Break Restore Rules Page

Use the Break Restore Rules page (PA_BREAK_PNL3) to set up general service restoration rules.

Navigation:

Set Up HCM, and then Product Related, and then Pension, and then Components, and then Service-Break Rules, and then Break Restore Rules

This example illustrates the fields and controls on the Break Restore Rules page.

Break Restore Rules page
Field or Control Description

Copy

This is a shortcut you can use to copy a similar definition. Establish the first definition, click the Copy button, enter a new name and description, and the system clones the original definition using the new name. You can then make whatever minor adjustments you need to the new definition. If you have to make major adjustments, consider creating the new definition from scratch instead of copying an existing definition.

Service Restoration Rule

The service restoration rule establishes how you determine whether or not to restore service after break.

Field or Control Description

Count Breaks

Select this option when the number of consecutive one-year breaks determines whether service can be restored.

Field or Control Description

User Code

Select this option for any other break method.

Count Break

Field or Control Description

Breaks Allowed

Enter the minimum number of consecutive one-year breaks that disqualifies an employee from having previous service restored.

Restore Service if Vested

Select this option to make vested employees automatically eligible for service restoration, regardless of the number of one-year breaks. Vested employees are still subject to repayment and waiting period rules. Partially vested employees are considered vested. (The system can identify vested employees because periodic processing keeps employees' vesting histories.)

Use Rule of Parity

Select this option to make service restoration dependent on the length of the previous service and the length of the break. In this case, service is restored unless the break is longer than one of the following:

  • The number of breaks allowed (typically five).

  • The total years of service before the break.

    For example, an employee with three years of service does not lose that service after a two-year break, but does lose it after a four-year break.

Use Other Service FR for Restoration (use other service function result for restoration)

Select this option to make service restoration dependent on the length of the service obtained from an alternate function result. Enter the alternate function result in the text Function Result field.

The break restore rules are applied to the service amount retrieved from the alternate function result.

For example, your plan may require that vesting service be used to determine whether to restore prior benefit service after a break. In this case, you would enter the plan's vesting service function result in the text box.

Break Defined By

If you count breaks, you need to establish what constitutes a one-year break. Do this in the Break Defined By group box.

Field or Control Description

Break Type

Select one of these break types:

  • Hours Threshold: Select this option when the break rule is used with hours counting or hours equivalence service method. Enter the number of hours that constitute a full year, for the purpose of determining a break. For example, if you enter 1000, employees with at least 1000 hours in a year are not charged with a break, even if they do not have enough hours to accrue service. The break rule tracks hours using the consolidated hours specified in the associated service definition.

    Note: Use hours based break definitions with hours based service definitions, and use elapsed time break definitions with elapsed time service definitions.

  • Elapsed Time: Select this option when the break rule is used with the elapsed time service method. In this case, the break time is measured by the calendar. Enter a duration option in the text box below.

    The system uses the specified method to measure the length of the break. The break start and end points are based on an employee's action and reason history and the action and reason codes you defined as not included in your service definition.

  • User Code: Select this option to use your custom code to define the break rule.

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