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Administrator Guide
Last Updated: 2023-06-23
Example: Single Eligibility Adjustment Within a Period

Example: Single Eligibility Adjustment Within a Period

At Global Modern Services in the United States, full-time employees have a vacation accrual of 12 hours each 2-week period. Otherwise, they have an accrual of 6 hours each period. This example displays in-period adjustments for Alex, who goes part-time midperiod. We compare the adjustments for the accrual with both Start of Period or End of Period accrual frequency methods.
As the absence administrator, you've added the Automated Accrual Adjustment service to the
Change Job
 business process to enable Based-on-As-of-Date accruals. You've also configured a semi-monthy time off plan and an accrual with these settings:
  • The Accrual Period is 12/1/17 - 12/15/17.
  • Semi-Monthly (Worker Based) Time Off Plan >
    Type
    :
    Hours
  • Semi-Monthly (Worker Based) Accrual:
    • Calculation
       Tab:
      • Calculation
        : Accrual = 12 when Time Type is Full Time, otherwise Accrual = 6
      • Adjustments/Overrides Allowed
        : Selected
      • Options
        :
        Based on As of Date
      • Schedule
         is blank
    • Time Off Plan Overrides
       Tab:
      • Accrual Frequency Method
        :
        Start of Period
         or
        End of Period
  1. On 12/14, you run the
    Change Job
     business process to convert Alex from a full-time to a part-time worker.
  2. Workday processes the change in eligibility by:
    • Adjusting the period accrual from full-time to part-time for the last 2 days in the period.
    • Automatically adjusting the accrual balance at either the Start of Period or End of Period.
Activity
Accrual Frequency Method: Start of Period
Accrual Frequency Method: End of Period
Eligibility Change 1: 12/14/17
Full-Time to Part-Time
Full-Time to Part Time
Full-Time Accrual
10.4 hours = (12 hrs / 15 days) * 13 days
10.4 hours = (12 hrs / 15 days) * 13 days
Part-Time Accrual
0.8 hours = (6 hrs /15 days) * 2 days
0.8 hours = (6 hours / 15 days) * 2 days
Adjusted Period Balance (Sum of 2 Accruals)
11.2 hours = 10.4 hours + 0.8 hours
11.2 hours = 10.4 hours + 0.8 hours
First Line adjustment on the
Automated Adjustments
 tabs for Period (Adjusted Period Balance - Original Accrual)
-0.8 hours = 11.2 hours -12 hours
5.2 hours = 11.2 hours - 6 hours