How You Create a Shared Parental Leave Agreement

In accordance with government-mandated rules of your country, you can configure a shared parental leave agreement. The shared parental leave enables workers to curtail their maternity or adoption leave in order to share it with their partner.

The shared parental leave may be paid or unpaid. The amount of leave which can be taken depends on how much leave the person curtailing the maternity or adoption leave has left.

Here's how you create a shared parental leave agreement for your legislation:

1. Create absence plans for Childbirth and Adoption using the Absence Plans task in the Absences work area.

2. Create absence types for Childbirth and Adoption using the Absence Types task in the Absences work area.

3. Set up an agreement template that specifies the source plan and the target plan using the Leave Agreements task in the Absences work area.

Creating Absence Plans for Shared Parental Leave

Select the Agreement plan type and create the following absence plans for Shared Parental Leave:

• Childbirth

• Adoption

Add two bands, one paid and the other unpaid in the Entitlements tab.

Creating Absence Types for Shared Parental Leave

Select the Generic absence pattern and create the following absence types for Shared Parental Leave:

• Childbirth

• Adoption

On the Create Absence Types page:

1. In the Type Attributes tab, select the Agreement Selection field.

2. In the Plans and Reasons tab, ensure that the status of the selected plan is Active and the priority is set to 1. Occupational plans can also be added to the same absence type. However, make sure the priority of those plans is higher than the statutory plan and they're not concurrent. This ensures that the entitlement under the statutory plan is always calculated, irrespective of whether the workers are eligible for occupational plans or not.

3. In the Display Features tab, set the Open Ended field to Do not display. This field is in the Dates and Duration section.

Setting up an Agreement Template

The Shared Parental Leave functionality is governed using two processes which are based on agreement templates. Two Agreement Templates patterns are available out of the box:

• Childbirth or placement conversion (Giver)

• Childbirth or placement agreement(Receiver)

You can use them to set up an agreement template using the Leave Agreements task, which specifies:

• The mother or primary adopter's source plan (Giver) where the entitlement is converted to shared entitlements.

• The partner's target plan (Receiver) associated with the Shared Parental Leave agreement that receives the mother's or primary adopter's entitlements.

Use agreement templates to define eligibility rules and reason codes for denial or withdrawal of agreements. You can also specify entitlement or eligibility formula, enable partner selection and entitlement allocations, and give the option to add documentation certifications.

Once you've created both the agreement templates, you can associate them to an absence if the absence type has been configured for it during absence entry. The absence will consume from the entitlements shared through the agreement. However, the absence needs to be entered within the agreement period and must not be longer than the duration allocated on the agreement.