Examples of Accrual Bands
Use accrual bands to vary accrual benefits to workers depending on employment criteria, such as length of service, grade, or other factors.
You can define various types of accrual bands in the Accrual Matrix section on the Absence Plan setup page. The examples show accrual bands based on the following factors:
-
Length of service
-
Location and length of service
-
Grade
Creating Bands Based on Length of Service
Scenario: You want to create two accrual bands based on worker length of service, as shown in the following table.
Band Sequence |
Length of Service |
Accrual Rate |
Maximum Carryover |
Ceiling |
---|---|---|---|---|
1 |
Less than five years |
15 |
15 |
45 |
2 |
Greater than or equal to five years |
20 |
15 |
60 |
To create the bands:
-
Create the following length of service derived factors using the Manage Derived Factors task in the Absence Administration work area.
-
Length of service less than 5 years
-
Length of service greater than or equal to 5 years
-
-
Use the expression builder to create bands using the derived factors that you created:
Band Sequence |
Expression |
---|---|
1 |
[LengthOfService.LessThan5] |
2 |
[LengthOfService.GreaterThan5] |
Creating Bands Based on Location and Length of Service
Scenario: You want to create accrual bands of varying length of service for workers who belong to specific geographic locations, as shown in the following table.
Band Sequence |
Location |
Length of Service |
Accrual Rate |
Maximum Carryover |
Ceiling |
---|---|---|---|---|---|
1 |
Paris |
Less than five years |
15 |
15 |
45 |
2 |
Greater than or equal to five years |
20 |
15 |
60 |
|
3 |
Tokyo |
Less than three years |
10 |
10 |
30 |
4 |
Greater than or equal to three years |
15 |
15 |
45 |
To create the bands:
-
Create the following length of service derived factors for the specific geographic locations using the Manage Derived Factors task in the Absences work area.
-
Length of service less than 5 years
-
Length of service greater than or equal to 5 years
-
Length of service less than 3 years
-
Length of service greater than or equal to 3 years
-
-
Use the expression builder to create bands using the derived factors that you created:
Band Sequence |
Expression |
---|---|
1 |
[Person.Location] = "Paris" AND [LengthOfService.LessThan5] The person.location attribute is on the Entities tab in the Expression Builder dialog box. The LengthOfService derived factors are available from the Derived tab. |
2 |
[Person.Location] = "Paris" AND [LengthOfService.GreaterThan5] |
3 |
[Person.Location] = "Tokyo" AND [LengthOfService.LessThan3] |
4 |
[Person.Location] = "Tokyo" AND [LengthOfService.GreaterThan3] |
Creating Date-Effective Accrual Bands Based on Grade
Scenario: Your enterprise wants to change its leave policies every year in accordance with government regulations, as shown in the following table.
Band Sequence |
Effective Start Date |
Grade Range |
Accrual Rate |
Maximum Carryover |
Ceiling |
---|---|---|---|---|---|
1 |
April 1, 2014 |
A1 - A3 |
15 |
15 |
45 |
2 |
A1 - A6 |
20 |
15 |
60 |
|
3 |
April 1, 2015 |
A1 - A3 |
20 |
20 |
30 |
4 |
A1 - A6 |
25 |
15 |
40 |
Set the session effective date to April 1, 2014 and 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" |
Save your work and set the session effective date to April 1, 2015. Then, create band 3 and band 4 using the same expressions that you used for band 1 and band 2:
Band Sequence |
Expression |
---|---|
1 |
[Person.Grade] >= "A1" AND [Person.Grade] <= "A3" |
2 |
[Person.Grade] >= "A4" AND [Person.Grade] <= "A6" |