Steps: Prorate Front-Loaded Balances

Prorate balances that workers receive up front when their eligibility for accruals changes.

Add the Automated Accrual Adjustment
service step to the Change Job
business process.

The service step automatically prorates any front-loaded balances that the worker has, based on the effective date of the job change. The step triggers when Workday detects a change in what the worker is eligible for based on a conditional calculation within an accrual. Example: A worker previously met the criteria for condition A
, but then meets the criteria for condition B
.

See Set Up Rule Based Consolidated Templates for Job Changes and Edit Business Processes.

Create a front-loaded accrual that includes a conditional calculation with 1 or more conditions.

See Create Front-Loaded Accruals.

Schedule time off plans to accrue at the beginning of the year and add the front-loaded accruals to them.

See Create Time Off Plans That Track Balances.

Access the

Create Time Off Plan

task.

Select a

Balance Period

that is based on a year.

In the

Period Schedule

field, select Annual
.

You can select a different period schedule if the front-loaded accrual uses either of these scheduling rules:

Scheduling: Front-Loaded

Scheduling: Annual - 1st Period of Year (based on Period End Date) or Mid-Period Hire or Termination

In the

Accrual Frequency Method

field, select Start of Period
.

On the

Accruals

tab, add the front-loaded accruals.

When workers have job changes that affect their eligibility for front-loaded accruals, Workday detects changes in calculation conditions and creates adjustments to prorate their balance for the period.

At Global Modern Services, full-time workers receive 20 days of time off at the beginning of every year while part-time workers receive 10 days. All workers use a semimonthly period schedule. On August 10, Oscar moves from a full-time position to a part-time position and still has the 20 days he received at the beginning of the year. To reflect the amount of time he spent in each position, Workday prorates his balance to 16.083333 days.

Calculation Details: Adjustment
Calculation

Full periods
As of August 10, 9 full periods remain in the year so the adjustment for the full periods is:
(-10 days/24 periods) * (9 periods) = -3.75 days.

Partial period
August 10 is in the middle of the August 1 - August 15 period. As of August 10, 6 days remain in the period so the adjustment for the partial period is:
(-10 days/24 periods) * (6 days left in period/15 days in period) = -0.166667 days.

Final adjustment
Add the adjustments for the full periods and the partial period to calculate the final adjustment:
(-3.75 days) + (-0.166667 days) = -3.916667 days.

Final adjustment applied
Apply the final adjustment to Oscar's current balance of 20 days:
20 days - 3.916667 = 16.083333 days.

Summarized calculation: 20 days - [(10 days/24 periods) * (9 full periods + (6 days left in period/15 days in period))] = 16.083333 days.

Adjustment	Calculation
Full periods	As of August 10, 9 full periods remain in the year so the adjustment for the full periods is: (-10 days/24 periods) * (9 periods) = -3.75 days.
Partial period	August 10 is in the middle of the August 1 - August 15 period. As of August 10, 6 days remain in the period so the adjustment for the partial period is: (-10 days/24 periods) * (6 days left in period/15 days in period) = -0.166667 days.
Final adjustment	Add the adjustments for the full periods and the partial period to calculate the final adjustment: (-3.75 days) + (-0.166667 days) = -3.916667 days.
Final adjustment applied	Apply the final adjustment to Oscar's current balance of 20 days: 20 days - 3.916667 = 16.083333 days.

(Optional) Use the

Maintain Accrual and Time Off Adjustments/Overrides

task to confirm the adjustment amount on the

Automated Adjustments

tab. If needed, use the task to create a manual adjustment or override.

Edit Business Processes