Create Leave Agreements

Leave agreements need to be created for the shared parental leave functionality to work.

Perform the following steps to create leave agreements:

In the My Client Groups work area, select Absences > Absence Definitions > Leave Agreements.
In the Leave Agreements page, click Create.
In the Create Leave Agreement window, enter the effective date based on the required time period, 'United Kingdom' as the Legislation and the relevant Pattern. The available options are:
- Childbirth or placement conversion - This is used when you have the details of the mother or adopter’s absence that is being given up in favor of this one. The plan is either an adoption or maternity plan that is created earlier. A separate template must be created for the maternity conversion and adoption conversion.
- Childbirth or placement agreement – This is used when the person taking the leave supplies all the details required, but you don't have a record of the leave for the person who is giving it up in favor of shared parental leave. A separate template must be created for maternity and adoption.

In the Create Leave Agreement page, enter the field values in the childbirth or placement conversion template as shown below:

FIELD	VALUE
Status	Active
Eligibility Rule	Formula
Formula	ORA_HRX_GB_SHPL_AGREEMENT_VALIDATION
Enable eligibility override	Selected
Validation Formula	ORA_HRX_GB_SHPL_AGREEMENT
Denial Reason	All
Withdrawal Reason	Agreement withdrawn
Partner Rule	Name and allocations
Source Absence Type	Select the relevant absence type created for Statutory Maternity leave.
Source Plan	Select relevant plan

In the Entitlements section, click Add to select the relevant target plan, select 'ORA_HRX_GB_SHPL_PAY_PERCENTAGE' as the Payment Percentage Display Formula, and select the Override allowed check box.
In the Certifications section, click Add to select the name of the relevant certifications to be added to the leave agreement.

Note: To add multiple rows, click Add again.
Click Save and Close.