This manual contains shows the basic settings that need to be checked check in the ERP system to correctly calculate the number of make sure vacation days and calculate vacation pay are calculated correctly.
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- To check the
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- settings:
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1.1
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Go to HR and Payroll
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> Master Data
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> Accruals and Deductions
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.
Here, select the Work Time Type (MV for Annual Leave
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),
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set up the WPS file,
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and review the End of Service Benefits
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and Basic Accruals options.
1.2 Vacation types Types
(HR and Payroll section - See Also - Vacation Types) in , In this form it is necessary , you need to check the following datadetails:
- Days per year
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- : The number of vacation days allotted annually.
- Work Time Type
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- : Ensure this is set correctly for filling out Time Sheet documents
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- .
- Accrual
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- Type: Choose the appropriate accrual method.
- Accrued Earnings Type
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- : Select either Planned Earnings or Actual Earnings
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- .
- Daily Earning Calculation Method
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- : Pick one of
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- these options:
- By Average Number of Days per Month
- By Number of Calendar Days
- By Number of Working Days
If in Set Annual Vacation duration setting selected Based on Employment Length - it is needed to fill periods for Vacation duration - tabular part).
If in Set Annual Vacation duration setting selected As Fixed Duration - it is necessary to fill Days per Year amount.
What should you check verify if the amount for vacation is not automatically calculated in the system?Example: for one Employee in system isn't automatically calculating the vacation amount?
For example, if the Accumulated Vacation Pay amount for an employee is missing in the Balances of Accumulated Vacation Pay report amount of Accumulated Vacation Pay is missed as on picture , as shown in the image below:
1.
- The
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- vacation days available for
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- all employees
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- are determined by the Month Closing document (Calculation of Accumulated Vacation Pay documents).
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- This document automatically calculates for each employee
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- the
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- days earned in the current month (Currently Earned Days column), the total available days
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- (
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- Available Days column)
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- , and the Accumulated Vacation Pay
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- each month, based on the type of
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- vacation and the employee’s work period
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- as
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- outlined in the Employment Contract document.
In Calculation of Accumulated Vacation Pay documents it is possible to check attribute Accumulate Vacation Pay (under each Employee) - this attribute automatically marks as selected if same attribute selected in Employment contract document:
2. Calculations The calculation of Vacation Pay is also connected linked to the employee's length of working duration for Employeeservice.
In Vacation type it should be filled for Employment lengt in months:
It means for first five months of working duration system will not calculate Amounts for Employee. and first calculation will apear in Month end closing the Vacation Type settings, the Employment Length in months should be specified. This means that the system will not calculate any amounts for the employee during the first five months of their employment. The first calculation will be included in the Month-End Closing document for the 6th month since start of workingemployment.
3. Basis for calculationCalculation:
it is needed to be checked You need to verify the Basis for calculations of calculating Vacation payPay.
It might be checked right from Vacation Document - on Check this directly in the Vacation Document under the Basis Accruals tab. And Accruals there should be same as accruals in Employment contract - only in this case system can correctly calculate The accruals listed here should match those specified in the Employment Contract. Only with this alignment can the system accurately calculate the vacation pay amount.
4. Additionally, it is necessary to remind keep in mind the following logic of working with the payroll section - if you have a possible situation in your work when the same employeemight be fired payroll logic: If an employee is terminated and then rehired, then, it’s crucial for correct calculations for the employee - including the correct accrual and calculations of vacation days:
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accurate calculations—including correct accruals and vacation days—to handle their records properly.
In the Termination Dismissal document, make sure to write off any remaining accumulated vacation days. Otherwise, the system will include these unaccounted vacation days in the Balances of Accumulated Vacation Pay report
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for the dismissed employee
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.
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When creating
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an Employment Contract document for a new hire
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, a
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new employee card should be
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set up in the Employee master data
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. Make sure to link it to the original individual in
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the individual master data
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