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:

  1. 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

  2. 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:

  1. 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

  2. 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"