Revised: 02/22/2016
Go to Maintain>>Entitlement Master
This program is used to setup and maintain accumulation codes used to give and track employee leave time. Accumulation codes are tied to earnings codes in the Earnings Master and may be entered in an employee's record in the Employee Master on 8 Entitlements tab. The Employee Master will allow entry and tracking of up to eight entitlement codes.
An earnings code for leave time that has been linked to an accumulation code is used during time card entry to record that an employee has taken entitlement time.
Accumulation Cycle Codes associated with accumulation/entitlement code(s) are used during Automated Entitlement Processing to reset and add entitlement time.
See Also:
If you do not track leave time through the Horizon Payroll Module, this program may be left blank.
For a new accumulation code enter an alpha numeric code and tab to the next field. If this is to be an Addendum table to add rows to an existing Variable Entitlement, enter the existing Accumulation Code with a plus (+) sign immediately after it. For example: If you need additional rows for a Sick Accumulation Code, enter the new Accumulation Code as Sick+.
For an existing Accumulation Code enter or select the appropriate accumulation code to pull up the information already entered/setup.
For a new accumulation code enter an appropriate description.
For an existing code the description will be displayed. This description may be edited.
Enter or select an earning code to tie in with the accumulation code. The code selected should not be a regular earnings code but it should be a leave earnings code. Earning Codes are setup in the Earnings Master.
Some examples are shown below:
P - Personal Day
S - Sick Day
V - Vacation Day
When a valid earning code is selected the description of the selected code will be displayed.
Select an appropriate accumulation cycle for the entitlement.
Cycle choices are as follows:
1. Annually
2. Quarterly
3. Monthly
4. Per Hours Worked
5. Special
Cycles are used during the Automated Entitlement Process to control which Entitlement Codes are processed.
For Example:
When resetting counters or to post entitlements you select a cycle. All entitlements associated for the selected cycle would then be reset/posted.
Select one of the following from the drop down menu:
Fixed - A fixed entitlement would post the same amount for everyone with the same entitlement code
Variable - A variable entitlement would post a variable amount based upon the table on the Variable tab
Enter the normal number of hours in a regular work day.
Example:
8:00
Enter a fixed amount that the employee will add to their entitlement when this code is processed. If you are setting up a variable type, leave this field blank.
For Example:If you enter a rate of 1.25 then every time the cycle/code is run everyone with this entitlement code would have 1.25 entitlement days or hours added to their account.
From the drop down menu select either days or hours for the accumulation rate. If you are using the variable table this field may be left blank.
If Days is selected, the above sample for accumulation rate would mean that one and a quarter days will be added to the employees entitlement.
If Hours is selected, the above sample for accumulation rate would mean that 1.25 hours will be added to the employees entitlement time.
Select one of the following options:
If Days is selected the time worked will be figured by days.
If Hours is selected the time worked will be figured by hours.
Note: This field is also used for variable entitlement codes.
Enter the amount per employee that the employer allows to be rolled over to the next year. If none of the accumulated time is allowed to rollover enter zeros.
Accumulation totals are rolled over once a year by running the Accumulation Roll-Over program.
Enter the maximum amount of accumulation allowed by the employer.
This number should be greater than or equal to the accumulation rate entered.
Once the maximum amount has been reached for an employee no further accumulation would occur.
Enter the amount of entitlement that the employer is liable for when an employee leaves.
Example:
If you enter 10 and the accumulation rate is set to days.
Mary has accumulated 20 days of vacation over the years and is quitting. The employer is only liable to pay her for 10 days of vacation time.
Enter the number of days the entitlement is good for until it expires.
Enter the number of days from the Hire Date that the program should wait until applying this entitlement to an employee.
NOTE: Hire Dates are entered in the Employee Master for each employee on the 3-Withholding/Dates tab.
When this box is checked, the Entitlement information will not print on the employee's pay stub or slip.
This tab page is used to setup a variable table with the following information:
The entered table will use the from and to entries as years against the selected date field.
Select one of the following:
Anniversary Date
Hire Date
These dates should be recorded for each employee in the Employee Master on the 3 Withholding/Dates tab.
Up to eight lines of information may be entered into the table for the following:
From - Enter a beginning usually a 0 for the first line and incremented appropriately for each line thereafter.
To - Enter an appropriate ending amount for each line
Rate - Enter the rate to add/accumulate for each line
Type - Select either hours or days as the rate type to accumulate for each line
Maximum - Enter the maximum amount an employee may accumulate for each line
Roll Over Amount - Enter the amount for each line that may roll over to the next year
A sample variable table is shown below:
