Build Accrual Band Matrixes for the US

An accrual band is a grouping of calculated accruals based on common criteria within each group.

Use an accrual band matrix to build criteria using various factors, such as length of service, location, or grade.

To build your absence plan accrual band matrix:

From My Client Groups, click Show More.
In Compensation, click Derived Factors.
Click the appropriate tab, depending on what you're trying to do.
Click Create.

Some examples are:

Creating bands based on length of service
Creating bands based on location
Creating a date-effective accrual matrix based on grade bands

Create Bands Based on Length of Service

In this example, you want to create two accrual bands based on worker length of service.

Band sequence	Length of service	Accrual rate	Maximum carryover	Ceiling
1	Fewer than 5 years	15	15	45
2	Greater than or equal to 5 years	20	15	60

To create the bands:

Define a "Fewer than 5 Years" band.
1. Start the Derived Factors task.
2. Click Length of Service.
3. Click Create.
4. Name your factor "Fewer than 5 years".
5. Select the Years unit of measure.
6. Select the following range of values.
  - Greater than or Equal to Length of Service = 0
  - Fewer than Length of Service = 5
7. Select Date of Hire as the period start date rule.
8. Select As of event date as the determination rule.
Repeat these steps for the "Greater than or equal to 5 years" band.

Use 5 and blank for the value ranges.
Define an Accrual absence plan.
1. From My Client Groups, click Show More.
2. In Absences, click Absence Plans.
3. Click Create.
4. Enter your effective date, and select an Accrual plan type.
5. Click Continue.
6. Set up your general info on Plan Attributes.
7. Click Accrual.
8. Select the Matrix accrual definition.
9. Change the ceiling rule and carryover rule to Include in Matrix.
Add the first band to the plan.
1. In Accrual Matrix, click Create.
2. Enter 1 for the sequence.
3. Start the Expression Builder.
4. Click Derived.
5. Expand Length of Service, and select Fewer than 5 years.
6. Copy the content preview line into Expression.
7. Click OK.
8. Enter 15 for the accrual rate.
9. Enter 45 for the ceiling.
10. Enter 15 for the carryover limit.
Repeat for the second band, using the appropriate values.
- Sequence: 2
- Expression Builder: Greater than or equal to 5 years
- Accrual Rate: 20
- Ceiling: 60
- Carryover limit: 15
Save your work.

Create Bands Based on Location and Length of Service

In this example, you want to create accrual bands of varying length of service for workers who belong to specific geographic locations.

Band sequence	Location	Length of service	Accrual rate	Maximum carryover	Ceiling
1	California	Fewer than 5 years	15	15	45
2	California	Greater than or equal to 5 years	20	15	60
3	New York	Fewer than 5 years	10	10	30
4	New York	Greater than or equal to 5 years	15	15	45

To create the bands:

Create the "California Fewer than 5 Years" band.
1. Start the Manage Derived Factors task.
2. Click Length of Service.
3. Click Create.
4. Name your factor "California Fewer than 5 Years".
5. Select the Years unit of measure.
6. Select the following range of values.
  - Greater than or Equal to Length of Service = 0
  - Fewer than Length of Service = 5
7. Select the Date of Hire period start date rule.
8. Select the As of event date determination rule.
Repeat these steps using the appropriate values from the table above to define the other bands.
- California Length of service less than 5 years
- California Length of service greater than or equal to 5 years
- New York Length of service less than 3 years
- New York Length of service greater than or equal to 3 years
Define an Accrual absence plan.
1. Start the Manage Absence Plans task.
2. Click Create.
3. Enter your effective date, and select an Accrual plan type.
4. Click Continue.
5. Set up your general info on Plan Attributes.
6. Click Accrual.
7. Select the Matrix accrual definition.
8. Change the ceiling rule and carryover rule to Include in Matrix.
Add the first band to the plan.
1. In Accrual Matrix, click Create.
2. Enter 1 for the sequence.
3. Start the Expression Builder.
4. Click Entities.
5. Expand Person, and select Location.
6. Copy the content preview line into Expression.
  
  Your expression should look like:
```
Expression:
[Person.Location]="California" AND
[LengthOfService.Californialessthan5years]
```
7. Click OK.
8. Enter 15 for the accrual rate.
9. Enter 45 for the ceiling.
10. Enter 15 for the carryover limit.
Repeat these steps for the remaining bands, using the appropriate values from the chart above.

Create a Date-Effective Accrual Matrix Based on Grade Bands

In this example, your enterprise wants to change its leave policies every year in accordance with government regulations.

Band sequence	Effective start date	Grade range	Accrual rate	Maximum carryover	Ceiling
1	April 1, 2014	A1 - A3	15	15	45
2	April 1, 2014	A4-A6	20	15	60
3	April 1, 2015	A1 - A3	20	20	30
4	April 1, 2015	A4-A6	25	15	40

To create the matrix:

Start the Manage Absence Plans task.
Click Create.
Specify an effective date of April 1, 2014, and select an Accrual plan type.
Click Continue.
Set up your general info on Plan Attributes.
Click Accrual.
Select the Matrix accrual definition.
Change the ceiling rule and carryover rule to Include in Matrix.
In Accrual Matrix, click Create.

Create band 1 and band 2 using the following expressions.

Band sequence	Expression
1	`[Person.Grade] >= "A1" AND [Person.Grade] <= "A3"` The person.grade attribute is on the Entities tab in the Expression Builder dialog box
2	`[Person.Grade] >= "A4" AND [Person.Grade] <= "A6"`

Band sequence

Expression

[Person.Grade] >= "A1" AND [Person.Grade] <= "A3"

The person.grade attribute is on the Entities tab in the Expression Builder dialog box

[Person.Grade] >= "A4" AND [Person.Grade] <= "A6"

Enter the appropriate values for the Accrual Rate and Ceiling and Carryover Limit.
Save your work.
Set the session effective date to April 1, 2015.

Create band 3 and band 4, using the same expressions that you used for band 1 and band 2:

Band sequence	Expression
3	`[Person.Grade] >= "A1" AND [Person.Grade] <= "A3"`
4	`[Person.Grade] >= "A4" AND [Person.Grade] <= "A6"`

Enter the appropriate values for the Accrual Rate and Ceiling and Carryover Limit.
Save your work.