[Accrual by rules] How to set up a leave accrual rule.

Before starting

The Leave Accrual rule type should be used to set up the accrual of a fixed or variable amount based on age or seniority criteria, at a given frequency.

To set up this type of rule, Go to Settings > Regulations > Accrual > Create a new rule > Leave accrual.

How to define the population subject to this rule.

The accrual rules should be set up in the regulations. Thus, if the same rule applies to several regulations, it must be created within each regulation.

The accrual rule applies to the population defined by the accrual profile. A rule can be applied to several profiles within a single regulation.

The accrual profile groups together employees who have the same leave entitlements.

Example: There are two regulations in your base, the Syntec regulation and the offshore establishment regulation.

In the Syntec regulation, I have two accrual profiles, 25 PL + comp days in 218-day Package per day system, and 25 PL.

-> I can create a "25 PL" rule that will apply to both accrual profiles.

In the offshore establishment regulation, I have only one accrual profile 25 PL.

-> I must create a new 25 PL rule that only applies to this profile.

How to set up the amount to credit.

The rules form will guide you to do this, if you fill it in chronologically.

E.g.: to set up a "25 paid leave per year" rule that is credited monthly throughout the year (French case), the settings are as follows: 


To set up a "30 days of vacation" rule that is credited annually and all at once (Swiss case):

To set up a "1 US Holiday every 15 days" rule (U.S. case): 

  1. The option "Every fortnight" is only possible if the account to which the rule applies is a one-off account (also called non-recurrent). The credit frequency must then be identical.
  2. A reference date period must be defined to start the count of the two-week periods. Two options are possible when creating the rule, they take the creation date as a reference point: 
    •  The 1st credit period starts on the Monday of the current week.

E.g.: If today is Tuesday July 02, 2024, the first 2-week period will be from Monday July 01 to Sunday July 14, 2024.

The choice of period proposed is defined so that the date of creation for the rule is contained in the first week of the reference period. 

    • The 1st credit period starts on the Monday of the following week:

E.g.: If today is Tuesday July 02, 2024, the first 2-week period will be from Monday July 08 to Sunday July 21, 2024.

The choice of period proposed is defined so that the date of creation for the rule is contained in the second week of the reference period.

It is possible to set up leave where the number varies depending on the age and seniority of the employee. This type of setup suits countries such as Japan where the amount of annual leave allocated depends on this data.

FAQs

I need to set up seniority leave in addition to standard leave, can I create a second fixed accrual rule with a variable amount depending on age and seniority?

No, this is not recommended since the fixed accrual rule functions in such as way that it would not give the expected answer for seniority leave. Equally, the functioning of the adjustment rules will impact the seniority leave data, although this is not generally desired.  For additional seniority leave, there exists is a type of specific rule known as "Seniority leave accrual".

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