Payee Overrides and Segmentation

This topic discusses:

  • Payee overrides and segmentation.

  • Segmentation caused by payee overrides.

  • Proration and segmentation in the case of payee overrides.

Payee Overrides and Segmentation

You can set up your Absence Management system to slice or segment absence periods due to changes in Human Resource or other data, including:

  • Changes in job status or title that occur mid period.

  • Departmental transfers that occur mid period.

  • Changes in compensation rate that occur mid period.

If there is a payee override in a sliced or segmented period, the system applies the override to the different slices/segments based on the segment/slice end dates as well as the override’s end date.

The system follows these rules to determine the slices or segments to which to apply an override:

  • If an override is to apply to a segment, the end date of the override must equal or be greater (or blank) than the end date of the segment.

  • An override can apply to more than one segment if the end date of the override is greater than one segment’s end date and greater than or equal to the subsequent segment’s end date (or blank).

  • If the end date of the override is less than the end date of the segment, the override doesn’t apply to that segment.

  • Payee overrides must be active as of the segment end date.

Pay entity, pay group, and element definition overrides are unaffected by segmentation. The system retrieves the definition of the element and the override only once every period, regardless of period or element segmentation.

Note:

For more information on the rules for applying overrides to slices/segments in a period, see Segmentation and Payee Overrides.

Element Segmentation Caused by Payee Overrides

As noted previously, you can set up your Absence Management system to slice or segment pay periods due to changes in HR or other data. However, you can also configure the system to initiate segmentation and proration directly in response to an override—in the absence of an other data changes. That is, you can configure the system so that overrides are themselves treated as data changes that trigger segmentation. Then, when you assign or override the value of an element, the system slices the assigned element and any other elements included in the segmentation list set based on the begin and end dates of the override.

For example, assume that you set up the system to trigger segmentation when you assign or override entitlement element E1, and that you assign E1 to a payee on the Element Assignment by Payee (GP_ED_PYE) component with begin and end dates of 10 and 20 June respectively (assume a monthly pay period). Based on the assignment/override begin and end dates, the system will slice the element into three segments and process (and prorate) the element in the second slice:

Element Slice 1 June 1–10 Slice 2 June 11–20 Slice 3 June 21–30

Entitlement = E1

Entitlement Type = Numeric

Entitlement Unit = 30

Element not resolved in slice 1.

Resolved amount = 10 (proration factor = .333333333)

Element not resolved in slice 3.

Note:

The only type of segmentation that can be triggered by an element assignment or override is element segmentation.

To set up the system to trigger segmentation in response to an element assignment:

  1. Select the Active Anytime Within the Segment Period option on the Countries (GP_COUNTRY) component .

    When you do this, the system processes all element assignments/overrides that fall within a period—even those with end dates that are less than the pay period end date.

    See Countries Page.

  2. If you want the element you are assigning to be prorated, associate the element with a proration rule on the entitlement definition pages.

    See Absence Entitlements - Rounding/Proration Page.

  3. Set up segmentation triggers for the begin and end-dated entitlement and take assignment record (GP_ABS_OVRD), and list the entitlements and takes that should trigger element segmentation when the assignment begin date comes after the pay period begin date, and/or the assignment end date comes before the period end date.

Proration and Segmentation in the Case of Payee Level Overrides

Proration of payee level, primary element overrides occurs under the following conditions:

Note:

Primary element overrides include entitlements and takes. Supporting element overrides include elements such as variables, formulas, arrays, and brackets.

  • When period or element segmentation is triggered by data changes not directly related to an element override or assignment.

    • If there is period segmentation in the period to which an entitlement or take assignment applies (that is, all elements are segmented), the system prorates the assigned element based on the segment begin and end dates if the element is defined to be prorated. If not, the entire value of that element is applied to each of the targeted segments.

    • If there is element segmentation in the period to which an entitlement or take assignment applies, the assigned element is included in the list of elements to be sliced, and that element is defined to be prorated, the system prorates the element based on the slice dates. If not, the entire value of the element is applied to each of the targeted slices.

  • When you configure your system so that primary element overrides or assignments directly trigger element segmentation.

    In this case, the system slices the assigned element (and any elements associated with that element on the list set) based on the begin and end dates of the assignment as long as that element is defined to be prorated. There does not have to be slicing or segmentation for any other reason. If the element is not defined to be prorated, the full value of the element is processed within the slice defined by the assignment begin and end dates.

    Note:

    You can set up the system to slice an element within a pay period based on the begin and end dates of the overrides assigned to a payee on the Element Assignment by Payee (GP_ED_PYE) and Payee Assignment by Element components (GP_ED_ELEM).

    See Trigger Generation.

Note:

Primary element overrides are prorated if the element is defined to be prorated and there is either period segmentation (all elements are segmented), or there is element segmentation and the element being assigned is on the list of elements to be sliced.

In the case of supporting element overrides, the supporting element is prorated if it is a component of an element that is defined to be prorated and that element is segmented/sliced.