Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Example: Track Balances Rolling Forward for Coordinated Leaves and Time Off

Example: Track Balances Rolling Forward for Coordinated Leaves and Time Off

This example illustrates how to use the
First Day of Active Leave Balance Period or Leave Request
 report field in calculated fields within leave types to track balances rolling forward for coordinated leaves and time off. This helps ensure that events that cross periods are linked to the correct period.
Your organization wants to track balances for Family or Medical Leave of Absence (FMLA) leave taken by measuring forward from the first day of leave.
Create an FMLA leave type.
Security:
  • Custom Field Management
     domain in System functional area.
  • Set Up: Leave of Absence
     domain in Time Off and Leave functional area.
  1. Access the
    Create Calculated Field
     task.
    Create a calculated field that extracts the start date from the leave request event.
    1. Enter these values:
      Field
      Value
      Field Name
      Rolling Forward - Start Date
      Business Object
      Leave Request Event
      Function
      Build Date
    2. Click
      OK
       and enter these values on the
      Calculation
       tab:
      Field
      Value
      Extract Year from Date Field
      First Day of Active Leave Balance Period or Leave Request
      Extract Month from Date Field
      First Day of Active Leave Balance Period or Leave Request
      Extract Day from Date Field
      First Day of Active Leave Balance Period or Leave Request
  2. Click
    OK
     and
    Create Another Calculation
     to create a calculated field that extracts the end date.
    1. Enter these values:
      Field
      Value
      Field Name
      Rolling Forward - End Date
      Business Object
      Leave Request Event
      Function
      Increment or Decrement Date
    2. Click
      OK
       and enter these values on the
      Calculation
       tab:
      Field
      Value
      Date Field
      Rolling Forward - Start Date
      Years to Add or Subtract
      1
      Days to Add or Subtract
      -1
    3. Click
      Done
      .
  3. Access the
    Edit Leave Type
     task and select the FMLA leave type.
  4. Select the
    Balance/Leave Taken
     tab and enter these values:
    Field
    Value
    Track Balance
    Select this check box.
    Balance Calendar Start Date
    Select the new
    Rolling Forward - Start Date
     calculated field.
    Balance Calendar End Date
    Select the new
    Rolling Forward - End Date
     calculated field.
    Unit of Time
    Days
Example results:
Rachel began her FMLA leave on 2021-07-01 and is using it intermittently to care for her spouse. Rachel asks for an update on how much leave she has left on 2021-08-01. You can use the
Leave Results for Worker
 report to find out how much leave she used between 2021-07-01 and 2021-08-01. Rachel has until 2022-08-01 to use her entire 12 weeks. So far, she only used 2 days, so she has 58 days left.