Allotment adjustments

Factor changes

Factor changes occur when one of these changes to the data occur:

• a calculation amount changes on the Calculation form during the allotment period
• when a resource's FTE changes.

Before you can adjust allotments for factor changes, verify that these items are true:

Resources are in cycle-based plans.

• Tables use calculations with factors.

  For information about calculations, see Creating calculations.

Example: On January 1, Tom Peterson received an allotment for the 12-month period of January 1 to December 31 for 60 hours. This allotment was based on an FTE of .50 (10 hrs/monthly cycle * FTE). On July 1, Tom's FTE changed to 1.00. Adjust Allotments calculates an additional allotment due of 30 hours [(10hrs/month * 6 months * 1.00 FTE) – 30 hours original allotment for July-Dec months)". It creates six allotment adjustment transactions of 5 hours apiece, and Tom is awarded an additional allotment or 30 hours.

A comparison to accrual adjustment occurs when a resource receives an accrual during the allotment period that is different than the allotted amount for the same cycle. This happens when a resource works a different number of hours than what they are set up to allot.

Before you can adjust allotments for comparisons to accruals, verify these situations:

• Resources are in cycle-based plans.
• The Relationship to Accrual option must be set to Adjust Allotment By Accruals on the Accrual Rule.
• The cycle frequency of accruals in the Accrual Table must match the cycle frequency of allotments in the Allotment Table.

Example: Bus drivers have a vacation plan that is based on the amount of projected hours they work per day.

There are several options for vacation plans for the bus drivers. The options are based on their scheduled work hours. The vacation plans are written in 1/2 hour increments starting at 3 hours up to 8 hours per day.

Employee A is scheduled to drive 4.5 hours a day. Their allotment is 45 hours per year or .8653 hours per pay period cycle because they are paid weekly. Even though they are scheduled 4.5 hours a day, they cover other drivers' shifts and typically works more hours than their allotment per day. Because this is the case, they should be earning more vacation hours than they are scheduled for. In addition an adjustment must be made to their record per pay period. For the current week, they worked 6 hours a day, which earns their 1.1538 hours per pay period. The Adjust for relation to accrual action will adjust their vacation balance.

Example: Employee B received an allotment of 173.0 hours on January 1 based on a calculation of Annual Hours 2080 / 12 * .025. Monthly accruals are received based on calculation of .025 for each hour worked. They work 195.00 hours each month instead of scheduled hours of 173.30. Adjust Allotments will calculate an additional allotment due of 6.00 hours [(195.00 – 173.00) * .025 * 12".