Creating an entitlement

https://help.myob.com/wiki/x/5wYNB

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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

Trigger date

In the Definition section, the Trigger Date dropdown lets you select when 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.

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.

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.

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.
1. In the Definition section, complete the fields.
2. In the Changes section, you can specify how much the entitlement will accrue per period. Click the plus icon () to add a new row.
3. Complete the fields for the new row.
4. In the Properties, Payslip, Termination treatment and Self Service sections, select the options that apply to this entitlement.
Click the Accrued from tab.
1. 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.
1. Complete the Valuation Method, Provisioning Method and Rate fields.
  
  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 ().

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.

Rules tab

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

Page tree

Creating an entitlement

Understanding entitlement options

Rules tab

Changes