Setting up balance deductions or resets

Balance deductions and resets are similar to balance transfers in that they deduct units (either a fraction of the total, or all available units) from balances according to a specified schedule. But since the units are not transferred to another balance, they are lost to the employee.

  1. Select Maintenance > Balances and Accruals > Balances.
  2. Click Edit next to the balance you want to deduct.
  3. In the Balance Transfer section, click the new row icon, and specify this information:
    Transfer To
    Select *DEDUCT_BALANCE. This is a system value, not a balance type.
    Calculation Group
    Select the calculation groups that are eligible for this deduction or reset.
    Apply Unit
    Select the time frame the deduction or reset occurs. These are the available options:
    • Day: A deduction or reset happens every day and therefore has no effect on the Apply Value field.
    • Week: You can specify a day (between 1 and 7) in the Apply Value field from a calendar week.
    • Month: You can specify a day (for example, day 29 of every month) in the Apply Value field from a calendar month.
    • Quarter: You can specify a day in the Apply Value field from a calendar quarter
    • Year: You can specify a day in the Apply Value field from a calendar year.
    • Pay Period: You can specify a day in the Apply Value field from the calculation date pay period of the employee.
    • Custom Date: You can develop custom dates by implementing the com.workbrain.app.ta.db.BalanceTransferCustomDate interface. The full path of the implemented class must be supplied in the Apply Value field.
    • Constant Date: You can enter a date adhering to the mm/dd/yyyy format in the Apply Value field.
    • Days After Accrual: You can use this option to deduct or reset the balance after a set number of accrued Apply Value days.
    • Anniversary: You can use this option to deduct or reset the balance at the employee's hiring or anniversary date. This option ignores the Apply Value field because the anniversary is a specific date and a value is not needed.
    Apply Value
    Specify the day that the deduction or reset occurs, based on the value you selected from the Apply Unit drop-down list.

    Specify one of these values:

    • L: Applies the accrual on the last day of the time period.
    • F: Applies the accrual on the first day of the time period.
    • 1-31: Applies the accrual on the date of the time period. For example, specifying 5 and selecting Month from the Apply Unit drop-down list means the accrual is applied on the 5th of every month.
    Ratio
    Specify the fraction, in decimal format, of the balance value that is deducted. The number of units is multiplied by this number to determine how many units are deducted. For example, a value of 0.5 means half of the balance’s units are deducted. Specify 1 to reset the balance to zero.
    Condition
    Specify the full path of the class that implements the com.workbrain.app.ta.db.BalanceTransferCondition class. The deduction or reset will only occur if this condition is satisfied even if the "deduct or reset when" condition is satisfied. This field must be left blank if no condition is required.
    Action
    Specify the full path of the class that implements the com.workbrain.app.ta.db.BalanceTransferAction class. Transfers are not performed when an action is supplied. The value that is eligible for deduction is sent to the implementing class, where the class will either deduct the value or perform a customization (such as adding a premium).
  4. Click Save.