Balance Transfer Rule
Class Name
com.workbrain.app.ta.quickrules.BalanceTransferRule
Overview
The Balance Transfer Rule is used when a balance amount is to be moved from one balance to another. Optionally, this transfer can be done at a specified ratio (for example, "transfer half of the employee's vacation to sick"). The rule can also deduct from the originating balance without transferring the balance amount to another balance.
Parameters
| Parameter | Description | Example |
|---|---|---|
| Balance Transfer From | The balance you want to transfer from. | VACATION |
| Balance Transfer Ratio | The ratio at which you want to move the "from" balance to the "to" balance (or deduct from the "from" balance if so configured). | 1.0 |
| Balance Transfer Message | Optional message to be put in the balance log. | "Transferred via pay rule" |
| Balance Transfer/Deduct | To transfer an amount from one balance to another, select
the
Balance Transfer To
option and select the balance to receive the transfer.
To deduct the balance instead of transferring the balance, select the Deduct Balance option. |
SICK |
| Ignore Current Day Accruals? |
This parameter determines whether the rule
excludes any accruals that have occurred on the current day.
By default, the check box is cleared and current day accruals are included. For the rule to exclude current day accruals, select the check box. Many paid sick laws allow companies to discard the balance of rehired employees that have been away from the company for a specific duration of time. For example, 12 months between termination and rehire. If returning employees are eligible to start accruing sick time immediately, you can select this parameter to discard the old balance while excluding any accruals that employees have earned on their rehire date. To discard the paid sick balance of rehired employees, use this rule with the Compare Rehire and Term Dates Condition. |
Example: Transfer from balance A to balance B (full ratio)
| Parameter | Configuration | Value Pre-Transfer | Value Post-Transfer |
|---|---|---|---|
| Balance Transfer From | VACATION | 8 | 0 |
| Balance Transfer Ratio | 1.0 | ||
| Balance Transfer/ Deduct | SICK | 0 | 8 |
Example: Transfer from balance A to balance B (50% ratio)
| Parameter | Configuration | Value Pre-Transfer | Value Post-Transfer |
|---|---|---|---|
| Balance Transfer From | VACATION | 8 | 4 |
| Balance Transfer Ratio | 0.5 | ||
| Balance Transfer/ Deduct | SICK | 0 | 4 |
Example: Deduct from balance A (full ratio)
| Parameter | Configuration | Value Pre-Transfer | Value Post-Transfer |
|---|---|---|---|
| Balance Transfer From | VACATION | 8 | 0 |
| Balance Transfer Ratio | 1.0 | ||
| Balance Transfer/ Deduct | [Deduct] |
Example: Deduct from balance A (25% ratio)
| Parameter | Configuration | Value Pre-Transfer | Value Post-Transfer |
|---|---|---|---|
| Balance Transfer From | VACATION | 8 | 6 |
| Balance Transfer Ratio | 0.25 | ||
| Balance Transfer/ Deduct | [Deduct] |