Example: Set Up State Sick Leave
In your state, employees accrue 1 hour of sick leave for every 30 hours worked, up to 48 hours per year. Accrued balance isn't available until 90th day of employment.
Unused balance can carry over in full to the next time period. Employers can set a limit of up to 24 hours of paid sick time per year.
These domains in the Time Off and Leave functional area:
- Set Up: Time Off (Calculations - Absence Specific)
- Worker Data: Time Off (Time Off Balances)
- Create calculations.
- Access theCreate Arithmetic Calculationtask.
- Enter this information:OptionValueNameScheduled Weekly Hours as of PE Date/ 30CategoryAbsence1st OperandJob Weekly Scheduled Hours (as of Period End Date)OperatorDivide2nd Operand30
- ClickOK, then clickDone.
- Access theCreate Date Increment/ Decrement Calculationtask.
- Enter this information:OptionValueNameContinuous Service Date + 90 daysCategoryAbsenceStart DateWorker Continuous Service DateDay90
- ClickOK, then clickDone.
- Access theCreate Value Comparison Calculationtask.
- Enter this information:OptionValueNamePeriod Start Date >= Continuous Service Date + 90 daysCategoryAbsence1st OperandPeriod: Period Start DateOperatorgreater than or equal to2nd OperandContinuous Service Date + 90 days
- ClickOK, then clickDone.
- Create a time off.
- Access theCreate Time Offtask.
- Enter this information:OptionValueNameState Sick Leave Time OffCodeEnter an identification code for your time off.Time Off TypeSick (Hours)Adjustments AllowedEnable adjustments.Entry OptionSpecify whether workers can enter requests for this time off through Time Tracking, Absence Management, or both.
- ClickOK.
- Create an accrual.
- Access theCreate Accrualtask.
- Enter this information:OptionValueNameState Sick Leave AccrualCodeEnter an identification code for your accrual.CalculationScheduled Weekly Hours as of PE Date/ 30
- Select theTime Off Plan Overridestab.Enter this information:OptionValue~Worker~ Eligibility OverridePeriod Start Date >= Continuous Service Date + 90 daysValue48
- ClickOK.
- Create a time off plan.
- Access theCreate Time Off Plantask.
- Enter this information:OptionValueNameState Sick Leave Time Off PlanTrack BalanceEnable balance tracking.Balance PeriodYTD- Current Calendar Year (based on Period End Date)Period ScheduleWeekly (Mon-Sun)Unit of TimeHoursEffective DateEnter a date for this plan to be available for your workers.
- On theBalancetab, enter:OptionValueBalance VisibilityNever show balanceCalendar DisplayPlanOverrides AllowedEnable overrides.DateBalance Period Start Date
- On theCalculationtab, enter:OptionValueAccrual Frequency Method for Time Off PlanEnd of PeriodTime Off Plan Balance Lower Limit0Daily Quantity DefaultWorker Work Schedule Calendar: Workday hours for date (based on As of Date) no roundingDays to IncludeAll Days
- On theAccrualtab, selectState Sick Leave Accrualon theAdds to Balancefield.
- On theEligibilitytab, specify that the time off plan is available for all workers in your state using theCountry / Country Regionfield.
- On theTime Offtab, add a row to the grid and selectState Sick Leave Time Offon theSubtracts from Balanceprompt.
- ClickOK.
- On theAccrualtab, selectState Sick Leave Accrualon theAdds to Balancefield.
- On theEligibilitytab, specify that the time off plan is available for all workers in your state using theCountry / Country Regionfield.
- On theTime Offtab, add a row to the grid and selectState Sick Leave Time Offon theSubtracts from Balanceprompt.
- ClickOK.
- Edit the accrual.
- Access theEdit Accrualtask and enterState Sick Leave Accrual.
- Select theTime Off Plan Overridestab.
- EnterState Sick Leave Time Off Planin theBased Onfield.
- ClickOK.
- Create a calculated field that counts the number of sick time hours.
- Access theCreate Calculated Fieldtask.
- Enter aField Name. Example:24 Hour Count.
- ForBusiness Object, selectTime Off Event.
- ForFunction, selectCount Related Instances.
- ClickOK.
- On theCalculationtab:
- ForRelated Field, selectTime Off Entry.
- ForCount, selectInstances where condition is true, and selectCreate Calculated Field.
- Enter aField Name. Example:24 Hour True/False.
- ForBusiness Object, selectTime Off Entry.
- ClickOK.
- On theCalculationtab, create this condition rule in theTrue/False Conditiongrid.FieldOperatorComparison TypeComparison ValueTime Off Amount in Balance Periodgreater thanValue specified in this filter24
- ClickOK.
- ClickOKandDone.
- Edit theRequest Time Offbusiness process to add a validation that limits paid sick time to 24 hours per year.
- Access theEdit Business Processtask and select your default or customRequest Time Offbusiness process definition.
- From the related actions menu of the initiation step, select .
- ClickOK.
- Add a row in theValidation Conditionsgrid and in theRulefield, selectCreate Condition Rule.
- ClickOK.
- In theDescriptionfield, enterIf 24-Hour Sick Time Off then Validate Request Time Off for Global Modern Services step a - initiation
- Add these condition rules:Source External Field or Condition RuleRelational OperatorComparison TypeComparison ValueTime Off Types for Time Off Eventany in the selection listValue specified in this filterSick (Hours)24 Hour Countgreater than or equal toValue specified in this filter1
- ClickOK.
Eligible employees can enter sick leave time off requests.