Introduction

Business Requirement is:

1. A Frontloaded Accrual Plan where employee should get enrolled automatically on the hire date
2. Employee should get de-enrolled on the 90th day
3. Employee will accrue hours equivalent to 3 working days.
4. Any used balance on the end of 90th day should expire
5. Absence cannot be booked against the plan after 90th day

Solution

The solution would involve performing various steps which are:

1. Creating a “Global Absence Accrual Matrix” formula to ensure Accrual is equal to hours employee works in 3 days. (So if a employee is 8 hours worker his accrual will be 24 hours, for 6 hour worker it will be 18 hours)
2. Creating a Derived Factor based on Length of Service (This will be used to create a eligibility profile which will determine whether a employee is eligible to remain enrolled in the plan or not)
3. Creating a Eligibility Profile based on the Derived Factor created in step 2
4. Configure Absence Plan
5. Configure Absence Type and Associate Plan configured in step 4 with the absence type
6. Hire an employee
7. Manually calculate the 90th Working Day and run “Update Accrual Plan Enrolments” scheduled process for the plan created in step 4 (This should be a daily scheduled process for this solution to work)
8. Record Absences and Verify Results

Creating Global Absence Accrual Matrix

A Global Absence Accrual Matrix formula needs to be created which will calculate the accrual value dynamically.

In summary,

Assuming an employee is a 5 day worker with weekly working hours as 40 his accrual should be 40/5 * 3 = 24 hours

Similarly, if he is a 5 day worker with weekly working hours as 45 his accrual should be 45/5 * 3 = 27 hours

Since the value depends on the employee’s Assignment Working Hours field which will vary for each employee we will use a fast formula to dynamically calculate the value.

The Logic of the fast formula is below:

Creating Derived Factor Based on Length of Service

A derived factor needs to be created based on the Length of Service, this will be used to determine whether a employee is eligible to remain enrolled in the plan or not.

Creating Eligibility Profile

A new eligibility profile will be created which will make use of “Less than 90 Days” derived factor

Configure Absence Plan

Plan Attributes Tab:

Participation Tab:

Accruals Tab:

Entries and Balances Tab:

Creating Absence Type

Type Attributes Tab:

 Plans and Reasons Tab:

Display Features:

Action Items Tab:

Hire an Employee

Run “Update Accrual Plan Enrolments” Scheduled Process

Record Absences and Verify Results

Balance on Hire Date (10/2/2020)

Recording First Absence

Recording Second Absence

Recording Third Absence

Trying to Book 4th Absence (When Balance has exhausted)

Trying to record Absence on 91st Day

Summary

So we can summarise that the employee is not able to record any absence on or after 91st working day. 

In nutshell the summary is:

Employee Plan Enrolment Start Date: 10/2/2020

Periodic Accrual: 24 hours on 10/2/2020

Absences Recorded on 10/5/20 , 11/18/20 and 12/14/20 for 8 hours each

Employee Plan Enrolment End Date: 12/31/2020 (90th day)

Ashish Harbhajanka

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