e-days supports the addition of Time Submission for Accrual policies, in short, this allows you to configure a policy that awards a set amount, based on a duration worked.
These policies can be customised at a template or user level.
If this has yet to be created, please refer to the Accrual pattern setup page.
Entitlement Setup -> Edit an Element -> Policies. The accrual source should be set to “Time submission” and the rate entered.
The accrual is at a rate “x hours per y hours worked”, e.g. “1 hour per 8 hours worked”.
- E.g. with a rate of 3 hours per 8 hours worked, a week lasting 16 minutes would accrue 6 minutes of entitlement.
- If the rate desired is not a whole number, multiply through to make it whole – e.g. 0.5 hours per 8 hours worked is the same as 1 hour per 16 hours worked.
- If this week is made up of 16 segments each one minute long, 6 minutes would still be accrued.
Accruals are awarded upon authorisation of the time recording week. If the user has no authoriser, it occurs upon submission. The effective date is the date of authorisation.
When a week is unlocked, the time accrued is refunded by adding a negative adjustment equal to the amount originally awarded for the week. The effective date is the date of unlocking.
This means time may be adjusted and the award re-added. It also means that if a user’s settings have changed e.g. the rate for accruing is meant to be higher, the week could be re-submitted to accommodate new settings.
Customisations to the rate may be made at the template or user level.
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Detailed Notes on fields:
- The “entitlement accrual policy” field may be set to anything, e.g. Daily.
- Service length restrictions may also be applied to these accrual policies, or age restrictions or custom field restrictions, just as with normal accruals.
- Assuming the entitlement is in hours, the rounding policy applies to the number of minutes awarded – by default, fractional minutes round down, but you may also choose for them to round up instead.