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Quick Setup Steps

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Step 2 or 3 Leave Method Assignment

Based on your selection in Step 1 in field Assign Level see the next steps below.

Global - Select the attributes in the field that the method assignment will be based on for this leave setup.Employee - Select If the Global assignment level was selected, an accrual method can be assigned to the groups of employees based on the following attributes from an employee profile: Timesheet Reporting Type, Operating Unit, Department, Location, Employee Type, Exempt/Non-Exempt Flag, Part/Full Time Flag, Function, Additional Fields (if configured)

Employee - If an accrual  assignment is by Employee, select the effective date and employee (s) who this method will be assigned to for this leave setup. 


Step 4  Additional Accrual Rates

Field Name

Description

Years of Employment

Enter the number of years an employee completes before this accrual rate takes effect
Accrual RateEnter the accrual rate corresponding to all of the conditions above

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Once the set up steps above are completed Administrators must schedule a profile jobs as follows:

  1. Expand Data Piping by clicking on the plus sign.
  2. Click on All Profile Task
  3. Click Add to create a profile
    1. Name* - Enter in a name for the profile like below
    2. Profile Type* - Select Update Employee Leave Balance
    3. Description  - Enter in a description for the profile (Optional)
  4. Click Save
  5. Click the Parameters tab and fill out the field options

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