Overview
Certain Leave Types within Talexio can be calculated pro rata. This article explains how to set the Leave Type to pro rate the entitlement and how it is calculated.
Permissions
The following permissions are required to complete the actions mentioned in this article.
- Manage Leave Types - This Permission is required globally to be able to amend the Leave Type settings
Setting a Leave Type to Pro Rata
Leave entitlements are set once for the whole company from the Leave Entitlements section. If an employee is assigned to a Custom Leave Entitlement Profile, the Full Time Annual Base Entitlement is based on what is saved in the Custom Leave Entitlement Profile instead of the default leave entitlements.
If you’d like to set leave to be calculated pro-rata, you will need to enable this from the Leave settings.
- Go to the Leave page.
- Click on the Leave Types tab.
- Enable the Pro-rata toggle on the leave type.
Pro-rata Leave Entitlement Calculations
When the Pro-rata toggle is on, the employee's Base Entitlements will be calculated pro rata according to the employee's Job Schedule fixed weekly hours and employment duration. This means that if an employee's Job Schedule fixed weekly hours is less than a Full Time employee, or the employee is not employed for a full year, the base entitlement will be less than the annual base entitlement of a Full Time employee.
Leave base entitlement for employees who do not work fixed hours automatically starts at zero. Leave entitlement per month is accumulated based on hours worked during that month.
Base Leave entitlement is calculated pro-rata on calendar days taking into consideration the employee Job Schedule and Employment Period.
Calculation
Entitlement Pro Rated on Employment - Full Time Annual Base Entitlement * (Employed Calendar Days / 365)
Example: Full Time Annual Base Entitlement (192) * (Employed Calendar Days (180) / 365) = 94.6849 hours
Entitlement Pro Rated on Job Schedule - Entitlement Pro Rated on Employment * (Employee's Annual Hours (Fixed Weekly Hours * 52) / Annual Hours of Full Time Employee (2080))
Example: Entitlement Pro Rated on Employment (94.6849 hours) * (Employee's Annual Hours (36 * 52) / Annual Hours of Full Time Employee (2080)) = 85.2164 hours
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