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 occurred on the current day.
By default, this check box is cleared, and current day accruals are included. To exclude current day accruals, select this check box. Many paid sick leave laws allow employers to discard the sick balance of rehired employees who have been away from the company for a specific period. For example, 12 months between termination and rehire. If returning employees are eligible to start accruing sick time immediately, select this parameter to discard the old balance while excluding any accruals earned on the rehire date. To discard the paid sick balance of rehired employees, use this rule together with the Compare Rehire and Term Dates Condition. You can only modify this parameter if the Deduct Balance option is selected. |
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] |