Limit rules

Limits are used to define the maximum balance, annual accrual, or carryover available to a resource. For example, a 12-week accrual balance means a resource can accrue up to 12 weeks of vacation time and any time beyond that is forfeited. Or a resource with a carryover limit of 40 hours can only carry over 40 hours of vacation from one year to the next.

Limit Rules are used to define when accrual totals are reset and if the carryover amount is available for a limited period of time (carryover period).

A plan must have an annual reset point or date to determine when totals are reset, but maximums are not required. The ongoing balance limit has an additional option (balance limit type) to check maximums by plan type, plan, or plan category.

Limit rules are used to set these maximum limits for plans. You assign a limit rule to each plan. For example, employees in a vacation plan for full-time, salaried resources can accrue 12 weeks of vacation while employees in a vacation plan for part-time, hourly resources can accrue 10 weeks of vacation.

Process Plans calculates the reset point and the applicable limits according to the limit rule.

You define these limit options:

• Ongoing balance limits: use to determine the number of hours a resource can hold in their available balance at any point in time.
• Annual accrual limits: use to determine the number of hours a resource can accrue in a plan year.
• Carryover limits: use to determine the number of hours a resource can carry into the specified carryover period.
• Expiration edits: use to define which notification is created when an insufficient balance is calculated on a time off request date due to time expiration.