Managing Eligibility and Forecasting Leave
Global Payroll for New Zealand delivers rules and functionality that enable you to forecast leave and to calculate the eligibility of an employee to take requested leave.
When you enter an absence event for an employee, the following items display to ensure the employee is eligible for the requested absence:
Duration of the absence (paid and unpaid).
Projected leave balances (pro rata and entitlement).
You can also override certain items such as the duration or the maximum negative.
The following table displays the customary elements, and the overrides and displays delivered for each absence element:
|
Absence Take |
Override Duration |
Override Maximum Negative |
Projected Balances |
Formula To Display Eligible/Ineligible |
|---|---|---|---|---|
|
ANN LVE H |
Yes |
Yes |
Yes |
Yes |
|
ANN LVE |
Yes |
Yes |
Yes |
|
|
SICK |
Yes |
Yes |
Yes |
|
|
Other Per Absence Elements |
No |
No |
The following delivered rules and functionality need to be set up to enable you to forecast leave:
The Forecast Indicator check box needs to be selected on the Absence Entitlement and Absence Take, Name pages.
On the Absence Take - Forecasting page, the formula, LVE FM FORECAST determines if an absence event is eligible or ineligible as well as counting the number of paid and unpaid units.
Elements listed are displayed when you click the forecast button.
The calendar group forecasting template (KZ_TEMPLATE), needs to be updated with all absence calendars.
On the Absence Take - Negative Balances page, the Allow Negative Balance option will be selected and the limit set using Event Config 2.
You can enter this value when an absence event is keyed.
The day formula, LVE FM HRS ABS PH on the Absence Take - Day Formula page enables you to override the duration calculated by the system.
If you enter a value on the Config3 field when entering an absence event, the value entered is used instead of the day count value.
Employees do not have to take all their bereavement leave