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Question: How Does Leave Accrual Process Works in Peoplesoft? What Are The Different Setups Needed?

The document discusses the leave accrual process in PeopleSoft. It explains that PeopleSoft uses base benefit tables to set up sick and vacation plans where accrual rules are defined. The main purpose is to accrue leaves based on the plan setup and maintain employee balances. Valid plan types for leave plans are 50-59 and 5A-5Z. The leave plan table allows defining service and accrual rules. The setup specifies how leave accrues based on service length or hours worked. Accrual rates and units are defined for different service periods. The award frequency determines how often accrued time is awarded to employees. This is part 1 and part 2 will continue with additional setups.

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100% found this document useful (1 vote)
284 views4 pages

Question: How Does Leave Accrual Process Works in Peoplesoft? What Are The Different Setups Needed?

The document discusses the leave accrual process in PeopleSoft. It explains that PeopleSoft uses base benefit tables to set up sick and vacation plans where accrual rules are defined. The main purpose is to accrue leaves based on the plan setup and maintain employee balances. Valid plan types for leave plans are 50-59 and 5A-5Z. The leave plan table allows defining service and accrual rules. The setup specifies how leave accrues based on service length or hours worked. Accrual rates and units are defined for different service periods. The award frequency determines how often accrued time is awarded to employees. This is part 1 and part 2 will continue with additional setups.

Uploaded by

peterlasking
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Question: How does Leave Accrual Process works in PeopleSoft? What are the different setups needed?

Answer: I will be covering the answer in different parts; This will be Part-1 which will cover the basics of
Leave

Accrual

Process

in

PeopleSoft.

PeopleSoft provides Base Benefit tables where we can provide the accrual rules for Sick and Vacation Plans.
The main purpose of leave accrual process in PeopleSoft is to accrue leaves based on the plan setup and
maintain

employee

leave

balances.

Every benefit plan in PeopleSoft is distinguished by a unique combination of plan type and plan name. Use
the Plan Type field to enter the plan type for the employee. Plan type is a unique identification code. Valid
plan types for leave plans are 50-59 and 5A - 5Z. Plan Type of 50 is for Sick Plan and 51 is for Vacation Plan.

Benefits tables store leave plans and accrual balances. The Leave Plan table allows you to define service and
accrual

processing

rules

for

your

leave

plan

Set Up for Leave Accrual: Set up HRMS -> Product Related -> Base Benefits -> Plan Attributes -> Leave
Plan

Table:

On this setup table, you specify how your leave time should accrue, i.e. is it based on the length of service
or

based

on

the

number

of

hours

you

work

in

each

pay

period;

For Example, if you want to accrue 8 hours per month if the service length is between 0 to 23 and should
accrue 10 hours per month for any service above 24 months, then you would use the following setup:

Service

Accrual

Unit

Rate

Units

would

would

be:

be:

Hours

Months

per

Month

In the Accrual Rate Values grid, you would have 2 lines. One with 0 Service Months and 8 Hours per month

and

second

line

with

24

Service

Months

and

10

Hours

per

month;

In the setup table, based on Accrual Rate Units the award frequency determines how often accrued time is
awarded to the employees. If the award frequency indicates First Run of Year which means that time is
awarded only once, during the first Accrual Processing run of the year for most employees, or during the
first run in which a newly hired employee is eligible to be awarded accrued time. If the award frequency
indicates First Run of Month, during the first Accrual Processing run of each month, each employee will be
checked to see if time should be awarded, and if so, how many hours. Accrued hours are awarded during the
first run of each week when Weekly frequency is selected. If Hourly frequency is chosen, each employee will
be checked during every Accrual Processing run; if additional service hours have been posted to the
employee's

records

by

payroll

processing,

additional

This will be Part 1; Will Continue with setups in Part 2....

time

may

be

calculated

and

awarded.

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