Accumulated only Leave Balance

Talexio Tech-Support
Talexio Tech-Support
  • Updated

Overview

If you read our article on how to set up employees to accumulate leave on their worked hours, then you might be wondering how to give employees the ability to accumulate leave without also having a base entitlement.

Employees who do not work on a fixed schedule do not begin their employment with a base entitlement, but rather accumulate leave on the hours they work. On Talexio, you can enable the option for leave to accumulate on each leave type. For more information on Leave Types, click here.  

Accumulated leave is the leave that a non-full time employee amasses over the period of their employment. This is calculated as number of hours worked in a period multiplied by the total leave entitlement.

For example: employee A has worked 70 hours in a month. Therefore, Employee A's accumulated leave in that month amounts to: 

70*224 (full leave entitlement)/2080 (total hours worked in a year by a full time employee) = 7.54 hours. This is then added to an employee's accumulated leave in their leave balance pod when the payroll is locked.

Please note that this is only applicable if you have the Payroll module. 

Contents

  1. Permissions
  2. Job Schedule set up
  3. Leave Types set up
  4. Leave Base Entitlement

Permissions

You will need the Manage Leave Types permission. Please note that this needs to be set on global. 

Job Schedule set up

Prior to setting the setting for each Leave Type, you will need to make sure the Job Schedules are correctly set up. Click here for detailed information on setting up job schedules to accumulate leave.

 

Leave Types set up

To set up a leave type to accumulate leave, go to the Leave Types tab in the Leave section. In each Leave type row you will find a button titled Accumulates. Switch this on to give employees (who are eligible for this leave type) the ability to accumulate leave on their worked hours. 

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Then, switch on the Accumulated Only toggle to give employees a zero leave balance that will only accumulate on the hours worked (after a payroll is locked).

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Please note that the Prorata switch needs to be turned on, too. 

 

Leave Base Entitlement

Thus, the leave balances will change to zero.

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The balance shall reflect the accumulate leave once their payslips are locked.mceclip2.png

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