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Leave Accrual Plan

Create Annual Leave Opening Balance


NOTE : Go to 01-JAN-2000 using date track mode before creating element.
N:avigation: HRMS Super User-->Total Compensation-->Basic-->Element Description
Element Name
Primary
Classification
Description

Annual Leave Opening Balance


Information
This Element Capture Opening
balance.

Type

Non Recurring

Input Values

Opening Balance(Day)
Effective Date(Date)
Reason (Character)
Future1 (Character)
Future2 (Character)

Save Element and click on Input Value

Create Annual Leave Adjustment


Element Name

Annual Leave Adjustment

Primary
Classification

Information

Description

This Element Capture Adjustment


balance

Type

Non Recurring

Input Values

Adjustment Days (Day)

Effective Date (Date)


Reason(Character)
Future1 (Character)
Future2 (Character)

Save Element and click on Input Value

Create Annual Leave Encashment


Element Name

Annual Leave Encashment

Primary
Classification

Information

Description

This Element Capture Encashment of leave


balance.

Type

Non Recurring

Input Values

Encashment Days (Day)


Effective Date (Date)
Reason(Character)
Future1 (Character)

Future2 (Character)

Save Element and click on Input Value

Create Link for above 3 all elements.


Navigation--> HRMS Super user -->Total Compensation -->Link

Define Accrual Plan


Navigation: HRMS Super user-->Total Compensation-->Accrual plan
Plan Name

Annual Leave Plan

Accrual Category Vacation


Accrual Units

Days

Description

Accrual Plan For Annual


Leave

Accrual Formula

PTO_PAYROLL_CALCU
LATION

Carry Over
Formula

PTO_PAYROLL_CARRY
OVER

Absence Element Annual Leave Element


Units

Days

Effective date

01-JAN-2000

Create Accrual bands.

Create Net Calculation Rules.

Create link for Accrual plan .


N:avigation: HRMS Super user -->Total Compensation--->Link
When we create accrual plan then below system will automatically generate below
elements. System will automatic generate element link for below elements and link below
5 elements to criteria defined for absence Element link. So check element link is
automatically for below elements and if it is not generated automatically then manually
create element link.

1) Annual Leave Plan


2) Annual Leave Plan Carried Over
3) Annual Leave Plan Payroll Balance
4) Annual Leave Plan Residual
5) Annual Leave Plan Tagging
Element

Annual Leave

Plan
Eligibility Criteria(Link to
organization)

Link to All
payrolls

Navigation--> HRMS Super user -->Total Compensation -->Link

Enroll Employee to Accrual plan


Navigation: HRMS Super User-->People-->Enter and Maintain-->Assignment-->Entries
We should attach Accrual plan to Employee At Hire Date in standard practice.

Attach the Elements

Check accrual balance


Navigation: HRMS super User-->Fast Path-->Accruals

Here it is showing Net Entitlement as 18 because i am checking accrual balance on 30SEP-2001 and we have entered Accrual rate 24 in Accrual Band while defining Accrual
Plan so system add 2 leaves after each month in Annual Leave Plan. Here we are using
seeded formula for Accrual , so we can customize accrual plan details.

Create Absence for 10 days.


Navigation: Enter and Maintain-->People-->Others-->Absence

Save the absence and Check the leave balance in Accruals:

Leave Carry over process


Check accrual balance from 01-Jan-2001 to 31-Dec-2001
Navigation: HRMS super User-->Fast Path-->Accruals

Run the Concurrent PTO Carry Over


Navigation-->View-->Request-->submit a New Request-->OK

\
Run PTO Carry Over Process keeping calculation date as 01-JAN-2002

Click OK and refresh Data

Check the Annual Leave Balance carryover for next year


Navigation: HRMS super User-->Fast Path-->Accruals
Alter Effective date to 31-Jan-2002

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