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 NameAnnual Leave Opening

Balance

Primary

ClassificationInformation

DescriptionThis 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_CALCULATION

Carry Over PTO_PAYROLL_CARRYOVER

Formula

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 Plan2) Annual Leave Plan Carried Over3) Annual Leave Plan Payroll Balance4) Annual Leave Plan Residual5) 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 30- SEP-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-2001Navigation: HRMS super User-->Fast Path-->Accruals

Run the Concurrent PTO Carry OverNavigation-->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