Create Shared Parental Leave and Pay Agreement for Mother or Main Adopter

Shared Parental leave agreements for absence records can be created for mother or the primary adopter.

Perform the following steps to create a shared parental leave agreement:

1. In the My client groups work area, select Absences > Person Management > Absence Records.
2. From the list of direct reports, select the name of the person for whom you wish to create a leave agreement record.
3. In the Manage Absences and Entitlements page, in the Entitlement Agreements section, click Add.
4. In the Entitlement Agreements page, enter the agreement name and select the appropriate template from the templates you created earlier.
5. Enter the relevant details and the source absence:
   Notice: The initial request for Shared Parental Leave. You can provide information such as the date the notice was provided and whether it was provided in timely manner.
   Event: In case of maternity or adoption leave being converted into Shared Parental Leave, you must specify the maternity or adoption record it relates to. Based on that, the remaining entitlement is automatically populated into the leave agreement, as the available entitlement for the agreement. All the relevant dates are also populated based on information stored on the source absence record.
   Note: You must end date the source maternity or adoption leave before creating the leave agreement, else there will be no entitlement remaining.
6. You can also create and manage the status of various document types and attach copies of physical documents using the Certification section. Certifications (predefined or additional ones created during implementation) are available on the leave agreement.
7. You must provide the start and end date of the agreement. This represents the period of time during which the employee is entitled to use the shared parental leave.

   The Agreement Eligibility is assessed based on the predefined eligibility formula that has been attached to the agreement template. It verifies that the employee has the required length of service to qualify for Shared Parental Leave. If the employee doesn’t qualify, it will return a status of Ineligible. Because there are other eligibility conditions that cannot be checked programmatically, you can override the eligibility status and specify a reason for override.

   The Target Plan Entitlement is derived based on the remaining entitlement from the source absence record. This represents the amount of leave that can be shared between the employee and the partner. It can be adjusted, should the need arise.

8. Click Save and Close.
9. The agreement is now created in the 'Initiated' status. You can take action directly from the Entitlement Agreement table. You can only delete or reject an agreement when it is still in Initiated status. After authorized, it can only be withdrawn.
10. After all the conditions are satisfied and the shared parental leave is approved, you can either Authorize or Finalize the agreement.
    Authorize: Enables administrates administrators and employees to record absence records against the agreement.
    Finalize: Enables administrators to record absences against the agreement.