Define Balances for FMLA Hours Worked

Here's how to define a balance used for Family and Medical Leave Act (FMLA) that's referenced in the Derived Factors task.

Use this balance to define the types of hours you want to count toward the 1250-hour threshold that determines whether an employee qualifies for FMLA. You can choose whether to include only working hours or to include holiday hours or other types of hours. The Derived Factors task uses this balance to calculate the 1250 hours.

You're responsible for setting up any balances required for FMLA, which are created using the Balance Definitions task. In this example, you're defining a balance that tracks hours for FMLA qualification. It uses the Regular and Overtime balance classifications as balance feeds. When you create an element of Regular or Overtime secondary classification, an automatic balance feed results.

Once you have created the balance, you can use it in a derived factor.

For further info, see Create Derived Factors for FMLA in the Help Center.

Specify balance feeds by classification or element.

Starting the Manage Balance Definition Task

1. From My Client Groups, click Show More.

2. Under Payroll, click Balance Definitions.

3. Click Create and then Create Balance.

4. Select your US legislative data group.

5. Click Continue.

Entering Balance Type Attributes

1. Enter FMLA Hours Worked as the balance name.

2. Select Hours for the balance category.

3. Select 8 hours as the Unit of Measure.

4. Click Next.

Entering Balance Dimension Attributes

1. Click Select and Add.

2. Search for the Relationship Last 12 Months balance dimension, and select it.

3. Click Apply.

4. Click Done.

5. Click Next.

Entering Balance Feeds Attributes

1. Click Add Row under Balance Feeds by Classification.

2. Select Regular for Balance Classification.

3. Select Add for Add or Subtract.

4. Repeat this process to add the Overtime classification.

5. Click Submit.

6. Click OK.