Defining service rules

Define service rules to specify the date on which service calculations begin for each employee plan master record.

To define service rules

  1. Access Service Rule (LP03.1).
  2. Select a company and type a name and description for the service rule. Use the following guidelines to enter field values:
    Date

    Select the date from which service will be measured. A value is required in either this field or the Date User field.

    Date User Field

    If the service requirement is based on a user-defined date field, select the field that determines the service begin date. A value is required in either this field or the Requirement Date field.

    Calendar Date

    Specify a calendar date to be used as the service begin date instead of the date maintained on the employee record. The service begin date is the date from which service is measured for determining length of service in absence plan calculations.

    Waiting Period Start

    If a waiting period must be satisfied before length of service calculations can start, select the date from which the waiting period begins. If a value is selected, the Waiting Period and Unit fields are required.

    Waiting Period

    Type the waiting period that must be satisfied before service calculations start. If a value is entered here, a Unit must be specified.

    Unit

    If you type a value in the Waiting Period field, select unit of time in which the waiting period is measured.

    Wait Service Class

    If you select hours for the waiting period unit, select a service class that identifies which hours, by service code, will count toward the waiting period.

    Hours Type

    If you select hours for the waiting period unit, indicate which type of hours will count towards the waiting period.

    The option you select will have a dependency on the balance and enrollment type defined on the plan. For example, if you select 01 Plan, only the hours worked for the employee's eligible positions are considered. For plans with a balance type of 1 = Employee Group and an enrollment type of 2 = position code, the eligible positions are shown on the Employee Absence Plan Enrollment (LP32.1) records which you access from Employee Absence Plan Master (LP31.1).

    Date Flag

    If the waiting period start date is different than the service requirement date, identify whether the earlier or later of the resulting dates, once the waiting period is applied, should be used for service calculations.

    For example, should the earlier or later date of Seniority Date or one year after Hire Date be used to set the service begin date?

    Nearest Point

    If points are specified for setting the service begin date, select the value to identify if the nearest point before (prior) or after (next) the requirement is met will be used.

    Points

    If the service begin date needs to fall on a specific calendar point (i.e. first of a month) enter the month and day values to identify these points.

    Pay Cycle Adjust

    Select whether the service begin date should be adjusted to the pay period.

Related reports and inquiries

To Use
Generate a list of the tables that have been defined for a company for use on an absence plan rule. Rules Tables Listing (LP204)