Creating a new accrual policy
- Navigate to Admin control panel > Global > Entitlement Setup
- Select Elements for the Holiday pot.
- Select Policies for the element you wish to link the long service too.
- Once selected, please select Add new (located on the right-hand-side of the title)
- Now you'll be able to configure the policy and disable if needed - please see an example configuration below:
- Entitlement accrual policy - this will allow you to choose the policy or create a new policy - by selecting Add new (please refer to the below policy steps if you wish to configure another policy)
- Description - This allows you to describe the type of rule
- Accrual source - leave this as Manual input
- Amount in days - Set the number of days to be awarded
- Rounding policy - This will allow you to set the rounding policy to how e-days gives the balance
- May be applied once only - This tells the system to only award the balance 1st and not every-time the user triggers the restriction.
- Restrict by service length (in months) - This tells the system how to award the user working from the length of service - 1 year equals 12 months.
- Restrict by age (in years) - This tells the system to restrict the award by the age of the user.
- Restrict by User Profile fields - This tells the system to restrict the award by the specific field.
- Enabled - This tells the system if the policy is enabled or disabled.
Creating a new policy
- Navigate to Admin control panel > Global > Entitlement accrual set-up
- Select Add new
- Enter the description and how the system is to trigger the aware - this is categorized as Recurrence pattern
- The two patterns that we see are either; Holiday year start date - Recur on users' holiday year start date or Employment start date - Recur on users' employment start date (Annually).
- Save to confirm.
- This will enable you to select the policy when creating a new accrual policy.