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.