Outlining Quota Entitlements

Objective

After completing this lesson, you will be able to outline the uses of the quota compensation infotype

Quota Compensation

The quota overview allows you to display or maintain the attendance and absence quotas that are assigned to an employee in a particular period. You can access the quota overview from the Time data menu. You can use this function to maintain or display an employee’s attendance and absence quotas.

The quota overview includes the following information:

  • Total entitlement
  • Requested and remaining days
  • Validity interval
  • Deduction interval of the quota
  • An indicator showing whether the entitlement was accrued manually or automatically

In the quota overview, you can display and process the following information:

  • Standard annual leave
  • Time off from overtime
  • Entitlement to educational leave

In the quota overview, you can perform the following tasks:

  • Select a row containing a quota and display more detailed information.
  • Correct the manually recorded quotas, that is, those that are not accrued in Time Evaluation.
  • Delete manually recorded quotas.
  • Branch to the list overview to display or maintain the attendances or absences to be deducted.

Quota Compensation

In the Quota Compensation infotype (0416), you can remunerate employees for their remaining absence entitlements that were not used by absences.

To compensate quotas, you specify various methods in Customizing that simplify the recording of quota compensation.

The following deduction methods are available:

  • Deduction according to an absence quota deduction rule for several absence quotas
  • Deduction of all absence quotas of one type that are deductible as of a key date for compensation
  • Deduction of absence quotas recorded manually

In addition to determining which quotas are to be compensated, you also need to determine the amount of compensation. To do this, you have to assign an appropriately configured wage type for valuation in Payroll.

When compensation records are entered, the quota or quotas to be compensated are reduced by the specified value. The changes made to the quota remainder are indicated directly in the infotype.

Note

Records of the Quota Compensation infotype are valuated directly in payroll before payroll deductions are calculated.