Canada Vacation Plan Master (TA40.1)

Use Canadian Vacation Plan Master (TA40.1) to define vacation plan parameters.

This form is used with the schedules defined in Canadian Vacation Hours Schedule (TA40.2) and Canadian Vacation Dates Schedule (TA40.3).

Processing effect

If you select 1 (No Accrual, Vac Pay Only) in the Accrual Type field, then employees are paid for vacation time each pay period instead of accumulating vacation pay. In this case, the system accrues the hours for the pay period when Time Accrual Update Program (TA146) is run and you must submit Canadian Vacation Payout (PR130) to pay for that vacation in time.

If you select 2 (Accrual - Dollars Only) in the Accrual Type field, then the hours or date schedule is used to calculate the amount to accrue. TA146 uses the schedules to define the level of eligibility for vacation percentage, which is used to calculate dollars.

If you select 3 (Accrual Dollars and Hours) in the Accrual Type field, then both dollars and hours are accrued. TA146 uses the schedules to define the level of eligibility for vacation percentage, which is used to calculate dollars.

When paying out vacation under this type of accrual, the dollars and hours entered on the time record will reduce the balances accordingly.

Note: If you select 3 in the Accrual Type field, then the hours are not automatically calculated when you pay out vacation using PR130, because it is not possible to exactly calculate the number of hours associated with a specific dollar amount because the pay rate can vary during the accrual period. Therefore, to ensure accuracy, you can directly handle timecards for this accrual type through time record entry instead of PR130 or adjusting hours using Canadian Vacation Adjustments (TA42).

The Balance Limit field defines the maximum an employee can hold. This maximum is based on the number of hours or on a factor. It does not affect the number of actual dollars an employee can hold in the plan. Once the number of hours is reached, the plan will stop accruing. Because the limit reached is specifically only for hours, you can use it for plans that are accruing Dollars and Hours or for special User Calc, where hours are accrued.