hours |
| Account Creation Type | Recurring |
| Account Creation Start Date | Account Valid From (Day or Month) for Time Account Type |
| Account Valid From [Day] | 1 |
| Account Valid From [Month] | 1 |
| Account Booking Offset [Months] | 0 |
Navigate to Manage Time Off Structures.
Search for the time Type: Vacation U.S..
Select Take Action→Make Correction.
Click the + next to Time Account Type under the heading Time Account Posting Rules.
Set the fields according to the table: Vacation U.S. Time Account.
When the Warning appears that you have not assigned a period end processing rule, select Yes to acknowledge the change.
Close the time account type to return to the time type record page.
Select the Time Account TypeVACATION_US from the drop-down list in the Time Type record.
Assign the external code 1 for the selected time account type.
For the time type record: set the Posting Order to: Post to time accounts by defined time account period.
For the time type record: Set the Posting Order to: Oldest First by Bookable period.
Save the time type record.
Create the appropriate time account type for Sick Leave U.S. using the table: Sick Leave U.S. Time Account.
| Field | Value |
|---|---|
| Balance cannot fall below | 0 |
| External Code | SICK_US |
| External Name | Sick Leave Current Year |
| Unit | Days(s) |
| Account Creation Type | Recurring |
| Account Creation Start Date | Account Valid From (Day or Month) for Time Account Type |
| Account Valid From [Day] | 1 |
| Account Valid From [Month] | 1 |
| Account Booking Offset [Months] | 0 |
Navigate to Manage Time Off Structures.
Search for the time Type: Sick Leave US.
Select Take Action→Make Correction.
Click the + next to Time Account Type under the heading Time Account Posting Rules.
Set the fields according to the table: Sick Leave US Time Account.
When the Warning appears that you have not assigned a period-end processing rule, select Yes to acknowledge the change.
Close the time account type to return to the time type record page.
Select the Time Account TypeSICK_U.S. from the drop-down list in the Time Type record.
Assign the external code 1.
For the time type record, set the Posting Priority to: Post to time accounts by defined time account period.
For the time type record, set the Posting Order to: Oldest First by Bookable Period.
Save the time type record.
Assign the Time Profile: STANDARD_PROFILE_US, Holiday Calendar: 2021_2022_HOLIDAY_US, and Work Schedule MON_FRI_US to Frank Dillon. The effective start date is today, with the event reason Data Change.
Navigate to Frank Dillon’s employee file.
Access the history of Job Information.
Insert a new record with the effective start date as today.
Set the Event and Event Reason to Data Change/Data Change.
In the time information section, add the records: 2021_2022_HOLIDAY_US, STANDARD_PROFILE_US, MON_FRI_US.
Save the changes.
Note
if a workflow is triggered to all users of the dynamic group Talent Approval, proxy in as a member of the group, for example, Alex Anderson, open the To-Do pane (top right corner next to the search icon), choose Approve Requests. Locate the approval request for Data Change for Frank Dillon and choose Approve. Then choose Become Self to return to your login user home page.
Verify the creation of the time accounts. They need to be valid for the current year with no available time.
Refresh the page.
In Action Search, type Administer time.
Note
Select Administer time for… Frank Dillon.
Select Time Accounts.
Verify that the two accounts are created and are valid for this year.
The most common types of accrual rules are annual, monthly, hire (accruals for the period between the hire date and accrual period end date), termination (accruals between the accrual period start date and the termination date) and period-end (for example, year end).
The configuration and execution of an annual rule is used in this section to demonstrate how to configure and execute accrual rules. Accrual rules for monthly, hire, termination, and period-end will be addressed later.
Annual accruals are done once each year typically on January 1 or December 31. In fixed amount, a lump sum of hours or days are granted to the employee via an accrual rule.
Select Configure Business Rules→Create New Rule.
Select Accrual.
Make the following entries:
Enter the Rule Name.
Enter the Rule ID.
Choose Continue.
Here's some information on the individual parameters (see the Time Off implementation guide for more details).
accrualRuleParameters- You have to assign this parameter to each accrual rule. It contains information about accrual start date and end date and accruable start date and end date.
Accrual Start Date - This date is the start date for the accrual period. For example, if a monthly accrual frequency is defined, this parameter is filled with the first day of the month the accrual rule is called for.
Accrual End Date - This date is the end date for the accrual period. For example, if a monthly accrual frequency is defined, this parameter is filled with the last day of the month for which the accrual rule is called.
Accruable Start Date- The accruable start date is later than or the same as the Accrual Start Date, it can be later than in the case of the employee being hired during the accrual period, for example, the accrual period is January 1 to December 31, and the employee is hired on March 15, the accruable start date is March 15.
Accruable End Date- The accruable end date is later than or the same as the Accrual End Date. The date can be sooner than in the case of the employee being terminated during the accrual period. For example, if the accrual period is January 1 to December 31, and the employee is terminated on March 15, the accruable end date is March 15.
accrualRuleVariables- This variable is a helper object to store interim results for more clarity in a rule calculation. You can assign it as a parameter to an accrual rule. The fields of this object are always empty until you set them explicitly in the rule. Make sure that you assign values before you access them to guarantee proper rule execution.
An example is if you need to call several rule functions or lookup tables to determine the date or amount of an accrual. You can use the variables to keep interim results. No records of that object are saved. The predefined fields are as follows, but you are free to add custom fields according to your accrual rule needs:
Seniority
Posting Date
Balance
Number of Months
Average full-time equivalent(FTE)
plannedWorkingTimeParameters: This parameter is optional. It contains the number of hours and days planned (based on work schedule) for the accruable period.
accrualCalculationBaseParameters: This parameter is required if your time account type calculation is based on recorded times. It contains information about actual hours and days worked.
timeAccount: This parameter is required if you want to stop the accrual on a certain amount. It is also required if you want to use a rule function, which needs this object as input.
Set the rule to be Always True.
Create a THEN statement to set the fixed amount for the accrual period. See the following example:
Note
This rule is available in the Success Store (rule SF_ACCRUAL_FixedAmount). You can either copy it or create a new rule based on the Accrual rule scenario.
Select Manage Time Off Structures.
Retrieve the time account type.
Select Take Action→Make Correction.
Add the accrual to the Accrual Rule field as shown in the following figure.
To generate the time account, proceed as follows:
Select Manage Time Off Calendars.
Select the + New Calendar link to create the time account (if not already created) as follows:
From the dropdown, select Account Creation.
Set the Change Scenario field to Account Creation.
Select New Calendar.
Enter the name of the run in the Name field (any string of alpha/numeric characters is acceptable).
Enter the Start Date (the start date of the accrual period, for example, January 1, yyyy).
Enter the End Date (the end date of the accrual period, for example, December 31, yyyy.
Enter the Time Account Type.
If the run is to be executed at a future date, enter the future date in the Run Date field.
The following figure shows an example of the entries required:
Select Save.
To execute the run, choose Run. After the run is completed, a time account as shown in the following figure is created:
Note
When testing, it is recommended that the Simulate option be used.
Now that the time account has been created, select the + New Calendar link to create the time account detail (the actual hours to be awarded per the accrual rule) as follows:
From the dropdown, select Accrual.
Enter the name of the run in the Name field (any string of alpha/numeric characters is acceptable).
Enter the Start Date (the start date of the accrual period, for example,January 1, yyyy).
Enter the End Date (the end date of the accrual period, for example, December 31, yyyy).
Enter the Time Account Type.
If the run is to be executed at a future date, enter the future date in the Run Date field.
The following figure shows an example of the entries required
Select Save.
To execute the run, choose Run. After the run has been completed, the time accrual is created as shown in the following figure.
After the run is completed, the time account is updated with the accrual amount.
Note
Calendar Processing: The calendar picks every employee who has a valid time account for the execution period (example: March 2014). The corresponding rule is then executed for these employees:
If the employee is hired within this period, the hire rule is executed.
If the employee is terminated within this period, the termination rule is executed.
If the employee is hired and terminated within this period, the termination rule is executed.
If the employee is not hired or terminated within this period, the accrual rule is executed.
Note
When testing, it is to use the Simulate option.
The periodic time account update process allows you to make multiple payouts with different pay components. This enables admins to pay out any remaining balances for working time accounts or time off in lieu accounts at the end of a period such as a year or month, which avoids the manual payouts.
The configuration of payouts using business rules offers the flexibility to calculate the payouts using certain thresholds and distribute the balances across different pay components. The pay components are mapped to the wage types with different payment rates in Employee Central Payroll.
You need to configure the Time Accounts for some U.S. employees. Initially, you will create and assign the time profile to a single user for testing. You will also use the previously created Holiday Calendar, Work Schedule, Time Types, and Time profile.
You need to configure the accrual rule for the Slick Leave. In this scenario, sick leave is accrued every year, with each employee receiving six days.
Note
This exercise requires you to have successfully completed the following exercises: Create a Custom Holiday Calendar, Create a Period Work Schedule, Set Up a Time Type and Time Profile, and Create Time Accounts and Assign Time Profiles.
Create a new business rule based on the accrual scenario. Configure the based on the image:
Select Configure Business Rules→Create New Rule.
Select Rule Scenario: Time Management: Accrual.
Make the following entries:
Enter the Sick US Annual Accrual in the Rule Name field.
Enter the SICK_US_ACCRUAL in the Rule ID field.
Click Continue.
Complete the Rule according to the image.
Click Save.
Assign the Accrual Rule that you created to the Time Account Type Sick Leave Current Year. Set the frequency to annually.
Select Manage Time Off Structures.
Retrieve the time account type Sick Leave Current Year.
Click Take Action→Make Correction.
Set the Accrual Frequency Period to Annually.
Set Accrual Based on to Standard.
Choose Save.
Set the Accrual Rule field to SICK_US_ACCRUAL.
Accept the warning by clicking Yes.
Simulate creating the Time Account for the Sick Leave Current Year time type for next year. Use the start and end dates as January 1 and December 31 of the next year.
Note
The account for the current year has already been completed when the Time Profile was assigned, which will show the process for creating the accounts via the Time Off Calendar.
Select Manage Time Off Calendars.
Click the + New Calendar link to create the time account (if not already created) as follows:
From the drop-down, select Account Creation.
Enter the name of the run in the Name field – Sick Leave Current Year Account Creation.
Enter the Time Account Type Sick Leave Current Year.
Enter the Start Date (the start date of the accrual period, for example, January 1, yyyy).
Enter the End Date (the end date of the accrual period, for example, December 31, yyyy).
Select Save and Simulate.
Navigate to Scheduled Job Manager.
Download the Simulated Calendar Run job status and verify that an account has been created.
Run the Annual Accrual for the current year. Create and run an accrual calendar by using this year's dates for the time account Sick Leave Current Year.
Select Manage Time Off Calendars.
Select the + New Calendar link to create the time account (if not already created) as follows:
From the drop-down, select Accrual.
Enter the name of the run in the Name field as Sick Leave Current Year Account Creation.
Enter the Time Account Type SICK_US.
Enter the Start Date (the start date of the accrual period, for example, January 1, yyyy).
Enter the End Date (the end date of the accrual period, for example, December 31, yyyy).
Select Save.
Choose Run on the Accrual job you created.
Verify the posting of the Time Account Details to Frank Dillon.
In Action Search, type Administer time.
Select Administer time for… Frank Dillon.
Select the Sick Leave Current Year and verify that six days were posted.
You can set accrual rules to determine the seniority of the employees (typically, the difference between the date of the award and the hire date) and then look up the Accrual Lookup By Seniority tables to get the number of hours or days to be awarded. It then creates a Time Account Detail, which is posted to the Time Account that stores the granted balance and which is available for the employee’s use.
Note
This lesson will review the differences in creating the accrual rule for seniority versus the fixed amount in the previous section. Not all steps that are the same will be reproduced.
Accrual Lookup By Seniority is a delivered MDF Object designed to help in determining the accrual amount based on seniority. This object defines the seniority table layout. It must be customized to add fields to the table to satisfy accrual requirements. The following customizations are recommended:
Because the externalCode of the object is the fromSeniority date, create a custom seniorityFrom field and label it Seniority From. Change the label of the externalCode to External Code.
If accrual amounts granted along with seniority are by the employee grade, division, country/region, and so on, custom fields can be added to identify these entities.
Create a custom name field to be given to the tables, for example, identifying the country/region, division, and so on.
Select Configure Object Definitions→Object Definition→Accrual Lookup By Seniority.
Add custom fields as shown in the following figure. In this example, two fields are added:cust_seniorityFrom and cust_name.
Change the label of field seniorityFrom (the External Code field) by selecting theDetails link of the seniorityFrom row. The object in the figure is displayed. Change the label to External Code.
Change the label of field cust_seniorityFrom by selecting the Details link of the cust_seniorityFrom row. Change the label to Seniority From as shown in the following figure.
Change the label of field cust_name by selecting the Details link of the cust_name row. Change the label to Lookup Name as shown in the following figure.
Accrual Lookup By Seniority tables are configured to be used by accrual rules to determine accrual amounts. The object is used as a lookup table.
The accrual amount depends on how long the employee has been with the company (that is, seniority). Based on that seniority, employees get different accrual amounts; for example, employees with 0 to 9 years of seniority are eligible for 10 days and 10 to 99 years for 15 days. A table must be created for each range of years and amounts, that is, for this example, two lookup tables are required.
Perform the following process to configure the Accrual Lookup by Seniority table:
Select Manage Time Off Structures→Create New→Accrual Lookup By Seniority.
Enter the External Code: This code must be a number.
Enter the Seniority From: You can define this number in months or years depending on how your system is configured.
Enter the Seniority To: You can define this number in months or years depending on how your system is configured.
Enter the Accrual Amount: Enter the number of time units that you need to accrue.
Enter the Lookup Name: The name must be meaningful; for example, if amounts are accrued based on seniority, pay grade range, and country/region/region/region/region/region, the lookup name must reflect the relevance, for example, USA Grade 1–5. This label is used in the accrual rule to identify the source table for the accrual amounts.
For Accrual Lookup by seniority levels shown in the following table, two lookup tables must be created: one for each level.
| Seniority From | Seniority To | Amount (days) |
|---|---|---|
| 0 | 9 | 10 |
| 10 | 99 | 15 |
The Accrual Lookup by Seniority Table for Level 0–9 years is shown in the following figure.
The Accrual Lookup by Seniority Table for Level 10–99 Years in the following figure.
Create a business rule by using the Accrual Rule scenario as described in the previous section. When you create the THEN statements for the rule, you set the rule variable to store the employee’s seniority and amount to be posted. Finally, the rule then posts the appropriate amounts by using the Create Time Account Details expression used in the fixed amount scenario.
Take a look at the example. Three expressions are added to the THEN part of the rule. The first one calculates the seniority of an employee, taking account of the employee's hire date and the posting date of the accrual (Accrual Start Date). There are three rule functions available for calculating the seniority:
Difference in Calendar Years (shown earlier)
Difference in Calendar Years (Round Up)
Difference in Calendar Years (Round Down)
With the second expression, you read the correct accrual amount from the lookup table. To determine the booking amount, you define the table lookup to select the right entry from table Accrual Lookup By Seniority. Here, the seniority calculated in the first step is used to define the Where conditions.
With the third expression, you create the accrual booking.
Note
Avoid overlaps or gaps in seniority windows:
Note
A rule is available in Success Store (rule SF_ACCRUAL_BasedOnSeniority). A rule of lookup by seniority combined with average FTE is also available in Success Store (rule SF_ACCRUAL_FteAndSeniority). You can either copy this rule or create a new rule based on the Accrual Rule scenario.
You need to configure the Time Accounts for some U.S. employees. Initially, you will create and assign the time profile to a single user for testing. You will also use the previously created Holiday Calendar, Work Schedule, Time Types, and Time profile.
You need to configure the accrual rule for the Vacation. In this scenario, Vacation leave is accrued every year, with each employee receiving 12 days. However, the maximum amount accrued is set to 60 days. Also, any employee with seniority over five years should receive 15 days.
Note
This exercise requires you to have successfully completed the exercises: Create a Custom Holiday Calendar, Create a Period Work Schedule, Set Up a Time Type and Time Profile, and Create Time Accounts and Assign Time Profiles.
Create the lookup tables based on the provided accrual information.
Select Manage Time Off Structures→Create New→Accrual Lookup By Seniority.
Create two new lookup tables as shown in the following table.
External Code | Seniority From | Seniority To | Accrual Amount | Lookup Name |
|---|---|---|---|---|
| 1 | 0 | 4 | 96 | Vacation_US |
| 2 | 5 | 99 | 120 | Vacation_US |
Create the annual accrual rule.
Select Configure Business Rules→Create New Rule.
Select Time Management→Accrual.
Specify the following for the new rule.
Rule Name: Vacation US Annual Accrual
Rule ID: VAC_US_ACCRUAL
Start Date: 01/01/1900
Select Continue.
Set the If clause of the rule to always true by selecting the Always True checkbox.
In the Then clause, select Edit.
Create the first expression of the Then clause to calculate the seniority as the difference in calendar year between the employee hire date and the start date of the accrual.
Choose Add Expression and then select Edit.
Create the second expression of the Then clause to calculate the seniority as the difference in calendar year between the employee hire date and the start date of the accrual.
Choose Add Expression and then select Edit.
Enter the following for the third expression of the Then clause to look up the seniority table amount.
Choose Add Expression and then select Edit.
Enter the following for the fourth expression of the Then clause to post the accrual amount based on the seniority, capped by the maximum amount.
Save the changes.
Assign the accrual rule to the Vacation US Current Year time account type.
Select Manage Time Off Structures.
Retrieve the VACATION_US Time Account Type.
Select Take Action→Make Correction.
Set the Accrual Frequency Period to Annually.
Set the Accruals Based On to Standard.
Set the Entitlement Method to Entitled as Accrued.
Set the Accrual Rule as VAC_US_ACCRUAL.
Save the changes. If you get a pop-up warning, select Yes.
Generate the Accrual. Run the Accrual for the current year, January 1 to December 31 for the Vacation US rule.
Select Manage Time Off Calendars.
Select + New Calendar and choose Accrual.
Configure the following fields:
Name: Vacation Current Year Accrual
Time Account Type: Vacation_US
Start Date: Jan 1, yyyy
End Date: Dec 31, yyyy
Save the job.
Run the job.
Verify the posting of the Time Account Details to Frank Dillon.
In Action Search, type Administer time.
Select Administer time for... Frank Dillon.
Select the Vacation Current Year and verify the hours available were posted.