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Administrator Guide
Last Updated: 2023-06-23
Example: Multiple Eligibility Adjustments Within a Period

Example: Multiple Eligibility Adjustments 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 Tony, who briefly goes part-time midperiod, and then returns to full-time. 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-monthly 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 12/11, you run the
    Change Job
     business process to convert Tony from a full-time to a part-time worker.
    Workday processes the change in eligibility by:
    • Adjusting his period accrual from full-time to part-time for the last 5 days in the period.
    • Automatically adjusting the accrual balance at either the Start of Period or End of Period.
  2. On 12/14, Tony goes back to full-time status and you run the
    Change Job
     business process again.
    Workday processes the change in eligibility by:
    • Adjusting his eligibility from part-time back to full-time for the last 2 days of the period.
    • Automatically adjusting the balance for the period 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: 12/11/17
Full-Time to Part Time
Full-Time to Part Time
Full-Time Accrual
8.0 hours = (12 hours / 15 days) * 10 days
8.0 hours = (12 hours / 15 days) * 10 days
Part-Time Accrual
2.0 hours = (6 hours /15 days) * 5 days
2.0 hours = (6 hours /15 days) * 5 days
Adjusted Period Balance (Sum of 2 Accruals)
10 hours = (8.0 hours + 2.0 hours)
10.0 hours = 8.0 hours + 2.0 hours
First Line adjustment on the
Automated Adjustments
 tab. (Adjusted Period Balance - Original Accrual)
-2.0 hours = (10.0 hours - 12 hours)
4.0 hours = (10.0 hours - 6 hours)
Eligibility Change 2: 12/14/17
Part-Time to Full-Time
Part-Time to Full-Time
Full-Time Accrual
8.0 hours = (12 hours / 15 days) * 10 days
8.0 hours = (12 hours / 15 days) * 10 days
Part-Time Accrual
1.2 hours = (6 hours / 15 days) * 3 days
1.2 hours = (6 hours / 15 days) * 3 days
Full-Time Accrual
1.6 hours = (12 hours / 15 days) * 2 days
1.6 hours = (12 hours / 15 days) * 2 days
Adjusted Period Balance (Sum of 3 Accruals)
10.8 hours = 8.0 hours + 1.2 hours + 1.6 hours
10.8 hours = 8.0 hours + 1.2 hours + 1.6 hours)
Second Line Adjustment on the
Automated Adjustments
 tab for
Start of Period
 (Adjusted Period Balance - First Adjusted Period Balance)
0.8 hours = 10.8 hours – 10.0 hours
N/A
Second Line Adjustment on the
Automated Adjustments
 tab for
End of Period
 (Adjusted Period Balance - (End of Period Accrual + First Line Adjustment))
N/A
-5.2 = 10.8 hours – (12 hours + 4.0 hours)