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Administrator Guide
Last Updated: 2023-06-23
Example: Set Up State Sick Leave

Example: Set Up State Sick Leave

In your state, employees accrue 1 hour of sick leave for every 30 hours worked, up to 48 hours per year. Accrued balance isn't available until 90th day of employment.
Unused balance can carry over in full to the next time period. Employers can set a limit of up to 24 hours of paid sick time per year.
These domains in the Time Off and Leave functional area:
  • Set Up: Time Off (Calculations - Absence Specific)
  • Worker Data: Time Off (Time Off Balances)
  1. Create calculations.
    1. Access the
      Create Arithmetic Calculation
       task.
    2. Enter this information:
      Option
      Value
      Name
      Scheduled Weekly Hours as of PE Date/ 30
      Category
      Absence
      1st Operand
      Job Weekly Scheduled Hours (as of Period End Date)
      Operator
      Divide
      2nd Operand
      30
    3. Click
      OK
      , then click
      Done
      .
    4. Access the
      Create Date Increment/ Decrement Calculation
       task.
    5. Enter this information:
      Option
      Value
      Name
      Continuous Service Date + 90 days
      Category
      Absence
      Start Date
      Worker Continuous Service Date
      Day
      90
    6. Click
      OK
      , then click
      Done
      .
    7. Access the
      Create Value Comparison Calculation
       task.
    8. Enter this information:
      Option
      Value
      Name
      Period Start Date >= Continuous Service Date + 90 days
      Category
      Absence
      1st Operand
      Period: Period Start Date
      Operator
      greater than or equal to
      2nd Operand
      Continuous Service Date + 90 days
    9. Click
      OK
      , then click
      Done
      .
  2. Create a time off.
    1. Access the
      Create Time Off
       task.
    2. Enter this information:
      Option
      Value
      Name
      State Sick Leave Time Off
      Code
      Enter an identification code for your time off.
      Time Off Type
      Sick (Hours)
      Adjustments Allowed
      Enable adjustments.
      Entry Option
      Specify whether workers can enter requests for this time off through Time Tracking, Absence Management, or both.
    3. On the
      Validations
       tab, add a row with these values:
      Option
      Value
      Data Entry Validation
      Maximum Unpaid Time Off Units Allowed
      .
      Maximum Unpaid Time Off Units Allowed
      24
      .
      Maximum
      48
      Minimum
      0
      Time Off Entries to Include
      Individual Time Off Entry
    4. Click
      OK
      .
  3. Create an accrual.
    1. Access the
      Create Accrual
       task.
    2. Enter this information:
      Option
      Value
      Name
      State Sick Leave Accrual
      Code
      Enter an identification code for your accrual.
      Calculation
      Scheduled Weekly Hours as of PE Date/ 30
    3. Select the
      Time Off Plan Overrides
       tab.
      Enter this information:
      Option
      Value
      ~Worker~ Eligibility Override
      Period Start Date >= Continuous Service Date + 90 days
      Value
      48
    4. Click
      OK
      .
  4. Access the
    Create Time Off Plan
     task.
  5. Enter this information:
    Option
    Value
    Name
    State Sick Leave Time Off Plan
    Track Balance
    Enable balance tracking.
    Balance Period
    YTD- Current Calendar Year (based on Period End Date)
    Period Schedule
    Weekly (Mon-Sun)
    Unit of Time
    Hours
    Effective Date
    Enter a date for this plan to be available for your workers.
  6. On the
    Balance
     tab, enter:
    Option
    Value
    Balance Visibility
    Never show balance
    Calendar Display
    Plan
    Overrides Allowed
    Enable overrides.
    Date
    Balance Period Start Date
  7. On the
    Calculation
     tab, enter:
    Option
    Value
    Accrual Frequency Method for Time Off Plan
    End of Period
    Time Off Plan Balance Lower Limit
    0
    Daily Quantity Default
    Worker Work Schedule Calendar: Workday hours for date (based on As of Date) no rounding
    Days to Include
    All Days
  8. On the
    Accrual
     tab, select
    State Sick Leave Accrual
     on the
    Adds to Balance
     field.
  9. On the
    Eligibility
     tab, specify that the time off plan is available for all workers in your state using the
    Country / Country Region
     field.
  10. On the
    Time Off
    tab, add a row to the grid and select
    State Sick Leave Time Off
     on the
    Subtracts from Balance
     prompt.
  11. Click
    OK
    .
  12. Access the
    Edit Accrual
     task and enter
    State Sick Leave Accrual
    .
  13. Select the
    Time Off Plan Overrides
     tab.
  14. Enter
    State Sick Leave Time Off Plan
     in the
    Based On
     field.
  15. Click
    OK
    .
Eligible employees can enter sick leave time off requests.