Leave Accrual Method

Select the Leave classification code identifying the type of leave.

Code	Description
B	Type B
C	Type C
D	Type D
E	Type E
F	Type F
L	Long Service Leave
S	Sick Leave
V	Annual Leave

 

Enter a four-character code that represents the Leave Accrual Method.

Enter a description of the Leave Accrual Method. This is used to easily identify accrual formula for different groups of employees.

This number identifies the period of accrual. Each period number with the same Accrual Code must be unique and should follow in sequence.

Each Accrual Code and Period Number combination identifies a different entitlement rate for a different accrual period.

The accrual period is identified by a combination of the Period #, Length of Accrual and the Length Type fields.

Select the starting date of the accrual calculation. This is also used as the default anniversary date if an Entitlement Date is not specified.

Code	Description
1	User Date 1 (Adjusted Service Date)
2	User Date 2
3	User Date 3
4	User Date 4
H	Hire Date

 

The Entitlement Date is only used if the anniversary of entitlement is different from the nominated Start Date.

If an Entitlement date was entered for a forced or common anniversary, the Period Number must be nominated so that the calculations will be reflected when the date is reached.

Enter the number of units to accrue for the accrual period.

• This field is related to the Unit Type that identifies if the units are in Hours, Days or Years.
• For Sick Leave, this field relates to the number of units to accrue without a certificate.

 

Enter the number of units, as specified on the Units Type field to accrue with a certificate for this period, as specified by the Period Number in conjunction with the Length of Accrual and Length Type fields.

• This only applies to Sick Leave.

 

Enter the maximum number of units that can be accrued for the Accrual Method.

• For Sick Leave, the maximum relates to accrual without certificate.
• The Entitlement without certificate excluding pro-rata will not exceed this amount regardless of the rate of accrual.
• The setup value is keyed in Period Number 01, but the setting will apply to all periods.

 

Enter the maximum accrual amount with certificate for the Accrual Methods.

• The Entitlement with certificate excluding pro-rata will not exceed this amount regardless of the rate of accrual.
• This only applies to Sick Leave for Period Number 01.

 

Enter the maximum number of units that an employee can take without certificate leave consecutively.

• This only applies to Sick Leave.

 

Enter the number of days, weeks or years, according to the Length Type, of which the leave is to be accrued.

• Rather than defining 52 weeks, it is recommended that 12 months is defined as this avoids rounding problems.
• Accrual over 52 weeks is not the same as 12 months.

 

This field is used in conjunction with the Length of Accrual field to identify the unit of measure to use.

Code	Description
D	Days
M	Months
W	Week
Y	Year

 

Enter the number of periods before entitlement becomes available to employees.

This field is used in conjunction with the Period before Entitlement field, it specifies the units of measure in the "Periods Before Ent" field.

Code	Description
D	Days
M	Months
W	Week
Y	Year

 

This field is used to force the system to recalculate entitlement leave based on the value in the Units to Accrue field.

• This field will only be accessible if the Pro-rata Method field is set to 'Y', the Period Before Entitlement is the same as the length of Accrual and the Classification is Annual Leave.

Code	Description
Y	The value accrued in Current Pro-Rata will not move to entitlement but rather the value in the Leave Method Unit to Accrue field. Example Leave Method units to accrue 152.00 Leave entitlement current pro-rata 151.9999 152.00 will move to the entitlement field on the Leave Entitlements window. Leave entitlement current pro-rata 151.9999
N	The value accrued in Current Pro-Rate will move to entitlement on Anniversary in the Leave Entitlements window.

 

This is the number of hours over which the leave is proportioned each week. This is matched to the base hours record on the employees master file and proportions the accrual if the employees base hours does not match this field.

• This field is mandatory if the Units Type field is set to H.
• This field must be blank if the record is for Long Service Leave and the LSL Absolute field is set to W.

 

This field relates to the Units to Accrue with Certificate, Entitlement, Units to Accrue Without Certificate and the Maximum Without Cerficate fields, and indicates the units of measure to use for those fields.

Code	Description
D	Days
M	Months
W	Week
Y	Year

 

This is used to specify if pro rate balances can be paid automatically when an employee has used up their entitlement and to control the display of pro-rata leave balances on the employee's SelfService Leave Entitlements window.

Code	Description
Y	Allow employee to take pro-rata leave if the entitlement has been taken and display the pro-rata balance on the employee's Self Service entitlements window. Sick Leave Only - The Pro-Rata value will be included in the Sick Leave Entitlement values show on the pay slip.
N	Pro-rata cannot be taken. Do not display the pro-rata balance on the employee's SelfService Leave Entitlements window. Sick Leave Only - The Sick Leave Entitlement show on the employee's pay slip will not include pro-rata values.

 

Specify how the accruals are to be generated.

Code	Description
A	Proportion the accrual according to the Average Worked Hours.
N	Do not pro-rate the accrual.
W	Proportion the Accrual according to Actual Worked hours.
Y	Proportion the accrual over Length of Accrual, using Base Hours.

• This may be overridden by the Pro-Rata Method defined in an employee's Leave window.
• For the calculation of an employee's Projected Leave Balance, the leave accrual in this field must be based on Actual Hours Worked ('W').

 

For Sick Leave and User Defined Leave only

This relates to the Units to Accrue Without a Certificate field. Specify if the employee can accumulate unused without certificate leave or not.

Code	Description
D	Unused Leave is dropped at rollover time.
N	Unused Leave remains without certificate entitlement.
Y	Unused Leave is added to the with certificate entitlement.

 

Enter the number of days in a week over which daily accrual amounts are to be calculated, normally 5 days.

 

This is used only when defining cyclic accruals and only on the last Period number record of the cycle. The Period Number can be specified for which cycle recommences.

• Example:

  02 is specified if the cycle to recommence is from Period 02.

If a Branch to Period is not defined, then the last Period Number of the cycle is used for all subsequent accrual periods.

• Example:

  This field is left blank if the accrual for the first year of service is 4 weeks and 5 weeks for each subsequent year of service.

 

This field is used to specify whether to display and report on equivalent leave balances in another unit of measure.

• Example:

  Annual Leave balances are always shown in hours, but equivalent values in days may also be required.

Code	Description
D	Days
H	Hours
M	Moths
W	Weeks

 

This is a mandatory field for any Leave Accrual Method relating to long Service Leave. That is, a classification of L or a user defined leave classification of B,C,D,E or F that is used for Long Service Leave Accruals.

Code	Description
D	Days
H	Hours
M	Months
W	Weeks

 

A mandatory field for Long Service Leave accruals. If a LSL Absolute code has been specified the LSL pro-rata accrual for the period processes is to be rolled to Entitlement must be specified.

Code	Description
N	Do not roll pro-rata values to Entitlement.
Y	Roll pro-rata values to Entitlement.

 

Are leave liability calculations for this Accrual Method to have pro-rata leave based on GESA calculations?

Code	Description
Y	Accrual Methods do have pro-rata leave based on GESA calculations.
N	Accrual Methods do not have pro-rata leave based on GESA calculations.

 

The number of years of employment to pass before Long Service Leave Liability calculations will be passed to your General Ledger.

• This only applies to Long Service Leave Accruals.
• Liability is still calculated and will be included in the Leave Liability report while the General Ledger is not updated until the specified number of years is reached.

 

If the Pro-rata Leave Liability based on GESA field is set to 'Y' the percentage to be used as a basis for the calculation of Prorate liability. 3 digits with 5 decimals can be entered (e.g. 123.12345).

 

The Pay Rate Code to be used as a basis for calculating Leave Liability.

Code	Description
AS	Annual Super Gross
A1	Average Rate 1
A2	Average Rate 2
A3	Average Rate 3
A4	Average Rate 4
A5	Average Rate 5
A6	Average Rate 6
R1	Base Pay Rate
R2	Award Rate
R3	Other Rate
R4 to R8	Pay Rate 4 to Pay Rate 8
OP	Ordinary Pay
SP	Salary package
TE	Total Employment Cost

• Read About Employee Pay Rates