Rostered Days Off

There are two methods for tracking Rostered Days Off (RDOs):

Method 1:

1. Set up an Accrual Rule for RDOs. This should be an arrears rule and the When set as Up To Date. The How Much will be X hours per year.

   To determine the number of hours, take the RDO accrual per week ÷ the number of RDOs per year, then divide by 52 x (365 ÷ 7) = yearly accrual hours when setting up the accrual.

   For example: for an accrual RDO for a 38 hour week, the number of hours for the year would be 99.07. The formula used is:

   ((7.6 x 13) ÷ 52) x 52.14285714 (365 ÷ 7)) = 99.07

   13 is the number of RDOs per year. This example is based on a weekly pay, so it will require you to adjust the formula if paying less frequently.

2. Set up a pay transaction type for Rostered Days Off. On the Main tab set the Method to Rate Modifier, the Transaction type to the Ordinary Hours transaction type and enter a Modifier of 1.
3. On the Configuration tab, include the transaction type in any accumulators that apply. The Taxable Accumulator must be selected.
4. On the Balances tab, select Balance Accrual, Print on Pay Slip, and Auto Create for new employee (if required). Also select Accrual rule must be specified, and set the Default rule to the one set up in Step 1 above.

Note: You can monitor the RDO hours accrued in Employee Maintenance on the Transactions / Balances tab.

Method 2:

1. Set up a pay transaction type for Ordinary Hours (if one does not exist already).
2. Set up a pay transaction type for Rostered Days Off.
3. On the Main tab, set the Method to Rate Modifier, the transaction type to the Ordinary Hours transaction type set up in Step 1 above, and enter a modifier of 1.
4. On the Configuration tab, include the transaction type in any accumulators that apply. You must select the Taxable Accumulator.
5. On the Balances tab, select Balance Accrual, Print on Pay Slip, and Auto Create for new employee (if required).
6. In Employee Maintenance, on the Payroll / Pay tab, select the Ordinary hours transaction type and enter the number of hours for the pay period — for example, 40 hours if weekly. On the next line, select the RDO transaction type and enter the hours to be accumulated each pay period as negative — for example, -2 if weekly.

As each pay is processed the system will accrue, in the above example, two hours. When the RDO is taken, reduce the ordinary hours from 40 to 32 and then enter the RDO transaction type with a quantity of 8 hours. The -2 hours should remain for the week the employee is paid the RDO.

The RDO hours accrued can be monitored in Employee Maintenance on the Transactions | Balances tab.

If using Classifications and all employees that have that classification are to accrue the same number of hours, the negative hours can be entered against the classification rather than on each employee.