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Entitlements regularization

This module allows to apply rules of regularization of entitlements earned on Annual leave, according to absences not considered as actual working time. Rules applied by companies are diverse and varied.

This new version of the module allows to create and record rules to apply every month or at regular intervals.

To date, it cannot be automatically started.


Focus #1 - The list of the recorded rules

The list of rules is display on the module homepage. You can add a new one thanks to the homonymous button.

By clicking on the name of a rule, you can see the various criteria that compose it and launch the calculation of the regularization.



Focus #2 - Add a rule

To record a rule, you have to name it and then inform the various criteria.

Previously, you’ll have to create a list of accounts including all the leaves giving rise to a regularization (Administration> Parameters> List of accounts), to be able to select it in the field Leaves that have an impact on entitlements.



Focus #3 - Modify and delete a rule

It is possible to:

  • Modify all the criteria of a rule
  • Delete a rule


Focus #4 - Calculate the regularization

Before launching the calculation of a rule, you can only modify dates defining the period on which the regularization is realized. To modify another criterion, you have to "Modify the rule" (see Focus 3).

A board shows the list of employees with the number of days to be credited or debited. You’ll always have the possibility of modifying those values before validating.



Focus #5 - Explanation of the calculation

By clicking on the line of an employee, you can see the explaining details: number of days of absence, entitlements earned and already realized regularizations.



Focus #6 - Create your own calculation rule

You can create a specific rule from certain variables accessible on the calculator (see Focus 7 - 4. Other rule - Some examples).



Focus #7 - Functioning of the calculation

1. Prorata

Figgo calculates the real rate of presence of employees regarding theoretical number of working days, then he decreases entitlements earned in proportion.

If you use this mode of calculation, you must ensure that:

  • Always make coincide the beginning of leaves reference period (filed from) with the beginning of the account to be settled acquisition period. Figgo will then take into account corrections and delays in the course of the successive regularizations.
  • Always make coincide the end of leaves reference period (field to) with the end of a month as which the monthly entries have been made. Indeed, Figgo starts from entitlements already credited to calculate its prorata.

For the same reason, you have to abstain from manipulating the accounts to be settled balances by means of modules Credit allowances, Double-entry postings and/or semi-auto entries as it would indeed falsify the calculation of the prorata.


2. Threshold effect

After a certain number of days of absence corresponding to a franchise, Figgo decreases the entitlements earned of X for every edge of Y days of absence.

If you use this mode of calculation, you must ensure that:

  • Use filters to select a population that is acquiring entitlements on the account to be settled. Otherwise, Figgo will create debits on accounts initially balanced.
  • Always make coincide the beginning of leaves reference period (filed from) with the beginning of the account to be settled acquisition period. Figgo will then take into account corrections and delays in the course of the successive regularizations.

 

3. Weekly counting

For every incomplete week, Figgo decreases the entitlements earned of X.

If you use this mode of calculation, you must ensure that:

  • Use filters to select a population that is acquiring entitlements on the account to be settled. Otherwise, Figgo will create debits on accounts initially balanced.
  • Select a reference period of absences corresponding to whole weeks, from Monday till Sunday, by restarting always on the first Monday of the account to be settled acquisition period, which will able Figgo to take into account corrections and delays.

 

4. Other rule

The option "Other rule" of this module allows to use variables to calculate a different rule of regularization other than: prorata, threshold effect or weekly counting.

The available variables are:

  • [E] (Earned entitlements): sum of entitlements earned on an account except on the module Employee discharge, Regularization and Double-entry posting
  • [WD] (Number of working days): number of working days with regarding the user personal calendar, by taking into account holidays, part-times days, working hours and the customization of his schedule
  • [DO] (Number of days off on a working day): number of days off on working days without taking into account absences put on a day defined as a non-working day in the working hours when these have no impact on the schedule to make a request
  • [CD] (Number of calendar days): number of days in the period defined by dates from DD/MM/YYYY till DD/MM/YYYY
  • [DO_CAL] (Number of days off on holiday): number of days off put on a holiday, therefore calendar absences
  • [Re] (Last regularization): the sum of regularizations already made on the account over the period

We can use mathematical operators.

Some examples:

  • Any period of 28 calendar days gives a right of 2,08 days: ([CD] - [DO] - [DO_CAL]) / 28 * 2,08
  • 30' of Annual Leave per day worked: ([WD] - [DO]) * 0,5 / 7
  • proration of earned entitlements: ([WD] - [DO]) / [WD] * [E]
  • 48 weeks of actual work award all the entitlements in spite of past regularizations: if(([WD] - [DO]) >= 240){[E]} else{[E] - [Re]}
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