Leave Entitlement
 

Description Enter a description that will clearly describe to a person what this leave is for.
Note: If you include %rate% in your description, it will be replaced by the transaction's rate on the person's payslip.
Default Cost Centre Note: This is only displayed if you have the costing features turned on.
Select how this leave is to be costed. You have three options:-
  1. Person's default - The person's default cost centre (set up on their personal file) will always be used.
  2. Fixed Cost Centre - Select here the cost centre that will always be used.
  3. Template - This allows you to set up a rule that will direct the leave to the appropriate cost centre, taking part of the code from the person's cost centre and the remainder from the template. Enter a ? in each position that should come from the person's home cost centre.
    For example, ????-AL will construct a cost centre from the first 4 characters of the person's home cost centre, and append -AL onto the end.
Leave Type Select the leave type that best describes this entitlement.
Note: If you require separate balances for different "Other Leave" types, enter a Balance Name.

Entitlement Rules

Entitlement Rules control how and when a person is given additional leave entitlements. Correctly setting up leave rules can automate a lot of leave recording and balancing. To set up Leave Rules:
Enter the appropriate details and press the Add button.
OR select a line to change, and follow the instructions on that screen.
Entitlement Given After This is how long a person must be employed before getting this leave entitlement. For example, often people must be employed for 6 months before receiving a Sick/Special leave entitlement.
And Then Every Often leave entitlements are given on a regular basis (e.g. annually). Enter the frequency here.
Entering 0-0 means that this entitlement is given only once.
Entering 1-0 means that this entitlement is given every year.
Entitlement Due This is the actual amount of leave entitlement that is given to the person by this rule.
Maximum Entitlement This is the maximum leave entitlement that will be allowed when a new entitlement is given. For example, often Sick/Special leave has a maximum value (e.g. 5 days given each year, non-accumulating, or sometimes 5 days per annum to a maximum of 40 days).

Accrual Details

The accrual fields are usually only required for Annual Leave. Usually enter No Accrual and 0%. See Annual Leave Entitlement for more details.
Basis for Accrual The hours accrued each pay period is always based on the actual number of hours recorded on the timesheet.
Hours Accrued = Leave Liable Hours Hours from the person's Timesheet.

Actual: The "Actual" method uses this figure when performing a leave anniversary rollover.

Standard: The "Standard" method ignores the accrual figure on the person's rollover (except when the rollover is for less than a full year) and instead gives the person the entitlement due figure.

Accrual % This is the percentage at which the accrual is valued at. (It is used for Annual Leave liability calculations).
Note:  3 weeks / 15 days Annual Leave equates to a 6% accrual.
4 weeks / 20 days Annual Leave equates to an 8% accrual.