Accrual and allotment rules

Accrual and allotment rules are used to define how accruals and allotments are calculated within a plan.

Accruals are hours that build up over time, similar to a savings account of leave. When you define absence plan rules and tables, you define how and when accruals are earned. As an example accural, you can set up resources like this:

• one vacation day a month for the first year of employment
• one and a half days a month for the second through fourth year of employment
• two days a month for the fifth through tenth years

An allotment is a lump-sum amount awarded to resources either one time or once a year. Allotments are calculated up front, and can be adjusted over time. For example, at the start of each year, resources can be given a yearly allotment of three personal holiday days. In contrast, accruals are given in increments over a more frequent, cyclical basis.

Hours tables are used to control the accumulation of time into hours balances. When you calculate absence plan transactions with Process Plans, the Accrual Start and Accrual From Dates and the Allotment Begin Date are calculated.

Accruals and allotments can be used together and their relationship is defined on the allotment set up.