Appogee Leave can be configured to allocate leave allowance to employees in a number of different ways to accommodate the varying requirements to satisfy our global user base.


Entitlement settings are configured on an employee’s Leave Profile.  As Appogee Leave supports any number of Leave Profiles, it is possible to support multiple configurations within the same organization.  Details on setting up and configuing Leave profiles is covered in this article:

https://help.appogeehr.com/support/solutions/articles/22000167966-creating-editing-leave-profiles#entitlement


Allowances can be fixed annually (Annual), accrue over time (Accrual), or both a fixed element and an element which accrues over time, which we refer to as "Both". An example of this latter case occurs in France where there is a fixed annual allowance plus an amount that accrues over time to allow for RTT.


In all cases, each Employee has an Allowance which represents the employee’s entitlement for a given leave year.



Prorated Allowances



Appogee Leave can pro-rate an employee’s fixed allowance (or fixed element) based on their start date. For example, if the current leave year is 1st Jan 2015 - 31 Dec 2015, and an employee started on 3rd April 2015, then the allowance can be pro-rated such that a proportioned about of allowance is allocated to that employee.


** Note that this has no effect on accrued leave since leave automatically starts accruing on the first applicable date after the employee start date.


Pro-rated allowances are disabled by default, but can be enabled in 1 of 3 different configurations:


  • Monthly

    • The Allowance will be calculated based on the number of full months remaining.

      •  In our above example, the employee starts on 3rd April, so the number of full months remaining in the leave year span from May until December, which is 8. Therefore, the amount of allowance will 8/12 of the configured amount of hours - note that Appogee Leave always computes entitlements in hours even if they are input or presented in days.

  • Monthly (Inclusive)

    • Allowance will be calculated based on the number of months remaining, inclusive of the month in which the employee starts. 

      • In our above example, the employee starts on 3rd April, so the number of inclusive months remaining in the leave year span from April until December, which is 9. Therefore, the amount of allowance will 9/12 of the configured amount of hours.

  • Days

    • Allowance will be calculated based on the number of days remaining. 

      • In our above example, the employee starts on 3rd April, so the number of days remaining in the leave year span from 3rd April until 31st December, which is 272. Therefore, the amount of allowance will 272/356 of the configured amount of hours.


Length of Service based Allowances


Appogee Leave can be configured to automatically provide an increased allowance based on the length of time an employee has been employed. This is generally referred to as Length of Service. These are specified under Options on the Leave Profile, and introduce additional tabs for each Length of Service boundary.  


See a separate article on Length of Service for additional details here https://appogeehr.freshdesk.com/solution/articles/22000122270-appogee-leave-length-of-service


Length of Service can be configured for any number of years, it can be configured for annual, accrued or both annual and accrued Allowances. The annual element can also be pro-rated.


Pro-rating Length of Service entitlement

Appogee Leave can also pro-rate entitlement based on Length of Service. This is different to the pro rata settings applied to an employee’s first year in service. For example, if the current leave year is 1st Jan 2016 - 31 Dec 2016, and an employee starts on 3rd April 2015, and length of service has been configured such that an employee is entitled to 150 hours leave in year 1, and 160 hours leave in year 2, then the allowance can be pro-rated such that a proportioned about of allowance is allocated to each employee on their 1st year anniversary.



Changes made to the entitlement settings on the leave profile will not affect the employee's allowance until the allowance calculator is used. The Allowance Calculator is also used to prorate an employee's allowance.


For further information regarding allowance entitlement, please see here.