The scenario for Non Prorated Leave
-This scenario is to illustrate the non prorated leave. We would take Medical Leave as an example.
-Assuming that the current date is 25 Mar 2020
-Medical Leave Quota: 14 days
-Since it is non prorated leave, hence each employee will get 14 days by default.
BEFORE migrating leave to EasyWork Leave(Pro), the current leave balance of each employee
| Employee | Leave Type | Total Leave Entitled (day) | Leave Taken (day) | Leave Balance (day) |
|---|---|---|---|---|
| ABC | Medical Leave | 14 | 1 | 13 |
| DEF | Medical Leave | 14 | 1.5 | 12.5 |
| LMN | Medical Leave | 14 | 2 | 12 |
| XYZ | Medical Leave | 14 | 0 | 14 |
Table 1
MIGRATING leave to EasyWork Leave(Pro)
Step 1: Use "Leave Balance Adjustment" to migrate the employees' current leave balance.
After adjusting employee's leave balance using the "Leave Balance Adjustment", the employees' current leave balance in Leave(Pro) became
| Employee | Leave Balance (day) |
|---|---|
| ABC | 13 |
| DEF | 12.5 |
| LMN | 12 |
| XYZ | 14 |
Table 2
Step 2: You may want to ask what to do with the following year's leave allocation? No worries, you may set the leave setting through the "Leave Types Management".
Boost by Length of Service (optional)
-If your company has a policy that it would allocate extra leave days to an employee based on the number of completed years of service, you may use the boost type "Boost by Length of Service".
For example,
| Num of Completed Years of Service (year) | Extra Leave Entitled (by boost length of service)(day) |
|---|---|
| 3-5 | 3 |
| 6-10 | 6 |
| more than and equal to 11 | 9 |
Table 3
| Employee | Period of Employment | Num of Completed Years of Service (year) | Extra Leave Entitled (by boost length of service)(day) | Total Leave Entitled (day) |
|---|---|---|---|---|
| ABC | 14 Mar 2019 - 31 Mar2020 | 1 | 0 | 14(Annual Quota) + 0 = 14 |
| DEF | 1 Mar 2017 - 31 Mar 2020 | 3 | 3 | 14(Annual Quota) + 3 = 17 |
| LMN | 1 Apr 2017 - 31 Mar 2020 | 2 | 0 | 14(Annual Quota) + 0 = 14 |
| XYZ | 1 Jan 2009 - 31 Mar 2020 | 11 | 9 | 14(Annual Quota) + 9 = 23 |
Table 4
Remark:
*31 Mar 2020, it was due to the Monthly Allocation would run on the last day of the month.
*Employee LMN only get 2 completed years of service, it was due to we count 1 Apr 19 to 1 Apr 20 as 1 completed year instead of 1 Apr 19 to 31 Mar 20.
How to set an employee enrollment date?
1) Go to EasyWork Hub: https://hub.easywork.asia/dashboard/employee
2) Click "Edit" and update the employee enrollment date.
3) Save the changes. Our app would take this enrollment date to count the number of completed years of service.
Boost by Group (optional)
Let's say in your company, the Manager would get an extra 5 days of leave. You may use the boost type "Boost by Group" to achieve it. Set extra leave entitled and manager(s) inside the group. During the month-end, our system would take this into the calculation.
For example,
| Employee | Extra Leave Entitled (by boost group)(day) |
|---|---|
| DEF (manager) | 5 |
| LMN (manager) | 5 |
Table 5
Hence,
DEF has the Total Leave Entitled
= 14(Annual Quota) + 3(Boost by Length of Service) + 5(Boost by Group)
= 22 days
And,
LMN has the Total Leave Entitled
= 14(Annual Quota) + 0(Boost by Length of Service) + 5(Boost by Group)
= 19 days
Boost by Individual (optional)
-The company may want to allocate extra leave to an employee, for example, when offering the job, the manager has promised an employee that he would get an extra 4 days. You may use the boost type "Boost by Individual" to achieve it.
-Create a boost individual and assign the employee to it.
For example,
| Employee | Extra Leave Entitled (by boost individual) (day) |
|---|---|
| XYZ | 4 |
Table 6
Hence,
XYZ has the Total Leave Entitled
= 14(Annual Quota) + 9(Boost by Length of Service) + 4(Boost by Group)
= 27 days
Before we move to the calculation part, let us summarize the total leave entitled to each employee.
| Employee | Annual Quota | Boost by Length of Service (day) | Boost by Group (day) | Boost by Individual (day) | Total Leave Entitled (day) |
|---|---|---|---|---|---|
| ABC | 14 | 0 | 0 | 0 | 14 |
| DEF | 14 | 3 | 5 | 0 | 22 |
| LMN | 14 | 0 | 5 | 0 | 19 |
| XYZ | 14 | 9 | 0 | 4 | 27 |
Table 7
Yearly Reset
-Yearly reset would run on the last day of the year(31th Dec). All the leave type balance would reset to 0.
-For non prorated leave, the employee would the full quota entitled(included basic quota + extra quota from the boost type). Let's say the employees are entitled to get 14 days of medical leave per year, then he would get leave balance 14 days.
-By taking Table 7 as an example, let look in more detail each employee's medical leave entitled in a new year.
| Employee | Leave Balance (After Yearly Reset)(day) |
|---|---|
| ABC | 14 |
| DEF | 22 |
| LMN | 19 |
| XYZ | 27 |
Table 8
New employee's Leave Entitlement
-The calculation to count the Leave Entitlement to a new employee who joined the company
= [Annual Quota + Boost by Length of Service(if any) + Boost by Group(if any) + Boost by Individual(if any)] / 12months * Num of Completed Months of Service
Scenario:
If an employee started work on 14 Mar 2020, the number of completed months of service is
14 Mar 2020 to 31 Dec 2020 = 9 completed months
The period from 14 to 31 Mar 2020 is disregarded as it is not a completed month.
If an employee has completed 9 months of service and is entitled to 14 days of leave a year, the non prorated leave is:
14 annual quota / 12months * 9 completed months
=10.5 days