“Vacation Compensation” scenario
Step 1: Calculating Vacation Compensation Upon Dismissal
Path: Labor Contracts
The calculation of vacation compensation upon termination is available in the Labor Contract Terms section for a labor contract line with the operation type Dismissal. On the Actions – Functions tab, click Calculate Vacation Compensation and fill in the report parameters:
| Field | Description |
|---|---|
| Report Date | The date indicating when the vacation balance calculation will be performed. Filled in automatically with the dismissal date. |
| Vacation Compensation Group Code | The group code for time activities used to calculate the vacation balance. Automatically populated from the module's General Settings. |
| Element Code for Positive | Enter element 1026 (or another configured element) for calculating a positive vacation balance. |
| Element Code for Negative | Enter element 1027 (or another configured element) for calculating a negative vacation balance. |
| Split by Accrual Periods | If set to "Yes," the compensation days will be calculated and added separately for each vacation accrual period. If set to "No," the compensation days will be calculated and added as a single total for all vacation accrual periods. |
After the report is generated, rows with positive or negative balances may be added to the contract terms.
For a row with a positive balance, the Quantity field will display the number of compensation days. The compensation amount will be calculated in the payroll document based on the average earnings.
For a row with a negative balance, the Quantity field will display the number of compensation days with a negative sign, while the Amount field will show the value of the average earnings that were used to pay for vacation days that now need to be deducted.
Once the contract row with the Dismissal type is approved, the compensation rows may be added during the payroll document calculation.
Step 2: Vacation Compensation Calculation for an Active Employee
Path: Vacation Journal
If the employee continues to work, the Vacation Journal can be used to add vacation compensation.
In the Actions – Functions tab of the journal, click the Calculate Vacation Compensation button.
On the report generation page, fill in the required fields.
| Field | Description |
|---|---|
| Time Activity Code | The code for time activities used to calculate the vacation balance. One or multiple time activity codes can be selected. |
| Report Date | The date on which the vacation balance calculation will be performed. |
| Element Code for Positive | Enter element 1026 (or another configured element) for calculating a positive vacation balance. |
| Element Code for Negative | Enter element 1027 (or another configured element) for calculating a negative vacation balance. |
| Split by Accrual Periods | If set to "Yes," the compensation days will be calculated and added to the journal separately for each vacation accrual period. If set to "No," the compensation days will be calculated and added to the journal as a single total for all vacation accrual periods. |
In the Filter: Employee tab, specify the employees for whom vacation compensation should be calculated.
After the report is generated, rows with vacation compensation will be added to the vacation journal. The Quantity field will display the number of compensation days. The compensation amount will be calculated in the payroll document based on the average earnings. The Average Earnings Calculation Period will be automatically filled in the rows according to the created Average Earnings Calculation Settings.
Additionally, if the Split by Accrual Periods setting is enabled, the journal rows will include the accrual transaction number, which will be used to apply the vacation compensation in the Vacation Balance.
Once the journal row with the Compensation operation type is processed, the compensation rows may be added during the payroll document calculation.