Calculating Annual Leave at Every Anniversary

The annual leave entitlement—ANN STAT ENT—is calculated at every anniversary for the employee. The total entitlement is based on the years of service and the number of accrual days is based on the values that are set in bracket ANN BR STAT ENT. This leave entitlement does not check for maximum balance carryover into the next anniversary year (for the employee). The accrual process runs once for every 12-month period from the employee's hire date. The annual leave entitlement ANN STAT ENT, using formula ANN FM STAT ENT, returns the annual leave entitlement for statutory employees, only when their anniversary dates occur in the current pay period. The formula also returns annual leave entitlement from the employee's last anniversary date to the termination date only when the employee is terminated in the current pay period.

The ANN FM STAT ENT formula resolves as follows:

  1. The annual leave entitlement value is retrieved from bracket ANN BR STAT ENT. This annual leave bracket defines the entitlement an employee can earn in each year of service. At the completion of a full year of service, the entitlement is calculated based on the total years of service in the company.

    The bracket search keys and return column values are as follows:

    Years Of Service (LVE DR YR OF SVC) Days Of Leave (ANN BR GENL ENT)

    1st

    7

    2nd

    8

    3rd

    9

    4th

    10

    5th

    11

    6th

    12

    7th

    13

    8th (and thereafter)

    14

  2. The duration LVE DR YR OF SVC returns the years of service (number of years between the service date SERVICE DT and the pay period end date PERIOD END DATE).

  3. The current year's annual leave entitlement variable ANN VR CURR ENT stores the current deannualised annual leave entitlement.

    The previous year's annual leave entitlement variable LVE VR PREV ENT stores the previous deannualised annual leave entitlement.

  4. The formula CM FM PREV ACCM returns the previous year's balance (system variable PREV VALUE ACCM) and is used in the accumulator initialize rule.

  5. The annual leave balance accumulator ANN STAT ENT_BAL is carried forward to the new annual leave accumulator.

    Whenever the accumulator begins, the previous accumulator balance is brought to the current balance (new accumulator period).

    The variables ANN VR ANNIV MTH and ANN VR ANNIV DT specify the accumulator's begin date.

    All accumulator periods are YTD and begin to accumulate from the employee's hire date.

  6. The takes day formula ANN FM TAKE UNIT calculates leave for employees. Based on the schedule hours and holiday type, a unit of 1 or 0 is returned to the formula.

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