| Use this action to create allowance entries with values according to the time unit of the current vacation period.
Note: The
Available Prev. Period value in the time unit of the previous vacation period may differ from the time unit of the current vacation period.
This action updates the
Total Allowance, Cur. Period field in the Employee Yearly Allowance sub-tab in order to prepare allowance adjustments for the listed employees.
Example A:
If the vacation period setup provides 25.0 days as Default Allowance, Days and a particular employee has 8.0 hour working days all week, then this action adds a value of 200.0 hours in this employee's
Total Allowance, Cur. Period field.
If you have allowed the use of negative absence balance, the system takes the previous period's negative absence balance into account when calculating the value in the
Total Allowance, Cur. Period field.
Example B:
Similar to the example above, an employee is given 200.0 hours in the
Total Allowance, Cur. Period field. However, the employee also has a negative absence balance of ‑8.0 hours in the previous period. When theInclude Previous Period Negative Absence Balance check box is selected in this action's wizard, the system calculates the value of the
Total Allowance, Cur. Period to be only 192.0 hours for this employee.
Note that an adjustment may ask for less allowance than already granted (even down to the employee having zero allowance after the approval).
If the
Total Allowance, Cur. Period field was updated to less allowance than previously approved, then a negative allowance entry was created awaiting submission and approval.
When taking the previous period's negative absence balance into account, the total adjustment may attempt to go below zero allowance. A message is displayed to explain this and will carry through an adjustment only to zero allowance for the employee.
Example:
The employee has a negative absence balance of ‑8.0 hours in the previous period and already has 10.0 hours of allowance approved in the current period.
A batch adjustment asking to go to 7.0 hours and
including the negative absence balance is a total adjustment of -11.0. When this is calculated by the system, a notification displays to state that the total adjustment to zero will not fully include the previous period negative absence balance.
Based on this example, it is not recommended to make batch adjustments including the previous period's negative absence balance after other allowance has been granted for the current period.
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