LP plan 24 hours per year, prorated for new hires

Looking to see if anyone has a plan set up to accommodate giving employees 24 hours on Jan1 but then employees hired between Jan through June will get 24 hours immediately, employees hired July through December will get 12 hours. No carryover. I've never created a plan exactly like this before and want to automate it.

Any help is appreciated.

Full policy is:

Full time employees shall receive a bank of 24 hours of FLEX time per calendar year; prorated for part time FTE status, after the completion of 90 days of employment.
New full-time employees that begin employment January through June shall receive 24 hours FLEX time for the calendar year; prorated for part time FTE status.
New full-time employees that begin employment July through December shall receive 12 hours FLEX time for the calendar year; prorated for part time FTE status.

FLEX hours are loaded on 1/1 and is available for immediate use.
FLEX may be taken in the shortest increments as permitted by the payroll system (15 minutes)
FLEX time is not eligible to carry/roll over to the next calendar year.

Status Changes

Full time employees who change their status to part time mid-year shall not have a reduction to their FLEX time balance; FLEX hours will appropriately adjust to the part time hour allotment on 1/1 of the following calendar year.
Part time employees who change their status to full time mid-year shall receive a deposit of 12 FLEX hours effective with the date of the status change.

Gelangens_Anlage_Entwurf.pdf

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Comments

unknown

Margie, we have a sick plan set up that gives employees an allotment of 24 hours as of jan 1 or their hire date (no proration) for July-Dec hires). Allotment becomes available 90 days after their hire date, and they can carry over a certain number of hours. So not exactly what you are looking for but similar. I would be happy to share an LP201 if you can use it and no one responds with anything closer.

plancor

There may be a better way, but our plan allots employees a given number of hours (based on employee groups) each Jan 1. A new hire is also allotted the same hours upon hire. Our new hire workflow calculates the negative adjustment for prorated hours (based on month hired and employee group full allotment) and adds an LP70 for the negative adjustment.

unknown

plancor - very clever use of lp and process flow together!!!

sriman-shivakoti

pbelsky,

If you can send me your LP201, I'd appreciate it - mgyurisin@summithealth.org

The workflow idea is intriguing. I am not sure we could get it set up quickly within our organization.

Thanks.

Jill

So, our plan is very similar except for the fact that anyone who is hired after 1/1 we manually enter the PTA hours for them. The accrual only runs once in our plan at the beginning of the year. We manually enter the hours for new hires in LP70.2. Hours do not carry over. Our accruals also adjust for part timers….based on the FTE status. I can send the LP201, or answer other questions for you.

unknown

plancor - Do you create a separate LP02 and Allotment table for each Employee Group? We are setting up an annual allotment plan for a group of employees and there is 1 exception in the group. Wondering if the easiest way to handle this is to just up an EE Group for the exception employee and have a separate LP02 & allotment table. Or is there a better way?

plancor

Yep, we have an LP02 for each Employee Group. Each LP02 has a unique allotment table (LP04.3). However, if the exception is just one employee, you could possibly use the LP31.1 Override Tables tab to set a special table for the one employee.

unknown

Thanks! I have never paid attention to the Override Tables tab. Do I need to check the Master Override box on the LP31 Main tab or is adding the Allotment table to the Override Tables tab enough?

0911060553270289.pdf

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