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On the Entitlements screen (MPPP3300), you can maintain details and calculations for entitlements. An entitlement can be leave, or any other type of entitlement you might owe to an employee.eeee Understanding entitlement options Before you create an entitlement, there are some options that are worth understanding in detail. Read on to learn about these options in the Rules tab UI Expand title Trigger date On In the Rules tab Definition section, the Trigger Date dropdown lets you choose select when the an entitlement starts to accrue. You can choose between Employee Start Date, Start of Calendar Year, Employee's Date of Birth or Custom. If you select Custom for the Trigger Date dropdown, you can enter a date in the second Trigger Date field. Image Added UI Expand title Lump sum In the Changes section, you can select the Lump Sum checkbox if you want an entitlement to accrue only at the end of a period. Image Modified UI Expand title Leave In the Properties section, when creating a leave entitlement, you need to select the Leave checkbox. This allows leave transactions to be included in the Entitlement History report, and lets you update the Entitlement Adjustments screen—if you need to. Image Added     UI Expand expanded true title To create an entitlement On the Entitlements screen (MPPP3300), click the plus icon () in the toolbar. Complete the Entitlement ID and Description fields. Select the Active checkbox. Click the Rules tab. In the Definition section, complete the fields. UI Text Box type note  If you select Custom for the Trigger Date dropdown, you can enter a date in the second Trigger Date field. Image Removed In the Changes section, you can specify how much the entitlement will accrue per period. Click the plus icon () to add a new row. Complete the fields for the new row. UI Text Box type note If you want the entitlement to accrue only at the end of a period, select the Lump Sum checkbox. Image Removed In the Properties, Payslip, Termination treatment and Self Service sections, select the options that apply to this entitlement. Click the Accrued from tab. In the Accrual base items section, select the pay items that apply when this entitlement is applied to employees that have their entitlement calculated by hours worked. Click the Valuation tab. Complete the Valuation Method, Provisioning Method and Rate fields. UI Text Box type note If you set the Provisioning Method to Actuals, you can also select the Auto adjust provisioned entitlement amount checkbox. If you select the checkbox, MYOB Advanced People automatically recognises a change in rate value, and re-values the entire provisioned amount when the current pay run is completed. On the toolbar, click the save icon (). UI Text Box type note You can't delete an entitlement after saving it. However, you can deselect the Active checkbox if you no longer need to use the entitlement. Understanding the entitlements screen When creating an entitlement, you need to enter information on the Rules, Accrued from, Membership and Valuation tabs. These tabs have a lot of different options, so read on to learn what they mean.     The Trigger Date dropdown lets you choose when the entitlement starts to accrue. You can choose between Employee Start Date, Start of Calendar Year, Employee's Date of Birth or Custom.   The Dollars and Units options let you select the valuation of the entitlement. UI Expand title Rules tab The Rules tab has multiple sections. Definition     Letter Page Item Item Description A Trigger Date   B D   C     D     UI Text Box type note If you select the Units option, you can choose whether the units are measured in Hours, Pieces or Days. The At Period End dropdown determines what payroll does with the entitlement's balance at the end of a period. In the Full Time Hours Per Year field, you can enter how many hours one of your full-time employees works in a year. Changes The Changes section lets you specify how much an entitlement will accrue per period. The Time period after trigger date column lets you choose For example, In this example the entitlement is accrued from the employee start date so the time period after trigger date will be 0. Ie it is zero time after the employee start date. The period duration is 12 and you are going to define the period as Months. The entitlement is 152 units or hours over the 12month period If you require the entitlement to be accrued only at the end of the period, then the lump sum check box should be ticked. If this is not ticked then the entitlement will accrue pro rata each pay over the period

Rules tab - Changes

Rules tab - Footer

This contains the elements of the entitlement that will change the way the entitlement works and is displayed 

The properties section has important options

If the entitlement is a leave entitlement, then this option must be ticked. This allows the leave transactions to be included in the Entitlement History report and Entitlement Adjustments to be updated if required

Selecting the option Entitlement may be paid/taken in advance allows leave to be taken in advance for employees when the leave taken is more than the balance of leave accrued

Should you wish to stop employees from accruing more leave per period than is specified in the changes section, the Cap Accrual per period option should be ticked

If the entitlement is Non Accruing, then the option Non Accruing Entitlement needs to be ticked. Eg Compassionate/Bereavement leave, study leave, unpaid leave. When this option is ticked the Entitlement may be paid/taken in advanced and the Cap accrual per period become read only. Also the Payslips options will be automatically disabled

The Payslip section controls how the entitlement will appear on the employee’s payslip. If you wish to include the entitlement’s either movements and/or accruals, then tick one or both of these options

The Termination treatment section is where the Termination wizard will look for entitlements that need to be paid out when an employee leaves the company. In this example we have selected to treat the AL entitlement as AL on termination

Accrued from tab

Membership tab

Valuation tab

The accrual provisioning settings is where the Provisional method and Rate is set. You can chose from Actuals or Estimate. Estimate allows you to select either a rate of a % of the employees gross earnings

The Auto Adjust provisioned entitlement amount is available if the Provisioning Method is set to Actuals If this option is ticked, the system will automatically recognise a change in rate value, and re-value the entire provisioned amount at the time of completing the current pay run.

Entitlement Pay Items

How do I create a pay item in Advanced People

Once the entitlements have been setup, Pay Items to record the entitlement accruals and payments are required

Open the Pay Items form (MPPP2210) and add a new Pay Item. In the example below see how the link is made to the Compassionate Leave Entitlement in the Attributes section on the Calculation Method tab