Limit rules

Limits determine the maximum balance, accrual, or carryover available to an employee. For example, a 12-week accrual balance means an employee can accrue up to 12 weeks of vacation time and any time beyond that is forfeited. Or an employee with a carryover limit of 8 weeks can only carry over 8 weeks of vacation from one year to the next.

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

A plan structure must have an annual reset point or date to determine when totals are reset, but maximums are optional. The ongoing balance limit has an additional option (balance limit type) to check maximums by plan, plan / employee group, plan / employee group / position, or plan category.

Limit rules set these maximum limits for plan structures. You assign a limit rule to each plan structure. For example a vacation plan structure for full-time, salaried employees may allow them to accrue 12 weeks of vacation while a vacation plan structure for part-time, hourly employees may allow them to accrue 10 weeks of vacation.

Employee Absence Plan Calculation (LP140) calculates the reset point and the applicable limits according to the limit rule.

You define three limit options:

• Ongoing balance limits, which determine the amount of hours or earnings an employee can accrue

• Annual accrual limits, which determine the amount of hours or earnings an employee can accrue in a plan year

• Carryover limits, which determine the amount of hours or earnings an employee can carry into the next plan year