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Purpose

The purpose of this quick reference guide is to step through the process of Leave Rule Items setup. The intended audience for this document are Standard Users.

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Steps

Having defined the governing Leave Rule, the Leave Rule Item object is used to define the desired accrual characteristics. If a Leave Rule requires accruals, they must have at least one related Leave Rule Item record. To create a Leave Rule Item record, follow the steps below:
  1. Click on the App Launcher icon. (See Figure 1)
Screenshot from QRG Setup Leave Rule Items
  1. Go to the Leave Rules object by using the Search function. (See Figure 2)
Screenshot from QRG Setup Leave Rule Items
  1. Open the required Leave Rule record. (See Figure 3)
  2. Within the Leave Rule record, click on the Leave Rule Items tab.
Screenshot from QRG Setup Leave Rule Items
  1. On the Leave Rule Items panel, click on the New button. (See Figure 4)
Screenshot from QRG Setup Leave Rule Items
  1. Populate the following required fields to provide the base details of the Leave Rule Item record: (See Figures 5 and 6)
    1. Leave Rule (should be pre-populated)
    2. Sort Order
    3. Accrual Type (Fixed Per Period, Leave Grant, Units per Hour Worked)
    4. Accrual Rate (based on the type selected)
  2. When there is only one accrual rate for the entirety of the Leave Rule, populate the following fields as per below: (See Figures 5 and 6)
    1. Service Units = Years
    2. Service Starts At = 0
    3. Service Ends At = 999
Alternatively; when the Accrual Rate changes at a defined period, create two or more Leave Rule Items by populating the following fields as per below: (See Figures 5 and 6) Leave Rule Item 1:
  1. Service Units = Years
  2. Service Starts At = 0
  3. Service Ends At = x Where x = number of units after which the Accrual Rate changes
Leave Rule Item 2:
  1. Service Units = Years
  2. Service Starts At = x+1
  3. Service Ends At = y Where y = number of units after which Accrual Rate again changes, or ceases (in that case would be 999)
And then repeat again as many times as required until all the required Leave Rule Items are created to cover all the defined accrual rate changes needed.
If the Leave Rule has accruals that are ongoing, it’s recommended to ensure the final Leave Rule Item has a “Service Ends At” value that will cover the entirety of a possible employment period (i.e 999 Years).
  1. Click on the Save button.
Screenshot from QRG Setup Leave Rule Items
Screenshot from QRG Setup Leave Rule Items
  1. The Leave rule Item is now created, and is visible under the Leave Rule Item panel. To create another Leave Rule Item if there is a change to the accrual(s), select the New button and repeat steps 5-7.
  2. To review the details of the record, click on the name of the Leave Rule Item record. (See Figure 7)
Screenshot from QRG Setup Leave Rule Items
  1. To view the details of the Leave Rule Item or to make any edits, please do so from here. (See Figure
Screenshot from QRG Setup Leave Rule Items
A Leave Rule may have multiple Leave Rule Item records, and these will be processed in ascending Sort Order, and in line with the service starts and service ends dates.
Leave Rule Item records CAN NOT be deleted if they have related records or are used in other records. Deleting records is not recommended unless absolutely essential.
  1. To modify an existing Leave Rule Item record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
  2. When complete, click on the Save button.

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Field Descriptions

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Leave Rule Items

Accrual Rate is the value to be used within the accrual calculation process, based on the Accrual Type selected. Accrual Type indicates how the accruals for this Leave Rule will be calculated. The picklist values are Fixed Per Period, Leave Grant and Units per Hour Worked. Leave Rule is a lookup to the related Leave Rule record. Leave Rule Item Name is the auto-generated name given to the Leave Rule Item record. Service Units Where the accrual is service based this field defines the service period in association with Service Starts At and Service Ends At. Service Starts At where the accrual is service based this field defines the point at which this Leave Rule Item is applied. Service Ends At where the accrual is service based this field defines the point at which this Leave Rule Item ends. Sort Order where multiple Leave Rule Items are related to the same Leave Rule this field indicates the order in which the Leave Rule Items should be assessed.

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Further Information