Adjusting and Overriding Entitlement Balances

You can adjust or override a payee's entitlement balance in several ways.

Page Name

Definition Name

Usage

Absences Page

GP_PI_MNL_AE

Adjust a payee's frequency-based entitlement for a single calendar period.

Before you can enter an adjustment, you must set up the corresponding absence calendar.

Assign Entitlements and Takes Page

GP_ABS_OVRD

Redefine a frequency-based entitlement rule for a payee for a specified period of time. Specify whether a take or frequency-based entitlement element is processed for a payee.

Use the Absences page (GP_PI_MNL_AE) to adjust a payee's frequency-based entitlement for a single calendar period.

Before you can enter an adjustment, you must set up the corresponding absence calendar.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Adjust Balances > Absences

This example illustrates the fields and controls on the Absences page.

Absences page

The Absence Entitlement process follows the instructions you enter on this page.

Note: You can also enter one time adjustments to a per-absence entitlement when entering an absence event.

Note: You cannot adjust or delete entitlement elements inserted through the Leave Donations process on this page. Use the Adjust Leave Program Balances page to adjust leave donation balances.

Balance Adjustments

Enter each adjustment that applies to this payee for the selected absence calendar. You cannot enter more than one adjustment for the same element.

Field or Control

Description

Element Name

Select the entitlement element for which you want to enter an adjustment. The prompt table displays only frequency-based entitlement elements that are defined for positive input overrides on the Element Name page.

Balance Adjustment

Enter the adjustment units. You can enter a positive or negative number. The amount is added to or subtracted from the beginning entitlement balance when you run the Entitlement process. Generation control for the adjustment is ignored.

Begin Date and End Date

These dates determine in which segment the adjustment is made, if the calendar period is segmented.

  • If you leave the Begin Date field blank, the system assumes that the date is the same as the Begin Date on the Calendar - Definition page. The system does not use the begin date for processing.

  • If the End Date differs from the Calendar End Date, and the calendar period is segmented, the end date determines the segment or slice to which the adjustment is assigned.

Use the Assign Entitlements and Takes page (GP_ABS_OVRD) to redefine a frequency-based entitlement rule for a payee for a specified period of time.

Specify whether a take or frequency-based entitlement element is processed for a payee.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Maintain Absences > Assign Entitlements and Takes

This example illustrates the fields and controls on the Assign Entitlements and Takes page.

Assign Entitlements and Takes page

To override a per-absence entitlement rule, use the Absence Event Entry page.

Note: To override an entitlement or take element, the Payee override option must be selected on the Element Name (GP_PIN) page.

Field or Control

Description

As of Date

This date tells the system which effective-dated row to be used when retrieving the data. By default, system date is populated here.

On clicking the Refresh button, the rows that have ‘Begin Date’ less than the selected ‘As of Date’ are displayed.

Note: You can also make adjustment of entitlement for prior date when entitlement was active but currently inactive. For example enter As Of Date – 01/01/2016 and select the required Element name. You can view the element, even if it is inactive as of current date.

Elements

Field or Control

Description

Element Type

Specify the type of element to override: Absence Entitlement or Absence Take.

Element Name

Select the name of the element to override. Only elements that allow payee overrides are listed; the system does not check payee eligibility.

If you selected Absence Entitlement as the entry type, you can select a frequency-based entitlement element only.

Active

Selected by default. Deselect if you don't want the system to resolve this absence element for the payee.

Begin Date and End Date

Enter the date that the override instructions become effective and the last date to which the override instructions apply.

Unit Element

Field or Control

Description

Unit Element Type

To change the supporting element that is used to calculate the entitlement units, select Accumulator, Bracket, Formula, Numeric, Payee Level, System Element, or Variable.

If you select Numeric, enter the value in the Entitlement Unit field.

For all other element types, select the element name in the Element Name - Unit field.

Frequency and Frequency ID

Specify the frequency for the system to apply when granting the entitlement. Values are Pay Period and Other.

If you select Other, select the frequency in the Frequency ID field; for example, Monthly.

Generation Control

Field or Control

Description

Generation Control Option

You can override the generation control condition that is defined for the take or entitlement element on the Element Name page. You can enter instructions here even if you didn't specify generation control details at the element level. Values are:

None: System ignores the generation controls that you originally defined at the calculation rule level.

Specify: Enter a generation control value in the field to the right.

Element (the default): System uses the generation control that was defined when the element was set up.