Create a Maternity Plan
This example shows how to create an absence qualification plan for employees taking maternity leave.
The following table summarizes key decisions for this scenario.
Decisions to Consider |
In This Example |
---|---|
Who is eligible for this plan? |
Only full time regular employees |
What unit of measure should this plan use to process absences? |
Weeks |
What is the plan term to assess entitlements? |
6 months, rolling backward from the absence start date |
How do you deal with absences that overlap the plan term? |
Use the Include rule to assess the entire absence. |
How do you deal with terminated workers and workers who lose eligibility while receiving entitlements from the plan? |
Continue entitlements if worker is terminated. Stop entitlements if worker loses eligibility. |
For how much leave time are workers entitled to receive payment? |
Workers who have completed less than 5 years of service are entitled to 8 weeks payment at 90 percent pay followed by a further 16 weeks at 50 percent pay. Workers who have completed more than 5 years of service are entitled to receive payment for the first 6 weeks at full pay followed by 12 weeks at 75 percent pay. |
How do you want to calculate payments? |
The declared salary determines the payment of a unit of absence. |
Transfer payments for payroll processing? |
Yes |
Prerequisites
Before you create the absence plan, in the Absences work area:
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Use the Manage Eligibility Profiles task to create a participant eligibility profile to restrict eligibility of the absence plan to full time regular workers. In the Employment tab, Assignment Category subtab, select Full-time regular from the Full Time or Part Time list.
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Use the Manage Derived Factors task to create length of service derived factors. Don't create a qualification absence plan with multiple expression builders where all expression builders are satisfied. If there is a specific scenario, create multiple plans instead of multiple expression builders.
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Use the Manage Rate Definitions task to create a rate definition for payment of a unit of absence based on the declared salary on the absence start date.
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Use the Manage Elements task to create a nonrecurring element. Use Absences as the primary classification and Maternity as the secondary classification. In the Absence Plan Details section, select Qualification Absences as the type of absence information you want transferred to payroll.
Creating the Length of Service Derived Factors
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In the Absences work area Tasks panel tab, click Manage Derived Factors.
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In the Length of Service tab, click Create.
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In the Create Derived Factor Length of Service dialog box, complete the fields, as shown in this table.
Field
Value
Name
LengthOfService_LessThan5
Unit of Measure
Years
Less Than Length of Service
5
Period Start Date Rule
Date of hire
Determination Rule
As of event date
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Click Save and Create Another.
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Complete the fields, as shown in this table.
Field
Value
Name
LengthOfService_GreaterThan5
Unit of Measure
Years
Greater Than or Equal to Length of Service
5
Period Start Date Rule
Date of hire
Determination Rule
As of event date
-
Click Save and Close.
Creating the Rate Definition
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In the Absences work area Tasks panel tab, click Manage Rate Definitions.
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Click Create.
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On the Create Rate Definition page, complete the fields, as shown in this table.
Field
Value
Name
Maternity Leave
Short Name
MAT LEAVE
Legislative Data Group
Select your legislative data group.
Periodicity (Returned Rate Details section)
Bimonthly
Balance Dimension
Year to Date
Periodicity (Calculation section)
Bimonthly
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Click Create.
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On the Create Rate Contributors page, complete the fields, as shown in this table.
Field
Value
Balance Name
FIT Gross
Balance Dimension
Year to Date
Type
Actual
Add or Subtract
Add
Factor Rule
Value
Factor Value
1.00
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Click Save and Close.
Creating the Absence Plan
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In the Absences work area Tasks panel tab, click Manage Absence Plans.
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Click Create.
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In the Create Absence Plan dialog box, complete the fields, as shown in this table.
Field
Value
Legislation
Select your legislation.
Plan Type
Qualification
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Click Continue.
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On the Create Absence Plan page, complete the fields, as shown in this table.
Field
Value
Plan
Maternity
Legislative Data Group
Select your legislative data group.
Status
Active
Plan UOM
Weeks
Type
Rolling backward
Term Duration
6
Term Duration UOM
Months
Start Rule
Absence Start Date
Overlap Rule
Include
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Click Save.
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Click the Participation tab, and complete the fields, as shown in this table.
Field
Value
On Loss of Plan Eligibility Only, Terminate Entitlement
Select
Eligibility
Select and add the eligibility profile that you created as part of the prerequisite task.
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Click Save.
Defining an Entitlement Matrix for the Maternity Plan
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Click the Entitlements tab.
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In the Entitlement Attributes section, select Matrix.
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In the Qualification Band Matrix section, click Add to add a row.
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In the Sequence field, enter 1.
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Click the Expression Builder icon.
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In the Derived tab, expand Length of Service, and select LengthOfService_LessThan5.
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Click Insert Into Expression.
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Click OK.
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In the Create Absence Plan page, click Save.
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Repeat step 3 through step 9. Ensure that you provide the following key information, as shown in this table:
Field
Value
Sequence
2
Derived factor to select in the expression builder
LengthOfService_GreaterThan5
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In the Qualification Band Matrix section, click the LengthOfService_LessThan5 row.
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In the Qualification Details section, complete the fields, as shown in this table.
Sequence
Detail Name
Duration
Payment Percentage
1
8 weeks at 90 percent pay
8
90
2
16 weeks at 50 percent pay
16
50
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In the Qualification Band Matrix section, click the LengthOfService_GreaterThan5 row.
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In the Qualification Details section, complete the fields, as shown in this table.
Sequence
Detail Name
Duration
Payment Percentage
1
6 weeks at full pay
6
100
2
12 weeks at 75 percent pay
12
75
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Click Save.
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Click the Entries and Balances tab, and complete the fields as shown in this table.
Field
Value
Absence Payment Rate Rule
Select the Maternity Leave rate definition that you created.
Transfer absence payment information for payroll processing
Select
Element
Select the element that you created as part of the prerequisite task.
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Review the information you entered in all the tabs.
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Click Save and Close.