Assigning policies to employees

For the accrual policies you create to have an effect, you must assign them to the appropriate employees. You can assign multiple policies to an employee. They are processed by the application in order of their priority.

  1. Select Maintenance > Employees > Employee.
  2. Click Edit next to the employee to whom you want to assign an accrual policy.
  3. Navigate to the Employee Accrual Policies section.
  4. Click the new row icon, and specify this information:
    Policy
    Select the name of the policy you want to assign.
    Priority
    Specify any whole number to represent the policy's priority. This value determines in what precedence priorities are calculated. The lowest value is calculated first.
    Start Date
    Select the first date the policy is effective. You can define the policy as being effective only for a certain time period. This date defines the start of the effective period.
    End Date
    Select the last date the policy is effective.
  5. Select the Enable check box.
  6. Click Save.

    If a new entitlement policy assignment overlaps with an existing policy assignment, the OVERWRITE_ENT_POLICY registry parameter determines whether the new policy replaces the existing policy for the overlapping dates.

    When the registry parameter is set to true, the dates of the existing policies are adjusted to avoid overlapping. For example, an employee may have an EXEMPT policy that gets superseded by a NON-EXEMPT policy as of August 1, the day their exempt status changes within their organization. With this setting, the EXEMPT policy is end-dated on July 31 automatically, ensuring that the employee is not subscribed to two conflicting policies simultaneously.

    Note: If the new policy assignment has the same start and end dates as an existing policy assignment, the existing policy assignment is deleted.

    When the registry parameter is set to false, a new policy assignment does not replace any existing policy assignments for the overlapping dates. With this setting, employees can be subscribed to multiple policies simultaneously.

    See "OVERWRITE_ENT_POLICY" in the Infor Workforce Management Registry Parameter Reference Guide.