Adjusting allotments

Use this procedure to recalculate allotments previously given to employees.

Allotment adjustments for factor changes require the following:

  • Employees must be in cycle-based (versus hours-based) plans.

  • Tables must use calculations with factors.

  • All factors used on calculations must be logged to history. If no the application cannot find history records for any one of the factors, the allotment recalculation will not be performed. You indicate whether factors should be logged to history on Data Item Attributes (HR10.1).

Allotment adjustments for allotments based on accrual amounts received require:

  • Employees must be in cycle-based (versus hours-based) plan

  • On the Allotment tab of Accrual Rule (LP03.2), you must select 3 (Adjust allotment by accrual) in the Relation to Accrual field.

  • The cycle frequency of allotments must be the same as the cycle frequency of accruals.

    After you run Employee Absence Plan Calculation (LP140) or Allotment Adjustment Calculation (LP145), you must run Absence Plan Close (LP197) before you can run LP140 or LP145 again for the run for the same process level.

To adjust allotments

  1. Access Allotment Adjustment Calculation (LP145).
  2. Run the update. Use the following guidelines to enter field values:
    Processing Group

    Select an optional processing group for which allotment adjustment transactions should be processed.

    Process Level

    Select an optional process level for which allotment adjustment transactions should be processed. Employees that are currently assigned to this process level on Employee (HR11.1) will be selected.

    Absence Plan

    Select the absence plan that should be processed.

    Structure Employee Group

    Select the absence plan employee group that should be processed. If you select an employee group, you must also select an absence plan.

    Processing Option

    Select the type of processing that should occur.

    Select 2 (Adjust for Factor changes) to adjust previous allotments for employee factor changes during the allotment period. Employee factors are defined on Calculations (LP07.1), so the allotment table must use a calculation based on a factor. In addition, these calculation factors must be logged to history on Data Item Attributes (HR10.1). If no history records are found for any one of the factors, the allotment recalculation will not be performed.

    For example, an allotment given on January 1 is based on an FTE of .50. The employee's FTE changes on July 1 to 1.0. LP145 can be run to create an adjusting entry for the allotment period of time from July 1 to the end of the allotment period based on the new FTE.

    Select 3 (Adjust for relation to accrual) to adjust previous allotments based on accrual amounts received during the allotment period. The Relation to Accrual on Accrual Rule must be "Adjust allotment by accrual." LP145 compares the allotment amount to the accrual amount for the same cycle and create an adjusting allotment entry for each cycle in which the allotment amount differs from the accrual amount.

    For example, an allotment given on January 1 is based on projected annual hours. During the allotment period, accruals are calculated based on actual hours worked. LP145 can be run to create an adjusting entry to increase (or decrease) the allotment amount based on the difference between the allotment and the accrual amount for each cycle within the allotment period.

    Adjustment Option

    Select the type of adjustment transactions that should be created.

    Note: Because Adjustment Option 2 or 3 will only report transactions that were created (i.e., only positive or only negative), you may want to run for adjustment option 1 (adjust all) in report only mode to view all cycles and see the adjustments that would be created if you wanted to adjust for both increases and decreases.
    Allotment Date

    Type a date range for the allotments that should be recalculated. If a date range is not entered, all allotments will be recalculated.

    Processing Effective Date

    This date determines which employee plan master records are selected for processing. This effective date must fall between the Master Entry and Master End date of the employee's plan master record.

    The date also determines which effective dated plan structure record will be used to find the applicable rules, and which effective dated tables will be selected.

  3. Add and submit the job.