Provide examples for Leave Balance Rollover DBA's (Deduction, Benefit, Accruals). The DBA codes are defined using PDBA Setup (P059116) on the Pay/Deductions/Benefits Setup menu (G05BD4). Calculation Tables (P059021) and Basis of Calculation (P059118) can be accessed from the menu or from row exits within PDBA Setup. Advanced DBA Information (P059117) and Rollover Setup (P07RSW) can be accessed from row exits within PDBA Setup.
Solution
The following tables contain examples of Leave Balance Rollover DBAs (Deduction, Benefit, Accruals) and pay type setup. The DBA codes are defined using PDBA Setup (P059116) on the Pay/Deductions/Benefits Setup menu (G05BD4). Calculation Tables (P059021) and Basis of Calculation (P059118) can be accessed from the menu or from row exits within PDBA Setup. Advanced DBA Information (P059117) and Rollover Setup (P07RSW) can be accessed from row exits within PDBA Setup.
Vacation Accrual DBA Setup – Not Immediately Available
Field
Value
DBA code
8015
Paystub text
Accrual
Print Method
N (Do not print on pay stub)
Source of Calculation
G (Current period)
Method of Calculation
2 (Table - Date Range)
Table Code
8011 (Vacation)
Amount Rate 1
1.00
Pay Period of the Month
Y (Yes) for all periods
Calculate Only Once Per Pay
Optional
Period
PDBA Range*
1-999
Limit Method**
1 - Calendar 20 or 3 - Fiscal/Anniversary
Leave Balance Rollover Date Code**
A valid code in User Defined Code (UDC) table 07/AF. Only applicable with limit methods 2 and 3.
Anniversary Proration Rule**
0/Blank - Prorate 1 - allocate to Next Anniversary Year Only applicable with the limit methods 2 and 3.
* Basis of Calculation (P059118) ** Advanced DBA Information (P059117)
Calculation Table Setup (P059021)
To accrue vacation hours at the following rates:
Period of Employment
Rate of Accrual
0-5 Months
4 hours/month
6 Months - 1 Year
6 hours/month
1- 2 Years
80 hours/year
3+ Years
120 hours/year
Define a calculation table using the following values:
Field
Value
Table Code
08011
Description
Vacation Accrual
Table Method
OA (Amount x Rate/Basis = Months)
Lower Limit
Upper Limit
Amount Rate
Limit Amount
5.99
4.00
If necessary
6.00
11.99
6.00
If necessary
12.00
35.99
6.66
If necessary
36.00
99999999.99
10.00
If necessary
Vacation Available DBA Setup
Field
Value
DBA code
8016 (This value must be greater than the value used for Vacation Accrual.)
Paystub text
Available
Print Method
I (Print individual transactions)
Source of Calculation
G (Current period)
Method of Calculation
$ (Flat Amount)
Pay Period of the Month
N (No) for all periods
PDBA Range*
8015-8015 (Accrual DBA)
Limit Method**
1-Calendar 2 or 3 – Fiscal/Anniversary
Leave Balance Rollover Date Code**
A valid date code in User Defined Code (UDC) table 07/AF Only applicable with limit methods 2&3
Anniversary Proration Rule**
0/Blank-Prorate 1-Allocate to Next Anniv Year Only applicable with limit methods 2&3.
* Basis of Calculation (P059118) ** Advanced DBA Information (P059117)
Rollover Setup (P07RSW)
Field
Value
Benefit/Accrual Type V
V (Vacation Accruals) or S (Sick Accruals)
Rollover Table
00002
Leave Balance Rollover Date Code
Defaults from Advanced DBA Information (P059117)
Related PDBA*
811 (Vacation)
Related PDBA
8015 (Vacation Accrual)
* Do not associate a previously used pay type or accrual to more than one accrual; doing so yields unreliable available amounts. Note: There is no ITD Limit in a two-DBA setup.
Calculation Table Setup (P059021) for Rollover
Field
Value
Table Code
00002
Description
Vacation Rollover - 80 Hours Maximum
Table Method
VR (Vacation Roll Over Table)
Table Type
R (Calculate rollovers)
Lower Limit
Upper Limit
Amount Rate
Limit Amount
99999999.99
80.00
Leave Balance Lost DBA Setup
The Fiscal and Anniversary Year History (F06147) table records the "lost" amount. This DBA is not required, but tracks all amounts lost by employees that do not use their accrued time.
Field
Value
DBA Code
9001-9999 recommended
DBA Type
A (Accrual)
Paystub Tex
Bal Lost
Print Method
N (Do not print on pay stub)
Source of Calculation
G (Current Period)
Method of Calculation
$ (Flat Amount)
Amount Rate 1
Blank
Pay Period of the Month
N (No) for all periods
Vacation Pay Type Setup
Field
Value
DBA Code
811
Paystub Text
Vacation Pay
Print Method I
I (Print individual transactions)
Pay Source
H (Hours Worked)
Pay Type Multiplier
1.00
Shift Differential Method
1 ((rate+shift diff) x multiplier x hours)
Auto Pay Methods
Y ($ part of employee's base pay)
Effect on Gross pay
+ (Pay type added to employee's gross pay)
Effect on Net Pay
+ (Pay type added to employee's net pay)
Effect on GL
N (Write amounts and hours to general ledger)
Vacation Immediately Available DBA Setup
Field
Value
DBA Code
8000
Paystub Text
Vacation Accrual
Print Method
I (Print Individual transactions)
source of Calculation
G (Current Period)
Method of Calculation
2 (Table - Date Range)
Table Code
08011
Amount Rate 1
1.00
Pay Period of the Month
Y (Yes) for all periods
Calculate Only Once Per Pay Period
Optional
PDBA Range*
1-999
Limit Method*
1-Calendar 2 or 3 – Fiscal/Anniversary
Leave Balance Rollover Date Code**
A valid date code in User Defined Code (UDC) table 07/AF. Only applicable with limit methods 2&3
Anniversary Proration Rule**
0/Blank-Prorate 1-Allocate to Next Anniv Year Only applicable with limit methods 2&3
* Basis of Calculation (P059118) ** Advanced DBA Information (P059117) *** Rollover Setup (P07RSW)
Calculation Table Setup (P059021)
For vacation hours accrued at the following rates:
Period of Employment
Rate of Accrual
0-5 Months
4 hours/month
6 Months-1 Year
6 hours/month
1-2 Years
80 hours/year
3+ Years
120 hours/year
Define a calculation table using the following values:
Field
Value
Table Code
8001
Description
Vacation Accrual
Table Method
OA (Amount x Rate/Basis = Months, based on length of service)
Table Type
D (DBAs)
Lower Limit
Upper Limit
Amount Rate
Limit amount
5.99
4.00
If necessary
6.00
11.99
6.00
If necessary
12.00
35.99
6.66
If necessary
36.00
99999999.99
10.00
If necessary
Calculation Table Setup (P059021) for Rollover
Field
Value
Table Code
00002
Description
Vacation Rollover - 80 Hours Maximum
Table Method
VR (Vacation Roll Over Table)
Table Type
R (Calculate rollovers)
Lower Limit
Upper Limit
Amount Rate
Limit Amount
99999999.99
80.00
Rollover Setup (P07RSW)
Field
Value
Benefit/Accrual Type
V (Vacation Accruals) or S (Sick Accruals)
Rollover Table
00002
ITD Limit
Populate, if applicable
Leave Balance Rollover Date Code
Defaults from Advanced DBA Information (P059117)
Related PDBA*
817 (Vacation)
*Do not associate a previously used pay type or accrual to more than one accrual; doing so yields unreliable available amounts