Support

Submit a ticket My Tickets
Welcome
Login  Sign up

A new starter employee has too much allocated allowance

The pro-rata formula is designed for employees with an annual allowance. This does not affect accruals.


1. Make sure the employee has a start date defined on their user profile


Organization,  Employees,  Employee Profile tab 

Ensure Job Start Date field or Continuous Start Date field is completed 

Ensure the Leave Start Date drop-down points to the correct start date field (either Continuous or Job Start Date)

Save changes


2. Set a pro-rata formula on the leave profile


From Leave Admin select the relevant Leave Profile for the employee.


On the Main Details tab, set Pro Rate Formula field  This determines the amount of allowance allocated to an Employee in their first year of employment depending on the setting selected:

  • Disabled: The allowance will not be prorated, and the entire amount of entitlement will be allocated to the employee.
  • Months remaining from user start date: The allowance will be prorated based on the number of full months remaining from the employees start date until the end of the employees leave year.
  • Months remaining from user start date (inclusive): Same as above, but includes the partial month in which the employee starts.
  • Days remaining from user start date: The allowance will be prorated based on the number of days remaining from the employees start date until the end of the employees leave year.


Save changes 


3. Update employee allowance using allowance calculator to reflect new changes.


Fill in employee team and leave profile information 

Select Calculate Annual Entitlement 

on the top right of the screen then review any allowance updates which are shown in red 

Once you are happy with the proposed changes click Save


Please note that future employees create will have the correct allowance on creation.








Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.