Calculation of Absence Entitlements

Use

The function for calculating absence entitlements is used for the automatic accrual of absence quotas.

The SAP System calculates an employee’s individual absence entitlements on the basis of your Customizing settings, and enters them as a deductible quota in the Absence Quotas infotype (2006).

You can base the calculation and the transfer of the accrual entitlement (see below) to the Absence Quotas infotype (2006) on a variety of different criteria.

Prerequisites

You define rules for calculating absence entitlements in Customizing. Choose Start of the navigation path Personnel Time Management Next navigation step Time Data Recording and Administration Next navigation step Managing Time Accounts Using Attendance/Absence Quotas. End of the navigation path

Features

Explanation of terms: Base entitlement and base period, accrual entitlement and accrual period, transfer time

Base entitlement

The employee’s total entitlement for a specific period.

The base entitlement is a theoretical value that is used as the basis of the calculation.

Base period

The period for which the base entitlement is valid.

Accrual entitlement

The employee’s quota entitlement per accrual period, as calculated in time evaluation. The calculation is based on the base entitlement. A matchup of the base period and the accrual period converts the base entitlement to the accrual period.

Accrual period

Period for which the accrual entitlement is calculated.

Transfer time

Point at which the accrual entitlements determined in time evaluation are transferred to the Absence Quotas infotype (2006). They increase or replace the existing value in the infotype.The transfer time can be defined by the user.If there is not an absence quota of this type for the relevant validity period, the system creates one.

Taking account of the length of time an employee has been with the company

You can define different rules for the accrual of absence entitlements according to the hiring date. This allows you to:

  • Specify more favorable rules for employees who have been with the company longer

  • Implement new contractual agreements for new employees by extending existing selection rules for absence quota types

Determining an employee’s total entitlement

In Customizing, you define, for each absence quota type and employee grouping, regulations that specify a base entitlement to an absence entitlement (in days or hours) in relation to a specific period (for example, a calendar year). The entitlement can be calculated from employee-specific work results or master data, for example.

If you want to grant the absence entitlement proportionately, the base entitlement serves as a calculation basis for which the proportionate entitlement (accrual entitlement) is determined per accrual period.

Taking account of seniority or age

The base entitlement can vary according to age or seniority. You can specify different base entitlements for different age or seniority ranges.

Example Example

Employees with a seniority of 0-4 years are allocated a base entitlement of 20 days of standard annual leave, employees who have been with the company for 5-10 years receive 22 days.

End of the example.

Refining the calculation of the base entitlement

You can specify a general base entitlement for all employees in a personnel calculation rule, or you can vary the base entitlement by specifying certain conditions and subrules. This allows you to base the entitlement on other master data or organizational assignments.

Example Example

Employees with pay scale type 01 have a base entitlement of 2 days, employees with pay scale type 02 have 2.2 days of leave per month.

End of the example.

Determining the accrual entitlement

The SAP System determines the accrual entitlement by comparing the base period to the accrual period. If the accrual period does not correspond to the base period, the entitlement is calculated for the accrual period.

Example Example

The base entitlement of 18 days is related to a base period of one year. The accrual period is 1 month. The entitlement per accrual period is 18 (days) / 12 (months) = 1.5 days per month.

End of the example.

In some cases, the accrual periods cannot be divided exactly in the base period. The system then calculates how often an accrual end date occurs in the base period, and uses this value as a divisor. If an employee’s age or seniority changes within an accrual period, this can also be taken into account by the system.

You can also control the calculation of the accrual entitlement individually in a personnel calculation rule. This allows you to generate absence entitlements on the basis of hours worked.

Example Example

  • You do not want casual employees to be allocated as much leave as regular employees.

  • You only want an employee to be entitled to the full base entitlement if he or she has completed a certain number of working hours.

End of the example.

Rounding and reducing entitlements

The entitlements can be rounded and reduced. If you grant absence entitlements on the basis of performance, you can define a maximum entitlement so that a certain value cannot be exceeded.

You can enter any surplus entitlement and differences resulting from a reduction in special absence quotas. This allows you to document reduced times or accumulate them in entitlements to unpaid absences, for example.

Transferring accrual entitlements to the Absence Quotas infotype (2006)

If you implement time evaluation, you can define the transfer time for the accrual entitlements in the Absence Quotas (2006) infotype. This enables you to make the absence entitlements available as a deductible quota as of a certain time, for example, not until the following payroll period or only as of the end of the probationary period ( Date Specifications infotype (0041)). You can define transfer packages to prevent very small quota values being transferred.

Example Example

You do not want the quota entitlement to be transferred to the Absence Quotas infotype (2006) until it amounts to 2 hours.

End of the example.
Activities

If you want to determine accrual entitlements on the basis of hours worked, you must supply the necessary information from time evaluation. The system calculates the accrual entitlement according to an employee’s hours worked as follows:

The system uses the base entitlement to determine a theoretical accrual entitlement which the employee would be granted if he or she completed 100% of the planned hours. It then multiplies this entitlement by the current value of the day or period balance that you specified in the Set generation rules for quota selection step in Customizing.

The value of the day or period balance is determined using a personnel calculation rule. In it, the actual hours worked are divided by the planned hours in the personal work schedule. The value determined is placed in the time type.

Example Example

An employee has a leave entitlement (=base entitlement) of 24 days for each year (base period). The leave entitlement is accrued monthly and placed in the Absence Quotas infotype (2006). The employee was on leave this month and therefore only worked half of his or her planned working hours.

If the employee completes the planned hours for each month, he or she receives an accrual entitlement of 2 days per month. The actual accrual entitlement is determined by multiplying the 2 days by the value in time type 9999:

End of the example.

Time type 9999 is determined from:

80 hours of attendance

________________________

160 hours of planned time according to personal work schedule

Value determined in time type 9999 = 0.5

2 days of theoretical accrual entitlement if planned hours are completed

Multiplied by value in time type 9999 = 0.5

Accrual entitlement is 1 day