Defining limit rules

Reset Date

Select the date when annual totals are reset and begin for limit purposes.

Alternately, annual limits can begin and totals be reset on a date defined in the Reset Point field.

Reset Point

Type the calendar point when annual limits begin and totals are reset. If the annual totals are reset based on a calendar point (i.e., January 1), enter the month and day of this point.

Ongoing Balance Limit

Hours Table

Select the table that defines the ongoing hours balance maximum.

Earnings Table

Select the table that defines the ongoing earnings balance maximum.

Balance Limit Type

Select how balance maximums are to be applied for on-going balance limits. For example, if you select plan category, all plans with the same plan category as the selected plan will be counted toward the limit you defined.

Bypass Limit Flag

Select whether the ongoing balance limit check should be bypassed in the current processing cycle.

This flag is used on an exception basis, should you need to bypass the ongoing balance limit check temporarily.

Annual Accrual Limit

Hours table

Select the table that defines the annual accrual hours balance maximum.

Earnings Table

Select the table that defines the annual accrual earnings balance maximum.

Accrual Limit Type

Select how balance maximums are to be applied for annual accrual limits.

Carryover Limit

Hours Table

Select the table that defines the hours carryover maximum. If a table is not entered in this field, the entire available balance will be carried into the next year.

If the entire available balance is lost upon carryover, define a table with a calculation resulting in zero.

Earnings Table

Select the table that defines the earnings carryover maximum or percent. If a table is not entered in this field, no earnings will be carried over.

If unlimited carryover is desired, the maximum on the selected table should be filled with 9s.

If a percent of the balance can be carried over, the percent field on the selected table should be used in addition to a calculation.

Carryover Period

If there is a carryover limit, this contains the number of units which define the carryover period. Units are determined by the carryover Unit field. Carryover period is optional.

If a carryover period is entered, the carryover amount will be compared to the amount taken during the carryover period, and any unused carryover after that period will be decremented (lost).

If no carryover period is entered, the carryover amount will remain until the next carryover date (based on the reset point).

Note: The carryover period is only applicable if less than a year.

Unit

Select the unit in which the carryover period is measured.

For example, if employees must use any amounts carried over within three months or lose them, enter a carryover unit of 5 (months) and a carryover period of 3. The resulting date is stored on Employee Absence Plan Master (LP31.1) as the carryover end date.