The Annual Entitlement - Service Based window enables you to define the entitlement rules for a service based annual entitlement type. For example, an employee may initially be entitled to 20 days holiday, which increases to 22 days after 36 months.

To access this screen, enter fast path HR195S2. Select the Parameter ID, then select Entitlement from the navigation panel, and window in to the Entitlement field.

Annual Entitlement

Service Period Type

Enter W or M to indicate whether the service period type is weekly or monthly.

Unit Type

Display only. The entitlement unit type.

Incr Entl Mid-Cycle

This field is not enabled when the Not on Ent Chg check box in Leave Management Parameters is selected. Enter Y to increase the entitlement rate part-way through the entitlement cycle when the employee’s length of service moves them on to a new entitlement level during the entitlement cycle, or enter S to apply the new entitlement rate from the start of the entitlement year when the employee’s length of service moves them on to a new entitlement level during the entitlement cycle.

Note: You cannot enter S if the Apply Eff Date Mid-Cycle check box in Absence Parameter Entitlement Detail is selected.

Pro Rata C/Fwd Entitlement Cap

Enter Y to apply the standard pro-rata calculation to the carry forward entitlement limit which only references the FTE hours value. Enter E to apply the enhanced pro-rata calculation to the carry forward entitlement limit which references the FTE hours and the FTE weeks per year values. Enter N or leave blank to not apply any type of pro-rata limit to the carry forward entitlement value.

Note: The FTE is derived using the Post ID and End Date of the Entitlement Period with the remaining entitlement.

Paging Area

Serv

Enter the number of service periods for which you are defining an absence entitlement. This is used in conjunction with the following field, that is, if you enter 2 in this field and the Type field displays a M, the specified entitlement is applicable after 2 months.

Note: It is usual to have a zero entry to ensure that an employee has an annual entitlement from the day on which they start.

Type

Display only. The service period as defined above.

Cycle Length

Enter the length of the entitlement cycle, which is in months or weeks depending on the service period type.

Note: You can only enter entitlement cycle lengths that are equivalent to a whole year if the Part Period Pro-rata Type field in Leave Management Parameters is set to Part Start (PRTSRT).

Entitlement

Enter the amount of entitlement applicable to the service period. The units of the entitlement entered is determined by the Entitlement Unit Type field in Leave Management Parameters.

Min Req

Enter the minimum required number of holiday entitlement days or hours, as defined by your entitlement unit type, that an employee must have.

Global Cap

Enter the maximum number of entitlement days or hours, as defined by your entitlement unit type, that an employee can have.

Addtl Rate Entl

This field is only displayed when both the Additional Pay Calc Method and the Terminate Addtl Pay Calc Method options in Payment Details are set, and the selected Payment Pay Element is not type R (rated). Enter the amount of Additional Rate entitlement applicable to the service period. The units of the entitlement entered is determined by the Entitlement Unit Type field in Leave Management Parameters.

Additional

Click expand to display the following fields:

C/Fwd % Type

Enter B to use a percentage of the base entitlement, or enter R to use a percentage of the remaining entitlement to calculate the maximum entitlement that can be carried forward.

CFwd %

Enter the maximum percentage of entitlement that can be carried forward for an employee at the end of an entitlement year.

CFwd Cap

Enter the maximum number of entitlement days or hours, as defined by your entitlement unit type, that can be carried forward for an employee at the end of an entitlement year. If C/Fwd % Type is set to B and a CFwd % is set, the cap will be automatically calculated but this value can be overwritten.

C/Fwd Use By

Enter the day and month in the form DDMM, which is used in conjunction with the entitlement start year to calculate the date by which any entitlements carried forward must be used. Alternatively, leave this field blank to enter a value in the No of Pers field.

No of Pers

Enter the number of periods after the entitlement start date by which any entitlements carried forward must be used. This field is used in conjunction with the following field.

Per Type

Enter D, W or M to indicate whether the period type is days, weeks or months.

MCCFwdE

Enter Y if the Mid Cycle Carried Forward Entitlement functionality applies to this entitlement type for the applicable effective date.

Note: If the MCCFwdE flag is changed for a parameter set without the use of a new Effective Date then all existing entitlement records should be recalculated and any absences in those periods should be undone and re-processed (it is recommended that absences are undone before recalculating the entitlement followed by reprocessing the absences). A message reminding the user of this procedure will appear at the time the flag is changed. If there are post and/or service condition changes within the entitlement year, the recommendations are to delete the entitlement, undo absences (full undo) and then recreate the entitlement as otherwise the order in which the entitlement C\Fwd is recalculated may impact the entitlement value on the report.

Note: If the MCCFwdE flag is switched off for a future Effective Date having previously been switched on, then the Mid-Cycle C/Fwd entitlement will be transferred back into base C/Fwd entitlement on the new entitlement record. A warning message will be displayed at the time the new entitlement record is created.

Start Ent

Click WINDOW to display New Starter Entitlement Details, where you can specify the number of entitlement units a new starter would get in their first month when starting in the given month. You can only specify details in this window if the Part Period Pro-rata Type field in Leave Management Parameters is set to Part Start (PRTSRT).

MD195G5