Define Absence Plans for the US

In this example, you want to define absence plans of various types.

Prerequisites

Before you begin, you must have defined:

Vacation Absence and Maternity Absence elements

For further info, see Define Absence Elements for the US in the Help Center.
Eligibility profile that restricts the plan to just full-time employees

For further info, see Global Human Resources Cloud Implementing Absence Management on the Help Center.
Derived factors for the following lengths of service
- Length of service fewer than 5 years
- Length of service greater than or equal to 5 years
For further info, see the following.
- Absence Eligibility Profiles for the US
- Derived Factors for Absences

Overview

This topic describes how you define:

A vacation accrual plan
A maternity qualification plan

Create a Vacation Accrual Plan

In this example, you're creating an absence accrual plan where:

After a 1-month waiting period from hire date, the employees in Grades A and B earn 2 days of vacation time incrementally every 2 months with:
- 20-day ceiling
- 5-day carryover limit
- 5-day negative balance permission
These absences are paid at the regular salary rate.
After a 1-month waiting period from hire date, the employees in Grades C and D earn 1 day of vacation time incrementally every 2 months with:
- 20-day ceiling
- 2-day carryover limit
- 5-day negative balance permission
These absences are paid at the regular salary rate.
This plan has no discretionary payouts, but it does have a final payout rule paid at the employee's normal pay rate for terminations.

To create this plan:

From My Client Groups, click Show More.
In Absences, click Absence Plans.
Click Create.

In Create Absence Plan, enter the following.

Field label	What you enter
Legislation	Your US legislation
Plan Type	Accrual

Click Continue.

On Create Absence Plan, enter the following.

Field label	What you enter
Plan	Vacation
Legislative Data Group	Your US legislative data group
Status	Active
Plan UOM	Days
Type	Anniversary year
Anniversary Event Rule	Hire Date

Click Save.

Select Participation, and enter the following.

Field label	What you enter
Waiting Period UOM	Months
Duration	1

Click Save.

Select Accruals, and enter the following.

Field label	What you enter
Accrual Method	Incremental
Accrual Frequency Source	Person primary frequency
Accrual Vesting Rule	Elapsed period
Duration	2
UOM	Months
Ceiling Rule	Flat amount
Ceiling	20
Carryover Rule	Include in matrix
Negative balance allowed	Select
Negative Balance Limit	5

In Accrual Matrix, create the following accrual bands.

Band sequence	Expression	Accrual rate	Carryover limit
1	`([Person.Grade] = "A") OR ([Person.Grade] = "B")`	2	5
2	`([Person.Grade] = "C") OR ([Person.Grade] = "D")`	1	2

Click Save.

Select Entries and Balances, and enter the following.

Field label	When you enter
Transfer absence payment information for payroll processing	Select
Element	Select your Vacation element

Review the info you entered in all the tabs.
Click Save and Close.

Create a Maternity Qualification Plan

In this example, you're creating an Absence Qualification Plan where:

All full-time employees that have been employed for 6 months or longer are eligible.
Employees with fewer than 5 years of service are entitled to:
1. 8 weeks of pay at 90% salary
2. Followed by 16 weeks of pay at 50% salary
Employees with equal to or greater than 5 years of service are entitled:
1. 8 weeks of pay at 100% salary
2. Followed by 16 weeks of pay at 75% salary

To create this plan:

Start the Absence Plans task.
Click Create.

In Create Absence Plan, enter the following.

Field label	What you enter
Legislation	Your US legislation
Plan Type	Qualification

Click Continue.

On Create Absence Plan, enter the following.

Field label	What you enter
Plan	Maternity
Legislative Data Group	Your US legislative data group
Status	Active
Plan UOM	Weeks
Type	Rolling backward
Term Duration	6
Term Duration UOM	Months
Start Rule	Absence Start Date
Overlap Rule	Include

Click Save.

Select Participation, and enter the following.

Field label	What you enter
On Loss of Plan Eligibility Only, Terminate Entitlement	Select
Eligibility	Add your eligibility profile

Click Save.
Select Entitlements.
In Entitlement Attributes, select Matrix.
Define the first qualification band matrix.
1. In Qualification Band Matrix, click Add.
2. In Sequence, enter 1.
3. Click Expression Builder.
4. In Derived, expand Length of Service and select LengthOfService_LessThan5.
5. Copy the content preview line into Expression, and click OK.
6. In Create Absence Plan, click Save.
Define the second qualification band matrix.
1. In Qualification Band Matrix, click Add.
2. In Sequence, enter 2.
3. Click Expression Builder.
4. In Derived, expand Length of Service and select LengthOfService_EqualToorGreaterThan5.
5. Copy the content preview line into Expression, and click OK.
6. In Create Absence Plan, click Save.
In Qualification Band Matrix, select the LengthOfService_LessThan5 row.

In Qualification Details, enter the following.

Band sequence	Detail name	Duration	Payment percentage
1	8 weeks at 90 percent pay	8	90
2	16 weeks at 50 percent pay	16	50

In Qualification Band Matrix, select the LengthOfService_EqualToorGreaterThan5 row.

In Qualification Details, enter the following.

Band sequence	Detail name	Duration	Payment percentage
1	8 weeks at full pay	8	100
2	16 weeks at 75 percent pay	16	75

Click Save.
Select Entries and Balances.

Enter the following:

Field label	What you enter
Absence Payment Rate Rule	Select your Maternity Leave rate definition
Transfer absence payment information for payroll processing	Select
Element	Select your Maternity Absence element

Review the info you entered in all the tabs.
Click Save and Close.