Exact Synergy Enterprise

Adding or modifying entitlements for people or divisions

Menu paths

To add absence entitlements for people, go to HRM à Reports à People à People, define the relevant criteria, and then click Show. Next, click the name of the person in the Name column. Then, click Entitlements under the Monitor section. Finally, click New.
To add absence entitlements for divisions, go to HRM à Setup à Schedules à Default work schedule, and then click the hyperlink in the Division column. Next, click Entitlements. Finally, click New.
To modify the absence entitlements for people, go to HRM à Reports à People à People, define the relevant criteria, and then click Show. Next, click the name of the person in the Name column. Then, click Entitlements under the Monitor section. Finally, click the hyperlink in the Absence type column.
To modify the absence entitlements for divisions, go to HRM à Setup à Schedules à Default work schedule, and then click the hyperlink in the Division column. Next, click Entitlements. Finally, click the hyperlink in the Absence type column.

Introduction

On this page, you can add absence entitlements for a selected person or division.

You can also impose expiry dates on the entitlements given to the employees by selecting the Apply expiry date check box. Subsequently, when a period is closed, the system will automatically calculate the statutory and non-statutory entitlements according to the expiry period defined on this page.

However, if the Apply expiry date check box is selected for existing entitlements, and the effective period and year defined are not concurrent with the period in the financial year, you need to close the affected HR period manually (for entitlements generated before the application of the expiry dates) to recalculate these entitlements according to the defined expiry dates for the statutory and non-statutory entitlements. For more information, see Period closing for HRM.

Whenever required, you can make changes to the expiry periods of historical entitlements at HRM à Setup à Miscellaneous à Entitlement expiry date adjustment. For more information, see Modifying historical entitlements manually. Also, you can correct the absence balance by creating requests for credit or correction days. For more information, see Creating and modifying requests.

For more information on viewing absence balances, see Viewing personal planning report.

Roles & rights

To add or modify the entitlements for people or divisions, function right 145 — View Resource card or function right 90 — Maintain division is required. Users with the HR and HR assistant roles have these function rights, while users with the General manager role have the latter function right.

Notes:

For more details on function rights, go to System à Setup à Security à Function rights.
For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 252.

How do I create or modify existing entitlements of a person or division?

On the HRM: Person – Entitlements or HRM: Division – Entitlements page, click New to create an entitlement for the selected person or division. Otherwise, on the respective pages, select the required type of entitlement to be edited for the selected person or division.
Define the fields.
Click Save, and then Close to exit.

Note:

The presentation and information displayed on this page may vary, depending on the person or division selected, and whether the entitlement selected is on the fixed, age, or service basis. For more information on the entitlement basis, see Creating and modifying request types - Actions tab.
If an invalid period is defined, or if there is no financial year defined when the Apply expiry date check box is selected, an error message will be displayed. You will not be able to save the settings.

Buttons

Fields/Columns

The name of the section is dependent on the person or division selected. Additionally, the names and types of the fields displayed are dependent on the absence type selected at Type.

Type

Select the type of the absence entitlement. This is mandatory.

Note: This field cannot be edited if you are modifying an existing absence entitlement.

Apply expiry date

Select this check box to impose an expiry date for statutory and non-statutory entitlements.

When this check box is selected, the Effective period/year, Statutory entitlement, and Non-statutory entitlement fields will be displayed in either sections or columns at the bottom of the page depending on the entitlement basis selected. For more information on the entitlement basis, see Creating and modifying request types - Actions tab.

Note: By default, this check box is not selected.

Days/Hours

Type the number of entitlements in days or hours to be given to the selected person or division.

Note:

The name of this field will be displayed according to the option selected (either Days or Hours) at Show under the Calculation section on the Request: Field page for the Duration field in the vacation request. For more information, see Creating and modifying request types - Fields tab.
If the Apply expiry date check box is selected, this field is automatically displayed alongside the Statutory entitlement and Non-statutory entitlement fields respectively. When this check box is selected for the first time for an existing entitlement, the predefined value in this field will be copied to the Days field for the non-statutory entitlements.

Effective period/year

Type the period, and then select the year of which the entitlements should take effect for the selected person or division.

Note: The effective period defined must correspond to an existing period as defined in the financial year for the division. If an invalid period is defined, or if there is no financial year defined when the Apply expiry date check box is selected, an error message will be displayed. You will not be able to save the settings.

Expiry period for statutory entitlement (after calendar year)

Type the expiry period for the statutory entitlements. This can be defined in week(s), month(s), or year(s). The calculation of the expiry period will be executed after the current calendar year.

Note:

By default, the expiry period for the statutory entitlements is set to six months.
This field will be displayed as Expiry period (after calendar year) under the Statutory entitlement section for the fixed entitlement basis only.

Expiry period for non-statutory entitlement (after calendar year)

Type the expiry period for the non-statutory entitlements. This can be defined in week(s), month(s), or year(s). The calculation of the expiry period will be executed after the current calendar year.

Note:

By default, the expiry period for the non-statutory entitlements is set to five years.
This field will be displayed as Expiry period (after calendar year) under the Non-statutory entitlement section for the fixed entitlement basis only.

Years

Type the service year limit for the defined statutory and non-statutory entitlements.

Note: This field will be displayed in the Years column and is available only for the service year entitlement basis.

Age

Type the age limit for the defined statutory and non-statutory entitlements.

Note: This field will be displayed in the Age column and is available only for the age entitlement basis.

Adding or modifying entitlements for people or divisions

Menu paths

Introduction

Roles & rights

What version are you using?

How do I create or modify existing entitlements of a person or division?

Buttons

Save

Save + New

Delete

Close

Fields/Columns

Type

Apply expiry date

Days/Hours

Effective period/year

Expiry period for statutory entitlement (after calendar year)

Note:

Expiry period for non-statutory entitlement (after calendar year)

Years

Age

Related documents