Quick Setup Steps
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Step 6 Carry Over | |
| Field Name | Description |
|---|---|
Years of Employment | Specify a number of years in case different carryover rules apply based on the years of employment |
| Unit |
|
| Carry Over | % of Available: If users can carry of a percentage of available accrued balance from a previous accrual year |
| % of Permitted: If users can carry over percentage of their allowed hours limit per reporting period. (provided that the accrued hours are more or equal to the limit). This option is only for if Keep Accrual is set to 'Yes' in the method setup. | |
| Absolute Value: If users can carry over up to a specific number of hours. | |
| Expire Month | Select the month when the carry over balance will be zeroed out, if applicable. Or else use '0' if they do not expire. Select "New Year Expire Previous Year Carry Over" if the carry over from the previous year should expire in the new year. |
Step 7 New Hire Fixed Rate(This Option only appears if the Accrual | |
| Note: this tab only appears if Base Accrual Rate Calculation is set to one of the Fixed options and the New Hire Fixed Rate field is set to Based on Schedule Absolute Value or Based on Schedule Percent. | |
| Field Name | Description |
|---|---|
| Number of Months | Number of months from the start of a new accrual year for yearly fixed accrual rate. |
| Rate/Percentage | Absolute value or a percentage of yearly fixed base accrual rate to be granted to a user based on the number of months specified in the Number of Months field. For example, the amount of accrual a user would receive if the hours are accrued yearly based on a fixed rate and a user started in the middle of the year, 7 months after the start of a new accrual year. |
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Once the set up steps above are completed Administrators must schedule a profile jobs as follows:
- Expand Data Piping by clicking on the plus sign.
- Click on All Profile Task
- Click Add to create a profile
- Name* - Enter in a name for the profile like below
- Profile Type* - Select Update Employee Leave Balance
- Description - Enter in a description for the profile (Optional)
- Click Save
- Click the Parameters tab and fill out the field options
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