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:

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.
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.
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.
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.

In the Create Derived Factor Length of Service dialog box, complete the fields, as shown in this table.

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

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

On the Create Rate Contributors page, complete the fields, as shown in this table.

In the Create Absence Plan dialog box, complete the fields, as shown in this table.

Field	Value
Legislation	Select your legislation.
Plan Type	Qualification

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

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.

Click the Entitlements tab.
In the Entitlement Attributes section, select Matrix.
In the Qualification Band Matrix section, click Add to add a row.
In the Sequence field, enter 1.
Click the Expression Builder icon.
In the Derived tab, expand Length of Service, and select LengthOfService_LessThan5.
Click Insert Into Expression.
Click OK.
In the Create Absence Plan page, click Save.

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

In the Qualification Band Matrix section, click the LengthOfService_LessThan5 row.

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

In the Qualification Band Matrix section, click the LengthOfService_GreaterThan5 row.

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

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.