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Proportional

  • Get the ratio of the “work days” / days in the year (includes weekend).
  • Days in the year = 365 (most of the time).
  • “Work days” means the days between the start and end of the work plans. Example:

Work Plan 1 started and ended on 15/01/2016 and 30/06/2018 respectively.

Work Plan 2 started on 01/07/2018 (latest work plan).

Work days for 2018 entitlement = 181 days (01/01/2018 – 30/06/2018) and 184 days (01/07/2018 – 31/12/2018). There were two “work days” because of the new work plan added for 01/07/2018.

  • Formula:
    • (Full Entitlement x (work days / days in the year)) x FTE (full time equivalent).

Monthly

  • This should be the standard calculation method.
  • Includes bank holidays for part-timers - optional.
  • Monthly Entitlement = Full Entitlement / 12 (months).
  • Working Months = Full months from start to end of entitlement period. For mid-month new starter, the full month will start from the following month. System will pro-rate the current month entitlement (below).
  • Start Month entitlement = (Monthly Entitlement / Days in Month) x Days Worked in Month (includes weekend).
  • If the end date is not the last day of the month (leavers):
    • End Month entitlement = (Monthly Entitlement / Days in Month) x Days Worked in Month (includes weekend).
  • Formula:
    • ((Monthly Entitlement x Working Months) + Start Month Entitlement + End Month Entitlement) x FTE.

Full Months

  • This is the same as Monthly calculation except it only calculates full months worked.
  • Monthly Entitlement = Full Entitlement / 12 (months).
  • Working Months = Full months from start to end of entitlement period. For mid-month new starter, the full month will start from the following month.
  • Formula:
    • Monthly Entitlement x Working Months x FTE.

Weekly

  • This is the same as Proportional Zero Hours calculation.

In Weeks

  • No pro-rata. System just use the value entered on Admin -> Administer Entitlement Plan once the employee was over x months employment.
  • This is a custom code that we have built for H Young.

Hours over Contract

  • I think this is additional entitlement for overtime/holiday.
  • Set the element id for the hours that we need to use for the calculation from the dta_batch_time_items table in the setting “AbsenceAddHolPayCode”.
  • Hours Over Contract = Total hours from dta_batch_time_items table – Hours from Contract screen between the start and end date of the plan.
  • Annual Full Time Hours = Full Time hours (from Admin -> Administer Entitlement Plan) x 52 (weeks).
  • Ratio = Full Entitlement / (Annual Full Time Hours – Full Entitlement).
  • Formula:
    • Hours over Contract x Ratio.

Monthly Zero Hours

  • Use this when we have zero FTE – no fixed work days.
  • Includes bank holidays for part-timers - optional.
  • Annual Full Time Hours = Full Time hours (from Admin -> Administer Entitlement Plan) x 52 (weeks).
  • Full Time Hours = Add up 52 weeks of hours from the Contract screen based on the start and end dates of the plan.
  • Entitlement = refer to the Monthly calculation.
  • Formula:
    • Entitlement x (Full Time Hours / Annual Full Time Hours).

Monthly Zero Days

  • Use this when we have zero FTE – no fixed work days.
  • Includes bank holidays for part-timers - optional.
  • Annual Full Time Days = 260 days (hard-coded).
  • Full Time Days = Add up 52 weeks of days from the Contract screen based on the start and end dates of the plan.
  • Entitlement = refer to the Monthly calculation.
  • Formula:
    • Entitlement x (Full Time Days / Annual Full Time Days).

Proportional Zero Hours

  • Annual Full Time Hours = Full Time hours (from Admin -> Administer Entitlement Plan) x 52 (weeks).
  • Full Time Hours = Add up 52 weeks of hours from the Contract screen based on the start and end dates of the plan.
  • Formula:
    • Full Entitlement x (Full Time Hours / Annual Full Time Hours).

Proportional Zero Days

  • Annual Full Time Days = 260 days (hard-coded).
  • Full Time Days = Add up 52 weeks of days from the Contract screen based on the start and end dates of the plan.
  • Formula:
    • Full Entitlement x (Full Time Days / Annual Full Time Days).

Rolling Threshold

  • This is the same as Proportional calculation.

Rolling Threshold In Weeks

  • This is the same as In Weeks calculation.


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