Allotment adjustments

Factor Changes

Factor changes occur when you when you

• change a calculation amount on Calculation (LP07.1) during the allotment period or

  or

• when an employee FTE changes.

Before you can adjust allotments for factor changes, you should ensure that:

• Employees are in cycle-based plans.

• Tables use calculations with factors. For information about calculations, see "Defining Calculations."

• All factors used on calculations are logged to history. For information on logging to history, see the Infor Human Resources User Guide.

Example

On January 1st, 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. Allotment Adjustment Calculation (LP145) 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.

Comparison to Accruals

A comparison to accrual adjustment occurs when an employee receives an accrual during the allotment period which is different than the allotted amount for the same cycle. This occur when an employee works a different number of hours than what he or she is set up to allot.

Before you can adjust allotments for comparisons to accruals, should ensure that:

• Employees are in cycle-based plans.

• Option 3 (Adjust allotment by accrual) must be selected in the Relation to Accrual field of Accrual Rule (LP03.2).

• The cycle frequency of accruals in Cycle-Based Accrual Table (LP04.2) must match the cycle frequency of allotments in Cycle-Based Allotment Table (LP04.3)

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 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.

Natalie Garcia is scheduled to drive 4.5 hours a day. Her allotment should be 45 hours per year or .8653 hours per pay period cycle because she is paid weekly. Even though she is scheduled 4.5 hours a day she covers other drivers' shifts and typically works more hours than that per day. Since this is the case, she should be earning more vacation hours that she is scheduled for, and she will require an adjustment made per pay period. For the current week, she worked 6 hours a day, which earns her 1.1538 hours per pay period. Option 3 "Adjust for relation to accrual" will adjust her vacation balance.

Example

Mai Vang received an allotment of 173.0 hours on January 1st based on a calculation of Annual Hours 2080 / 12 * .025. Monthly accruals are received based on calculation of .025 for each hour worked. Mai works 195.00 hours each month instead of scheduled hours of 173.30. LP145 will calculate an additional allotment due of 6.00 hours [(195.00 – 173.00) * .025 * 12".