This window allows the user to determine how Vacation Time Off will be charged for each Bid Preference that is awarded within the system by selecting from the listed options. Leftover accrual hours can remain in the employee’s accrual account or go towards the charge for the awarded week.
The following options are available:
- No Charge - selecting this means that upon award of a vacation preference, there will be no charge made.
- Hours charged for weeks based on entered value for each employee - this option allows users to indicate how the hours will be charged upon publish.
When selected, the On Award and On Publish sections allow Location Administrators to define the default hours and the Actual Hours charged on publish. The options include:
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Default hours value - Total hours as indicated.
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Default hours is maximum -
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The employee having less or equal shift hours in the week than the Default hours value, upon publishing of the award, the employee calendar will reflect all shifts in the week converted to PTO and the PTO bank will reflect the total shift hours.
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The employee having more shift hours in the week than the value, upon publishing of the award, the employee calendar will reflect the value distributed across all shifts in that week and the PTO bank will reflect the max. value deducted.
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Default Hours is minimum -
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The employee having more or equal shift hours in the week than the value, upon publishing of the award, the employee calendar will reflect all shifts in the week converted to PTO and the PTO bank will reflect total shift hours.
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The employee having less shift hours in the week than the value, upon publishing of the award, the employee calendar will reflect the value distributed across all shifts in that week and the PTO bank will reflect the min. value deducted.
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Once defined, select How to apply the hours from the available menu options.
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- Minimum Hours to hold last week - this field allows Location Administrators to specify the minimum amount of hours needed to hold an employee's "last week" of the year, following union requirements which specify that employees do not need the full amount of vacation accrual to be awarded their last week of the year.
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- Shift Hours - the employee calendar will reflect all shifts in the week converted to PTO and the PTO bank will reflect the shift hours.
- Based on Status and Years of Service option enables the user to allow employees to request Vacation Time Off based on their Status and/or Years of Service.
Click the Add button to Charge by Employee Status (multiple can be added). Select the Status from the dropdown menu, enter the years of service, and specify additional required information (these are the same fields as described above under the Hours charged for weeks based on entered value for each employee option).
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