Setting Up Elapsed Time Service

Page Name	Definition Name	Usage
Service-Elapsed Time - Definition Page	PA_SVC_DEFINIT_TM	Set up basic information about your service definition.
Hours Requirement Page	PA_SVC_TIME_HRS	Set up hours thresholds that employees must meet before getting service credit for a computation period.
Status and Categories Page	PA_SVC_STATUS	Establish which employee action and reason codes turn service accrual off and which turn service accrual on.
Service Category Detail Page	PA_SVC_CAT_SEC	Set up category-specific rules, including action/reason effective date adjustments, future status code adjustments, and service limits (minimums and maximums).
Final Handling Page	PA_SVC_FINAL_RND	Set up any adjustments to the total service amount.

The action and reason dates for adding, adjusting, and rounding are processed before the action and reasons dates are blended. All other calculations are processed after the blending occurs.

Use the Service-Elapsed Time - Definition page page (PA_SVC_DEFINIT_TM) to set up basic information about your service definition. This includes a service period to be used in the elapsed time computation, any periods to exclude from service, and whether contributions are required.

Navigation:

Set Up HCM > Product Related > Pension > Components > Service-Elapsed Time > Definition

Field or Control	Description
Copy	This is a shortcut you can use to copy a similar definition. Establish the first definition, click the Copy button, enter a new name and description, and the system clones the original definition using the new name. You can then make whatever minor adjustments you need to the new definition. If you have to make major adjustments, consider creating the new definition from scratch instead of copying an existing definition.

Field or Control

Description

Copy

This is a shortcut you can use to copy a similar definition. Establish the first definition, click the Copy button, enter a new name and description, and the system clones the original definition using the new name. You can then make whatever minor adjustments you need to the new definition. If you have to make major adjustments, consider creating the new definition from scratch instead of copying an existing definition.

Service

Field or Control	Description
Service Type	When you access this page through the Service-Elapsed Time component, the type is always Elapsed Time. When you access this page through the Service-Hours Counting component, the type is always Hours Counting. When you access this page through the Service-Hours Equivalence component, the type is always Hours Equivalence.

Field or Control

Description

Service Type

When you access this page through the Service-Elapsed Time component, the type is always Elapsed Time.

When you access this page through the Service-Hours Counting component, the type is always Hours Counting.

When you access this page through the Service-Hours Equivalence component, the type is always Hours Equivalence.

Computation Period

Field or Control	Description
Period	An elapsed time service definition specifies how to measure the duration between two dates, typically the hire date and the event date. When Pension Administration calculates elapsed time, however, this time is broken into computation periods. Total elapsed time is then the sum of the service credit for each period. Select one of the following period types: Calendar Month: If you select this period, service is expressed in years. For example, an employee can get .083333 years of service in a month (1/12 year). Anniversary Year: If you select this period, the anniversary year begins on the employee's date of hire. For other computation periods, an employee's first period is typically a short period. Calendar Year or Plan Year: If you select one of these periods, you can give employees the benefit of a full-year first period by selecting First Period is Anniv Year. Then, your adjusted first period overlaps with the second period, as shown below. This diagram shows the unadjusted first period and the adjusted first period when your computation period is Calendar Year or Plan Year and you select the First Period is Anniv Year check box. The unadjusted first period ends when the second period starts, but the adjusted first period overlaps continues into the second period. Note: Under this option, the employee receives double service credit for the period of time that falls in both the first and second periods.

Field or Control

Description

Period

An elapsed time service definition specifies how to measure the duration between two dates, typically the hire date and the event date. When Pension Administration calculates elapsed time, however, this time is broken into computation periods. Total elapsed time is then the sum of the service credit for each period.

Select one of the following period types:

Calendar Month: If you select this period, service is expressed in years. For example, an employee can get .083333 years of service in a month (1/12 year).
Anniversary Year: If you select this period, the anniversary year begins on the employee's date of hire. For other computation periods, an employee's first period is typically a short period.
Calendar Year or Plan Year: If you select one of these periods, you can give employees the benefit of a full-year first period by selecting First Period is Anniv Year. Then, your adjusted first period overlaps with the second period, as shown below.

This diagram shows the unadjusted first period and the adjusted first period when your computation period is Calendar Year or Plan Year and you select the First Period is Anniv Year check box. The unadjusted first period ends when the second period starts, but the adjusted first period overlaps continues into the second period.

Note: Under this option, the employee receives double service credit for the period of time that falls in both the first and second periods.

Exclude Service Prior to and Exclude Service After

Field or Control	Description
Date and Alias	If you want to exclude service before or after a particular time, such as the participation date, enter a constant date or alias in the Exclude Service Prior to and Exclude Service After group boxes.

Contributions

Field or Control	Description
Required for Service	Select this check box if employees must contribute to the plan in order to receive service credit.
Contribution Name	Enter the name of the employee accounts function result that keeps track of employee contributions. The employee accounts function creates a period-by-period history. If an employee makes contributions at any time during a period, the service function grants the employee service for that period. Note: The best practice is to use an employee accounts period identical to or shorter than the service computation period in order to more accurately align employee contributions to service periods.

Field or Control

Description

Required for Service

Select this check box if employees must contribute to the plan in order to receive service credit.

Contribution Name

Enter the name of the employee accounts function result that keeps track of employee contributions.

The employee accounts function creates a period-by-period history. If an employee makes contributions at any time during a period, the service function grants the employee service for that period.

Note: The best practice is to use an employee accounts period identical to or shorter than the service computation period in order to more accurately align employee contributions to service periods.

Elapsed Time Rule

Field or Control	Description
Duration Option	Elapsed time methods calculate the difference between two dates. You need to select the date math method for your service calculation result. Enter the name of the method you set up.

Use the Hours Requirement page (PA_SVC_TIME_HRS) to set up hours thresholds that employees must meet before getting service credit for a computation period. For example, if your computation period is a calendar year, you can require employees to have at least 500 hours of service within a year before getting service credit.

Navigation:

Set Up HCM > Product Related > Pension > Components > Service-Elapsed Time > Hours Requirement

Hour/Time Requirement

Field or Control	Description
Hours/Time - Time Dependent and Hours/Time - No dependencies	Select Hours/Time - Time Dependent if the service requirement depends on the participant meeting an hours threshold. Select Hours/Time - No dependencies it service credit is not dependent on an hours requirement. If you select this option, you can make no further entries on this page.
Hours Consolidation	This directs the system to the appropriate hours history for determining whether an employee meets the threshold requirements.
Projection Method	This provides instructions for projecting hours, if necessary.

Field or Control

Description

Hours/Time - Time Dependent and Hours/Time - No dependencies

Select Hours/Time - Time Dependent if the service requirement depends on the participant meeting an hours threshold.

Select Hours/Time - No dependencies it service credit is not dependent on an hours requirement. If you select this option, you can make no further entries on this page.

Hours Consolidation

This directs the system to the appropriate hours history for determining whether an employee meets the threshold requirements.

Projection Method

This provides instructions for projecting hours, if necessary.

Hours Required Completed to Award Service

Field or Control	Description
Hours Required	Enter the number of hours that an employee must work before getting service credit.

Use the Status and Categories page (PA_SVC_STATUS) to establish which employee action and reason codes turn service accrual off and which turn service accrual on.

Note: This page is used when defining elapsed time service, hours counting service, and hours equivalence service.

Navigation:

Set Up HCM > Product Related > Pension > Components > Service-Elapsed Time > Status and Categories
Set Up HCM > Product Related > Pension > Components > Service-Hours Counting > Status and Categories
Set Up HCM > Product Related > Pension > Components > Service-Hours Equivalence > Status and Categories

Service-Elapsed Time - Status and Categories page

Future Status (Status Adjustment Order)

An employee's HR status determines whether or not the employee accrues service. Status changes are reflected in the employee's action and reason history in the PeopleSoft Human Resources job records: hires, leaves, returns from leave, terminations, and any other action and reason codes you choose.

Sometimes you need to adjust the effective date of a status change. For example, if your plan gives service credit for the first 30 days of a leave, you need to indicate that the effective date of the leave must be adjusted by 30 days before service accrual ends. Further, you can indicate that this adjustment only occurs if the employee returns to work within a year.

Because you can make multiple adjustments to the effective date of a status change, you need to indicate the order in which adjustments are made. For example, you can indicate whether to round a date before or after adding time.

Note: You use the Service Category Detail page to add time to the effective date or to set up adjustments based on future status codes; you enter the rounding method on this page.

Field or Control	Description
Future Status, Date Round, and Add Time to Date	To indicate the order in which the system should apply the adjustments, enter 1, 2, and 3 next to the three adjustment types. Add Time to Date has no effect for hours counting service. Note: If an adjustment causes a date to overlap with the date of another status code, then calculations fail.

Field or Control

Description

Future Status, Date Round, and Add Time to Date

To indicate the order in which the system should apply the adjustments, enter 1, 2, and 3 next to the three adjustment types.

Add Time to Date has no effect for hours counting service.

Note: If an adjustment causes a date to overlap with the date of another status code, then calculations fail.

Service Categories

Field or Control	Description
Include	Select this option if actions in the category start an include service segment. If the actions in the category start an exclude service segment, leave that option deselected. Actions not specifically included in any of the categories on this page do not affect service status. Warning! Be sure to include both events that start and stop service. For example, if you stop service for a leave, be sure to start service for a return from leave.
Category Type	Set one of the following category types: Hire Category, Termination Category, or Other. The system uses this information when you set up adjustments that add time to a period. You specify whether the adjustments apply to hire periods, termination periods, or all periods.
Category Name	In the Service Categories grid, select each HR action and reason category name that the service definition needs to look for. This includes reasons for starting include service segments and for starting exclude service segments.
Date Round Option	If you round the effective dates within a category of action and reason events, enter the rounding method next to the category. For example, you might round all hire and rehire dates to the first of the month.
	Click the Category Details icon to access the Service Category Detail page, where you set up category-specific rules, including action/reason effective date adjustments, future status code adjustments, and service limits (minimums and maximums).

Use the Service Category Detail page (PA_SVC_CAT_SEC) to set up category-specific rules in service definitions. These rules can include action/reason effective date adjustments, future status code adjustments, and service limits (minimums and maximums).

Navigation:

Click the Category Details icon on the Status and Categories page.

Add Period Rule

Sometimes you may want to delay the effective date of an action and reason event. For example, if your employee can continue to accrue service for the first month of a leave, you need to adjust the effective date of any leave action by adding a month. Use the Service - Elapsed Time - Add Periods Rules page to add time periods to action and reason effective dates.

Field or Control	Description
Record Impacted	Indicate which instances of a new status receive the adjustment by selecting one of the following: No Records Impacted, All, All But First, All But First and Last, All But Last, First Only, or Last Only, When you add time to an action and reason effective date, you give additional service or break-in-service time by delaying the impact of the change. You may not want to do this for each occurrence of an event. For example, you could grant the 30-day leave of absence adjustment only for the first leave and not adjust any subsequent leaves. If you selectNo Records Impacted, you can make no further entries in this group box.
Adjustment Rule	Select Specify Periods to Add to use the fields on this page to define the adjustment rules. Select User Code to perform adjustments using your own custom code. If you selectUser Code, you can make no further entries in this group box.
Periods to Add, Period Count Alias, and Period Units	In the Period Units field, select Days, Weeks, Months, or Years. Then enter either a fixed number of days, weeks, months, or years to add, or enter an alias that provides that number.

Field or Control

Description

Record Impacted

Indicate which instances of a new status receive the adjustment by selecting one of the following: No Records Impacted, All, All But First, All But First and Last, All But Last, First Only, or Last Only,

When you add time to an action and reason effective date, you give additional service or break-in-service time by delaying the impact of the change. You may not want to do this for each occurrence of an event. For example, you could grant the 30-day leave of absence adjustment only for the first leave and not adjust any subsequent leaves.

If you selectNo Records Impacted, you can make no further entries in this group box.

Adjustment Rule

Select Specify Periods to Add to use the fields on this page to define the adjustment rules.

Select User Code to perform adjustments using your own custom code. If you selectUser Code, you can make no further entries in this group box.

Periods to Add, Period Count Alias, and Period Units

In the Period Units field, select Days, Weeks, Months, or Years. Then enter either a fixed number of days, weeks, months, or years to add, or enter an alias that provides that number.

Future Status Code Adjustments

The way you treat service for a particular HR status may depend on an employee's subsequent status. For example, employees on leave might accrue service only if they later return to work. You can choose to adjust a current event, based on a future event—or you can adjust a future event, based on a second future event.

Field or Control	Description
Adjustment Type	For each adjustment, select one of the following types: Add to Current Action/Reason Select this option to delay an effective date, based on other events occurring within defined periods of time afterward. For example, you can direct the system to adjust the effective date of a leave of absence by one month (to grant one month of extra service) only if an employee returns within one year. Use the fields in the Condition group box to indicate the conditions under which to make the adjustment. Use the fields in the Reaction group box (which appears when you select this adjustment type) to indicate the number of Days, Weeks, Months, or Years to add to the effective date of the current action/reason. Select User Code to use your own custom code to calculate the adjustment. Ignore Current Action/Reason: Select this option to ignore the original HR status change, based on other events occurring within defined periods of time afterward. For example, you can choose to ignore a leave of absence if an employee returns within one month. Use the fields in the Condition group box to indicate the conditions under which to ignore the current action/reason. Ignore Future Action/Reason: Select this option to ignore subsequent status changes if a specific event occurs within a defined period of time from the original status change. For example, if you terminate an employee on leave, but rehire that employee within a year of the original leave date, you can ignore the termination so that it appears that the employee was on leave the entire time. Use the fields in the Condition group box to indicate the conditions under which to ignore the current action/reason. Use the fields in the Ignore Future Action/Reason group box (which appears when you select this adjustment type) to select the action and reason to be ignored. Insert: Select this option to insert an action and reason event, based on another event's not occurring within a defined period of time afterward. For example, when a leave action occurs, you might insert a termination action if a return from leave does not occur within one year of the leave. Use the fields in the Condition group box to indicate the conditions under which to ignore the current action/reason. Use the fields in the Insert Action/Reason group box (which appears when you select this adjustment type) to indicate the future event to be inserted. The future event is inserted on the same day as the initial action—in the example, on the same date that the leave started.
If Action, Reason, Occurs Within, and Does Not Occur Within	Indicate the action and reason codes of the future event in the If Action and Reason fields. In the Occurs Within fields, enter a numeric value and then select Days, Months, Years, Weeks, or User Code to indicate how far in the future to look for the action and reason codes. Note: If the Adjustment Type is Insert, the condition is that the action/reason does not occur within the given time period. For all other adjustment types, the condition is that the action reason does occur within the given time period.

Field or Control

Description

Adjustment Type

For each adjustment, select one of the following types:

Add to Current Action/Reason Select this option to delay an effective date, based on other events occurring within defined periods of time afterward. For example, you can direct the system to adjust the effective date of a leave of absence by one month (to grant one month of extra service) only if an employee returns within one year.
Use the fields in the Condition group box to indicate the conditions under which to make the adjustment.

Use the fields in the Reaction group box (which appears when you select this adjustment type) to indicate the number of Days, Weeks, Months, or Years to add to the effective date of the current action/reason. Select User Code to use your own custom code to calculate the adjustment.
Ignore Current Action/Reason: Select this option to ignore the original HR status change, based on other events occurring within defined periods of time afterward. For example, you can choose to ignore a leave of absence if an employee returns within one month.
Use the fields in the Condition group box to indicate the conditions under which to ignore the current action/reason.
Ignore Future Action/Reason: Select this option to ignore subsequent status changes if a specific event occurs within a defined period of time from the original status change. For example, if you terminate an employee on leave, but rehire that employee within a year of the original leave date, you can ignore the termination so that it appears that the employee was on leave the entire time.
Use the fields in the Condition group box to indicate the conditions under which to ignore the current action/reason.

Use the fields in the Ignore Future Action/Reason group box (which appears when you select this adjustment type) to select the action and reason to be ignored.
Insert: Select this option to insert an action and reason event, based on another event's not occurring within a defined period of time afterward. For example, when a leave action occurs, you might insert a termination action if a return from leave does not occur within one year of the leave.

Use the fields in the Condition group box to indicate the conditions under which to ignore the current action/reason.

Use the fields in the Insert Action/Reason group box (which appears when you select this adjustment type) to indicate the future event to be inserted. The future event is inserted on the same day as the initial action—in the example, on the same date that the leave started.

If Action, Reason, Occurs Within, and Does Not Occur Within

Indicate the action and reason codes of the future event in the If Action and Reason fields.

In the Occurs Within fields, enter a numeric value and then select Days, Months, Years, Weeks, or User Code to indicate how far in the future to look for the action and reason codes.

Note: If the Adjustment Type is Insert, the condition is that the action/reason does not occur within the given time period. For all other adjustment types, the condition is that the action reason does occur within the given time period.

Limit

The service function breaks computation periods into segments, based on HR status changes. For example, within a single year-long computation period, an employee might have a ten-month segment of active employment and a two-month segment of leave.

Some HR statuses might have associated minimum or maximum service accruals. For example, employees may be limited to a maximum of one year of service accrual while on leave. You need to set these limits.

Field or Control	Description
Limit Type and Service Limit	In the Limit Type field, Indicate whether there is a limit on the service accrued for an employee who has the include status category by selecting No Limit, Minimum, or Maximum. If you select Minimum or Maximum, enter the minimum or maximum amount of service credit in the Service Limit field.

Field or Control

Description

Limit Type and Service Limit

In the Limit Type field, Indicate whether there is a limit on the service accrued for an employee who has the include status category by selecting No Limit, Minimum, or Maximum.

If you select Minimum or Maximum, enter the minimum or maximum amount of service credit in the Service Limit field.

Examples of Adjustments

This table provides examples of adding time to the effective date of a status change

Actual Action	Actual Date	Adjusted Date
Hire	January 1, 1994	n/a
Leave	July 1, 1998	August 1, 1998
Return from leave	May 1, 1999	n/a
Terminate	December 31, 2000	n/a

This table provides examples of ignoring current status changes

Actual History	Adjusted History
Hire: January 1, 1994	Hire: January 1, 1994
Leave: July 1, 1998	n/a
Return from leave: July 15, 1998	Return from leave: July 15, 1998
Terminate: December 31, 2000	Terminate: December 31, 2000

This table provides examples of ignoring future status changes

Actual History	Adjusted History
Hire: January 1, 1994	Hire: January 1, 1994
Leave: July 1, 1998	Leave: July 1, 1998
Terminate: July 15, 1998	n/a
Rehire December 31, 1998	Rehire: December 31, 1998

This table provides examples of inserting an additional status change

Actual History	Adjusted History
Hire: January 1, 1994	Hire: January 1, 1994
Leave: July 1, 1998	Leave: July 1, 1998
n/a	Terminate: July 1, 1998

Use the Final Handling page (PA_SVC_FINAL_RND) to set up any adjustments to the total service amount. Total service amounts adjustments apply to an employee's lifetime service total, not to the periodic totals generated for each service period.

Navigation:

Set Up HCM > Product Related > Pension > Components > Service Elapsed Time > Final Handling
Set Up HCM > Product Related > Pension > Components > Service-Hours Counting > Final Handling
Set Up HCM > Product Related > Pension > Components > Service-Hours Equivalence > Final Handling

Service-Elapsed Time - Final Handling page

Result Units

Field or Control	Description
Final Service Result Units	Select either Months or Years.

Final Adjustment

Field or Control	Description
Final Adjustment and or Alias	To add service from an employee's otherwise final service, enter an adjustment amount in the Final Adjustment field. You can add either a constant amount or an alias.
Subtract Service Amount and or Alias	To subtract service from an employee's otherwise final service, enter an adjustment amount in the Subtract Service Amount field. You can subtract either a constant amount or an alias.

Final Limit

Field or Control	Description
Minimum Service Amount and Maximum Service Amount	To limit an employee's otherwise final service to a specified minimum or maximum, enter the limit in the Minimum Service Amount or Maximum Service Amount field. You can enter either constant amounts or aliases.

Setting Up Elapsed Time Service

Pages Used to Set Up Elapsed Time

Understanding Counting Service for Multiple Jobs

Service-Elapsed Time - Definition Page

Service

Computation Period

Exclude Service Prior to and Exclude Service After

Contributions

Elapsed Time Rule

Hours Requirement Page

Hour/Time Requirement

Hours Required Completed to Award Service

Status and Categories Page

Future Status (Status Adjustment Order)

Service Categories

Service Category Detail Page

Add Period Rule

Future Status Code Adjustments

Limit

Examples of Adjustments

Final Handling Page

Result Units

Final Adjustment

Final Limit