Mid Year hired employee and accruals based on month joined

Tasks: Edit Time Off Plan

If the employee joins the company during the mid of  the year, usually the Absence quota will be lesser accordingly. If the number of days is given based on a lookup table, we can set it up like this.

We need to setup another accrual and for the scheduling we can use a Workday delivered Scheduling: Worker Hired Mid-Period

Let's say if employee joins on: 
February = 10 Days
March     = 9 Days
April        = 8 Days
May        = 7 Days
June       = 6 Days
etc....

Create the lookup table that matches the logic required. The Numeric Search Criteria chosen is detecting a Workday delivered Month: Worker Hire Date - Month

Link the lookup table above in Lookup Calculation. 

Absence Accruals based on Years of Service and accrues in January each year

Task: Edit Time Off Plan

Assume you have a requirement to accrue employee's absence quota during January, beginning of the calendar year. The other requirement is that the quotas given is dependent on the Years of Service of the employee.

As per screenshot below, in the Accrued in Period field, only period 01/01/2019 - 31/01/2019 has accruals.

You need to setup accruals and assign it to the Time Off Plan

Drilling down the Accrual, you will need to setup the calculation and the Scheduling.

There were 2 logic here setup in the Scheduling field:

1. We want to set an effective date beginning January 01, 2019 onwards

2. We want to schedule this on every January

Setup a Value Comparison Calculation and enter Period: Period Start Date is greater than or equal to January 1, 2019

We can use a Workday delivered Value Comparison Calculation Scheduling: Period End Date Month = 01 (January) to schedule this every January.

Next, drilling down the Calculation under the Accrual, we setup the number of days to be given.

0 - 4 years     = 10 Days
5 - 9 years     = 13 Days
10 - 19 years = 17 Days
> 20 years     = 20 Days

Assume we have a requirement based on the above table and the lookup table has been setup, we need to setup a Lookup Calculation to link it to this lookup table. On the first column, we can link it with the lookup table above that was setup. On the next column, we identify how to get the search value.

We are using the Worker's Continuous Service Date compare it with Calendar Year's Last Date and using the Interval Year to only obtain the Year value. For example, employee joins on 11/09/2016 and current period is Oct/2019. Workday will use 11/09/2016 vs 31/12/2019 and calculates 3 year and 3 months, but will only return the year value which is 3.