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Quick Setup Steps

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Step 5 Accrual Limit

Field NameDescription

Years of Employment:

Specify a number of year in case different Hours Limits apply based on the years of employment (Note: if the Years of Employment is set to "-1" this limit will be ignored)

Hours Limit

Number of hours that can be used in any specific reporting period. The limit applied to the usage of leave hours per reporting period. Users can only take off the hours up to the limit during each reporting period regardless of the available accrued balance.

Note: The hours limit may be calculated based on the user's FTE:

  • v7.5 and earlier: if Accrual Based On in Step 1: Leave Method Setup is Prorated by FTE or Prorated by Standard Hours, then the Hours Limit will be prorated by the user's FTE. 
  • v7.6+: Hours limit is based on Limit Flag selected.
Limit Flag (v7.6+ only)

Absolute Value: The hours limit will be the value in the previous field

Absolute Value prorated by FTE: The hours limit will be prorated by the user's FTE


Note

If ending balance exceeded limit (if any) accrued hours will be reduced to keep ending balance in limit



Step 6 Carry Over

Field NameDescription

Years of Employment

Specify a number of years in case different carryover rules apply based on the years of employment
Unit
  1. is determined by the selection made in next field (Carry Over)
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 MonthSelect 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. 

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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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