Software Solutions for Small Business
Company Policy - Employees earn no vacation for the first 6 months, 5 days for the next 6 months, 2 weeks for up to 5 years, and 3 weeks after that. Hours cannot be carried over into the next year and must be earned before they can be taken.
In this example, it is clearer to say employees earn hours for the period (in the first two steps) rather than saying employees earn 0 hours per year, and then 80 hours per year (40 hours for six months is the same rate as 80 hours for a year). In reality, TimeOff will divide an annual rate into a monthly rate when necessary so either method would work.
Company Policy - Employees hired between January 1 and June 30 get 1 week of vacation the first year and that employees hired between July 1 and December 31 get no vacation the first year. Beginning the following year and up to 5 years employees get 2 weeks of vacation each year, and after 5 years employees get 3 weeks of vacation.
In addition, employees are allowed to carry over 1 week of vacation into the next year. All of the time is available at the beginning of the year.
Since employees do not earn vacation at a constant rate for the first year, we must override the policy with a Benefit Accrual Balance Record. We will set the As Of Date for 12/31/2003 (or what ever year the employee was hired).
Because the As Of Date is in the future, TimeOff will ignore the policy until after December 31. Then it will start applying the policy to the hours the employee carries into the next year. For employees hired between January 1 and June 30 set the hours to 40 and for employees hired between July 1 and December 31 set the hours to 0.
Company Policy - Employees earn 2 weeks of PTO for the first 5 years of employment, 3 weeks of PTO per year for the next 5 years of employment, and 4 weeks of PTO per year after 10 years of employment.
Employees are allowed to carry over up to 120 hours of PTO per year, but can never have more than 200 hours of PTO. PTO time can not be taken until it is earned and is based on the anniversary date of the employee.
At the end of every month TimeOff will calculate the appropriate number of hours based on the policy, subtract any PTO hours taken, and then compare the results to 200. If the total is over 200, the excess hours will be lost.
Since these values are always calculated from the beginning (the As Of Date of the Benefit Accrual Balance record) if an adjustment needs to be made, the employees hours available will also be adjusted accordingly.
All Mycroft Computing software is compatible with Windows™ 7 & Vista (64-bit & 32-bit), Windows™ XP & 2000
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