Defining Leave Transfer Entitlements

This topic discusses how to:

  • Define new leave transfer entitlements

  • Modify originating entitlement accumulators

In order to set up a leave donation program in PeopleSoft Absence Management, you must define at least two frequency-based entitlements: a donate entitlement and a receive entitlement. Use a numeric entitlement type for each of these entitlements and set the leave transfer entitlement as well as the corresponding auto-assigned accumulators to either increase or decrease the units of the respective originating entitlement as necessary.

Many programs consider all donations from a donor irrevocable. However, if your leave transfer program enables participants to return unused leave time back to the program or donor you must also create a return entitlement.

You must create a leave transfer entitlement for each originating, or eligible to be donated, entitlement. For example, if your leave transfer program enables donors to contribute time from both sick leave and vacation time, you must define donate entitlements, receive entitlements, and, if applicable, return entitlements for both sick leave and vacation time.

Each of the leave transfer entitlements you create uses

  • An Entitlement type of Numeric

  • A Balance accumulator using the BAL suffix

  • A Unit Adjustment component using the UNAD suffix.

Each leave transfer entitlement uses auto-assigned accumulators shown in the following tables:

  • For the Donate entitlement:

    Element Name

    Element Type

    Accumulator Sign

    Contribution

    Donate Entitlement Units

    Absence Entitlement

    Add

    100%

    Donate_UNAD

    Auto-assign

    Add

    100%

  • For the Receive entitlement:

    Element Name

    Element Type

    Accumulator Sign

    Contribution

    Receive Entitlement Units

    Absence Entitlement

    Add

    100%

    Receive_UNAD

    Auto-assign

    Add

    100%

  • for the Return entitlement:

    Element Name

    Element Type

    Accumulator Sign

    Contribution

    Return Entitlement Units

    Absence Entitlement

    Add

    100%

    Return_UNAD

    Auto-assign

    Add

    100%

In addition, depending on your current business rules, you must add the leave transfer entitlements to the appropriate existing absence element group, with the Eligibility Assignment of By Eligibility Group, or to a new element group created specifically for these entitlements. If you create a new element group, it must also be added to the appropriate eligibility group.

After leave transfer entitlements have been defined, the Balance accumulator of the eligible originating entitlement must be modified to include the new leave transfer entitlements, as shown in the following example:

The user has a leave donation program that allows employees to donate from their accrued vacation leave. There are three entitlements involved in this scenario:

  • Vacation is the eligible originating entitlement.

  • Donate is the new donation leave transfer entitlement.

  • Receive is the new entitlement for receiving leave donations.

In addition, the two new leave transfer entitlements have new corresponding accumulators.

In order for the leave transfer program to work properly, you must add the following element members to the Vacation entitlement Balance accumulator:

Element Name

Element Type

Accumulator Sign

Contribution

Donate Entitlement Units

Absence Entitl

Subtract

100%

Donate_UNAD

Auto-assign

Subtract

100%

Receive Entitlement Units

Absence Entitl

Add

100%

Receive_UNAD

Auto-assign

Add

100%