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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.
- On the Entitlements screen (MPPP3300), click the plus icon (
) in the toolbar. - Complete the Entitlement ID and Description fields.
Select the Active checkbox.
Enter the relevant information on the Rules, Accrued from, Membership and Valuation tabs.
Click the save icon (
).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 Rules tab has multiple different sections.
Definition
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.
If you select Custom for the Trigger Date dropdown, you can enter a date in the second Trigger Date field.
The Dollars and Units options let you select the valuation of the entitlement.
If you select the Units option, you can choose whether the units are measured in Hours, Pieces or Days.
The At Period End dropdown lets you choose what payroll will do with the entitlement's balance at the end of a period.
- In the Full Time Hours Per Year field, you 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
The Self Service section contains settings that affect how the entitlement appears on the Self Service module
Accrued from tab
This tab is where you tell the program which Pay Items needs to be taken into consideration when this entitlement is applied to employees that have their entitlement calculated by hours worked
Membership tab
The membership tab is updated once Employees have this entitlement on their Standard Pay
Valuation tab
This is where you tell the program how you want the units of the entitlement to be valued. Eg, In AU for Leave Accruals, the valuation is usually at the current standard rate of the employee. There are additional options of the Specific pay rate and Custom rate to chose from
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