1. Administering Payroll for United States Family and Medical Leave Act
  2. Fast Formulas for State FMLA

Fast Formulas for State FMLA

Some states have passed their own state-specific Family and Medical Leave Acts (FMLA). In these states, employers are obligated to provide employees with the maximum benefit between the two acts.

These formulas determine which benefit you should use. Choose the formula that best applies to the product and configuration you’re using. To use one of these formulas, you must copy and paste it into a new formula.

To use the templates in this topic:

  1. Define a formula.

    1. From My Client Groups, click Show More.

    2. Under Payroll, click Fast Formulas.

    3. Click Create.

    4. Enter a name for your formula.

    5. Enter a name for your formula.

    6. Select Participation and Rate Eligibility for the formula type.

    7. Copy and paste the appropriate formula from one of the sections that follow.

    8. Click Submit.

    9. Compile your formula.

  2. Attach it to an eligibility profile.

    1. From My Client Groups, click Show More.

    2. Under Absences, click Eligibility Profiles.

    3. Click Create Participant Eligibility Profile.

      Or search for and select an eligibility profile.

    4. Select Other in Eligibility Criteria, then select Formula.

    5. Attach the formula.

  3. Attach the profile to an absence plan:

    1. From My Client Groups, click Show More.

    2. Under Absences, click Absence Plans.

    3. Search for the absence plan, and select it.

    4. Select Participation, and enter the eligibility profile that includes the fast formula.

HR-Only Customers Not Using Address Overrides

This formula checks whether the employee is a home-worker. If yes, the residence state is used for benefits. If not, the work state is used.

This formula applies when you:

  • Use the Human Resources or None product extension and aren't maintaining tax cards for employees.

  • Choose not to use the state from the tax card.

    This formula prevents the retrieval of state information from the tax card.

  • Don't use address overrides.

Note: This formula is for the work states of CT, NJ, and DC. If you require a different or additional state, adjust the IF statement accordingly.This formula is supported for Release 12 and later. 

            /* DEFAULTING OF DBIs */
            /* DBI to get State from Location Address */
            DEFAULT FOR PER_ASG_LOC_REGION2 is ' '
            /* DBI to get State from Resident Address */
            DEFAULT FOR PER_ASG_ADD_REGION2 is ' '
            /* DBI if employee work from home */
            DEFAULT FOR PER_ASG_WORK_AT_HOME is 'N'
            /* DEFAULTING OF LOCAL VARIABLES */
            ELIGIBLE= 'N'
            l_log = ESS_LOG_WRITE('PER_ASG_ADD_REGION2='||PER_ASG_ADD_REGION2)
            l_log = ESS_LOG_WRITE('PER_ASG_LOC_REGION2='||PER_ASG_LOC_REGION2)
             /* Check if the person is working from home. If the person is working    from home, use the state of the home, resident address else use work address
            */
            if PER_ASG_WORK_AT_HOME = 'Y' THEN
            (
            if (PER_ASG_ADD_REGION2 = 'CT' or PER_ASG_ADD_REGION2 = 'NJ' or PER_ASG_ADD_REGION2 = 'DC')   THEN
            
                ELIGIBLE= 'Y')
            else
            (
            IF (PER_ASG_LOC_REGION2 = 'CT' or PER_ASG_LOC_REGION2 = 'NJ' or PER_ASG_LOC_REGION2 = 'DC') THEN
            ELIGIBLE= 'Y'
            )
            return ELIGIBLE

HR-Only Customers Using Address Overrides

Set up address overrides at either the employee's assignment or the location. The following formula first checks if an override exists for either case. If an override exists, that state is used. Otherwise, the formula continues with the same processing as the previous formula. It checks whether the employee is a home-worker. If yes, the residence state is used for benefits. If not, the work state is used.

This formula is used when you:

  • Use the Human Resources or None product extension and aren't maintaining tax cards for employees.

  • Choose not to use the state from the tax card.

    This formula is how you override the state from the tax card.

  • Are using address overrides.

Note: This example is for the work states of CT, NJ, and DC. If you require a different or additional state, adjust the IF statement accordingly.This formula is supported for Release 12 and later.

Set up assignment address overrides in the Manage Employment task as a Work Tax Address.

Use the Locations task to set up location address overrides. You must create the location before you can set up the override.

To add a location override address:

  1. In My Client Groups, click Workforce Structures.

  2. Under Locations, click Locations Details.

  3. Select the address you want to override and edit it using either Update or Correct.

  4. Click Edit Location.

  5. Click Add Another Address.

  6. In Other Address, set the address type to Location Override.

  7. Enter the override address, and click OK.

  8. Click Save.

/* Formula for Overrides when Address is not found at different levels */
DEFAULT FOR PER_PER_PERSON_ADD_USAGE_ADDRESS_ID     IS 0
DEFAULT FOR PER_ADD_REGION1                         IS 'INVALID'
DEFAULT FOR PER_ADD_REGION2                         IS 'INVALID'
DEFAULT FOR PER_ADD_ADDL_ATTR4                      IS 'INVALID'
DEFAULT FOR PER_ADD_TOWN_OR_CITY                    IS 'INVALID'
DEFAULT FOR PER_ADD_POSTAL_CODE                     IS 'INVALID'DEFAULT FOR PER_ASG_TAX_ADDRESS_ID is  -1
DEFAULT FOR hr_asg_id        IS 0
DEFAULT FOR PER_ASG_LOCATION_ADD_USAGE_ADDRESS_ID IS -1
DEFAULT FOR PER_ASG_ADD_REGION2 IS 'INVALID'
DEFAULT FOR PER_ASG_WORK_AT_HOME IS 'INVALID'ELIGIBLE= 'N'
l_state=' '

l_PER_ASG_TAX_ADDRESS_ID = PER_ASG_TAX_ADDRESS_ID
IF PER_ASG_TAX_ADDRESS_ID was not defaulted THEN
   (
   CHANGE_CONTEXTS(ADDRESS_ID = l_PER_ASG_TAX_ADDRESS_ID)

  (
 l_state = PER_ADD_REGION2
   )
)
ELSE
(
 CHANGE_CONTEXTS( ADDRESS_TYPE = 'US_LOC_OVERRIDE')
(
  IF PER_ASG_LOCATION_ADD_USAGE_ADDRESS_ID was not defaulted THEN
  (
   CHANGE_CONTEXTS(ADDRESS_ID = PER_ASG_LOCATION_ADD_USAGE_ADDRESS_ID, ADDRESS_TYPE = 'US_LOC_OVERRIDE')
   (
     l_state = PER_ADD_REGION2
   )
  )
ELSE
  (
    IF l_state = ' ' THEN
    (
      CHANGE_CONTEXTS(ADDRESS_ID = PER_ASG_LOCATION_ADD_USAGE_ADDRESS_ID, ADDRESS_TYPE = 'MAIN')
      (
        l_state =  PER_ADD_REGION2
      )
    )
  )
 )  
) 
if l_state<> ' 'then (
if PER_ASG_WORK_AT_HOME='Y' THEN
(
CHANGE_CONTEXTS(ADDRESS_TYPE='HOME')
(
if PER_ASG_ADD_REGION2  was not DEFAULTED THEN
(
if (PER_ASG_ADD_REGION2 = 'CT' or PER_ASG_ADD_REGION2 = 'NJ'
 or PER_ASG_ADD_REGION2 = 'DC') 
THEN 
)
)
)
CHANGE_CONTEXTS(ADDRESS_TYPE='MAIN')
(
if PER_ASG_ADD_REGION2  was not DEFAULTED THEN
(
if PER_ASG_ADD_REGION2  was not DEFAULTED THEN

(

if (PER_ASG_ADD_REGION2 = 'CA' or PER_ASG_ADD_REGION2 = 'NJ'

or PER_ASG_ADD_REGION2 = 'DC') THEN

ELIGIBLE='Y'

)

)

)

)

else (

if ( l_state = 'CA' or l_state ='NJ' or l_state ='DC') then

ELIGIBLE='Y'

)

return ELIGIBLE

Payroll Customers

This formula retrieves the state for benefits from the employee's tax card.

Use this formula if you:

  • Use the Payroll product extension

  • Maintain tax cards for employees

Note: This example uses the state of CA where the state code value of SDI_STATE referenced in the formula is 5. If you require a different or additional state, adjust the statements accordingly. You must create the formula using a US LDG.
DEFAULT_DATA_VALUE FOR
US_EMPLOYEE_WITHHOLDING_CERTIFICATE_DIR_CARD_DIR_CARD_ID is -1
/* Disability State */
DEFAULT FOR US_WTH_TAXATION_HRX_US_WTH_TAXATION_SDI_STATE         is ' '
DEFAULT FOR US_WTH_TAXATION_HRX_US_WTH_TAXATION_DEFAULT_SDI_STATE is ' '
DEFAULT_DATA_VALUE FOR US_W4_TAXATION_CTX1 is ' '
ELIGIBLE = 'N'
SDI_STATE='NONE'
L_TRU ='0'
l_found ='FALSE'
/* DBI need context of effective date and payroll relationship ID */
IF US_EMPLOYEE_WITHHOLDING_CERTIFICATE_DIR_CARD_DIR_CARD_ID.EXISTS(1) THEN
 l_w4_card_id = US_EMPLOYEE_WITHHOLDING_CERTIFICATE_DIR_CARD_DIR_CARD_ID[1]
else
 l_w4_card_id = -1
IF l_w4_card_id <> -1 THEN
(
CHANGE_CONTEXTs(DEDUCTION_CARD_ID = L_W4_CARD_ID)
(
 I = US_W4_TAXATION_CTX1.FIRST(-1)
 WHILE US_W4_TAXATION_CTX1.EXISTS(I)
LOOP
(
L_TRU = US_W4_TAXATION_CTX1[I]
if L_TRU<> '0' then
(
 l_found = 'TRUE'
  exit
  )
I = US_W4_TAXATION_CTX1.NEXT(I,-1)

)
 if l_found= 'TRUE' THEN
  (
  CHANGE_CONTEXTs(TAX_UNIT_ID = TO_NUMBER(L_TRU))
  (
     IF (US_WTH_TAXATION_HRX_US_WTH_TAXATION_SDI_STATE was not Defaulted) THEN
   (
     l_log_data = ess_log_write('Enter WAS NOT DEFAULTED')
     SDI_STATE = (US_WTH_TAXATION_HRX_US_WTH_TAXATION_SDI_STATE)
    )
    ELSE
    (
      SDI_STATE = (US_WTH_TAXATION_HRX_US_WTH_TAXATION_DEFAULT_SDI_STATE)
    )
  )
 )
)
)
IF (SDI_STATE ='5') THEN
   ELIGIBLE= 'Y'
return Eligible

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