Frequency Grant Accrual Rule

The number of occurrences in the grant period. For example, if employees accrue their grant amount biweekly, select Weekly as the Frequency, and enter 26 (because the rule is active 26 out of 52 weeks) in the Grant Period in frequency field.

Note: Additional recurrence types, such as biweekly and bimonthly, must be configured in Pay Setup > Entitlements in the Recurrences tab.

This setting converts the amount the rule grants into the associated balance units, if they are different, in the form of an arithmetic expression.

For example, if your organization considers a day to be eight hours, the following conversion formula performs the conversion: {g} * 8

Dayforce substitutes the token {g} with the value specified in the Grant amount field.

See Entitlements Conversion Formula Library.

The conversion formula can be more employee-specific by using variables within the formula: 

• {EMP_DAILY_HR} uses the value from the Average Daily Hours field in each employee’s record in People in the Employment > Employment Settings screen.
• {EMP_WEEKLY_HR} uses the value from the Normal Weekly Hours field in each employee’s record in People in the Employment > Employment Settings screen.
• {EMP_JOB_RATE} uses the value from the Rate Level field in each employee’s primary work assignment record in People in the Work > Work Assignments screen. If the employee isn’t assigned a job step rate, Dayforce uses the value in the Rate field.

This setting allows you to specify employee-specific additions that are applied when Dayforce calculates the total grant for the year so that Dayforce grants a standard amount of a balance to each employee, plus any additions or ‘grant accelerators’ specified on the employee’s records.

For example, Dayforce grants 15 vacation days per year, except in special cases some new hires should be granted 20 vacation days per year.

When an employee property is selected, Dayforce adds the value specified in the selected employee property on employee records to the rule’s grant amount. Any employees with a value set for the selected employee property will have an accelerated grant amount for the entitlement rule configured with a value selected.

Note: This functionality uses the additional employee properties functionality, defined in HR Admin, with some caveats. When defining an employee property to be used as a grant accelerator, the Data Type must be set to Numeric. Typically, the Assignable is set to Many at a time so that multiple accelerations of the same employee property with different effective dates might be defined for a single employee. Grant accelerations are only valid for the effective date range supplied when specifying the value for the relevant property in People in the Employment > Employee Properties screen. If an employee changes entitlement policies the grant acceleration will become inactive on the date the entitlement policy change comes into effect.

By default, Dayforce applies grant accelerations that are effective at any point during the balance period for the whole balance period. For example, a grant acceleration effective starting June 1, 2013 would be included for the whole balance period starting January 1, 2013.

With this checkbox selected, Dayforce only applies the grant accelerations that are effective on the date that the rule is running. In the example above, Dayforce wouldn’t apply the grant acceleration until June 1, 2013.

Note: To ensure that the grant is prorated correctly, the Frequency Grant Reset Rule must be configured with the Prorate grant on rollover recurrence checkbox selected.

Select this checkbox to configure the rule so that when an employee is assigned a new entitlement policy mid-month, Dayforce doesn't apply the entitlement policy until the start of the next month.

For example, an employee is assigned a policy on January 1 that entitles them to 10 vacation days. On September 13, the employee is assigned a different policy that entitles them to 15 vacation days. With this checkbox selected, the employee’s updated prorated grant is 11.25 days (10 days/12 months * 9 months + 15 days/12 months * 3 months).

Select this checkbox to configure the rule so that when an employee is assigned a new entitlement policy mid-month, Dayforce applies the entitlement policy from the start of the month during which the policy changed.

Continuing the example above, with this checkbox selected, the employee’s updated prorated grant is 11.67 days (10 days/12 months * 8 months + 15 days/12 months * 4 months).

With this checkbox and the Prorate Beginning Year Hire checkbox in the Frequency Grant Reset Rule selected, Dayforce grants new hires a prorated amount based on when they are hired. This setting is for employees who are hired in January.

For example, say an employee is hired in January and begins working during the last week of the month. The employee is entitled to 120 vacation hours per year, accrued at a rate of 2.307 hours per week (120 hours/52 weeks). By default, when this checkbox is cleared, Dayforce grants the employee all 120 vacation hours, accrued at a rate of 2.449 hours per week (120 hours/49 weeks). With this checkbox selected in both rules, Dayforce prorates the employee’s grant amount to 113.04 hours (2.307 hours * 49 weeks), and the employee accrues the hours at a rate of 2.306 hours per week (113.04 hours/49 weeks).

With this checkbox and the Prorate Mid Year Hire checkbox in the Frequency Grant Reset Rule selected, Dayforce grants new hires a prorated amount based on when they are hired.

For example, an employee is hired in September, and they are entitled to 15 vacation days per year. By default, with this checkbox is cleared, Dayforce maintains the previous default behavior where the employee is granted all 15 vacation days, accrued at a rate of 3.75 days per month. With this checkbox selected in both rules, Dayforce prorates the employee’s grant amount to five, and the employee accrues the days at a rate of 1.25 days per month.

By default, Dayforce uses Jan 1 as the start of the year when calculating proration. Select this checkbox and Dayforce uses the start date specified for the entitlement’s rollover recurrence instead.

For example, an entitlement is configured with an Annual rollover recurrence. In Pay Setup > Entitlements in the Recurrences tab, the Annual recurrence is configured with Birth Date selected in the Start Date Type drop-down list. With this checkbox selected, the rule would use the employee’s birth date as the start of the year when calculating proration.

Important: When this setting is enabled, Dayforce still uses Jan 1 as the start of the year for new hires because they won’t have a previous rollover date during their first year of employment.

The direction in which the rule rounds the grant amount for the balance period to the nearest decimal place set in the To The Nearest field. The following options are available:

• Up: Round up the grant amount to the nearest decimal place. For example, 0.25 being rounded to the nearest 0.5 would be rounded up to 0.5.
• Down: Round down the grant amount to the nearest decimal place. For example, 0.25 being rounded to the nearest 0.5 would be rounded down to 0.
• Midway: Either round up or round down the grant amount based on what is closest to the nearest decimal place. For example, 0.25 being rounded to the nearest 0.5 would be rounded up to 0.5. Whereas, 0.24 being rounded to the nearest 0.5 would be rounded down to 0.

Enter the nearest decimal place the rule should use when rounding the grant amount in the direction set in the Rounding Direction drop-down list. This field only accepts decimal values that are greater than 0 and less than or equal to 1. Additionally, when you divide 1 by the value entered in this field, the quotient should be a whole number. For example, if you enter 0.5, 1 divided by 0.5 gives a quotient of 2. Entering 0.4 wouldn’t work because 1 divided by 0.4 gives a quotient of 2.5, which isn’t a whole number. In this case, a validation error message is shown.

Important: To enable the rounding functionality using the Round up and Rounding formula settings, ensure that the Prorate Mid Year Hire checkbox is selected before configuring the following settings.

Enter one of the following rounding formulas: 

• Enter {EMP_DAILY_HR} to round up grants based on average daily hours.
• Enter {EMP_WEEKLY_HR} to round up grants based on normal weekly hours.

Select this checkbox to prorate grant-based balances for terminated employees on recurrence dates. When this checkbox is selected and the entitlement rule engine runs on a recurrence date, the engine determines when the next recurrence date is and checks for the Terminated employment status among employees. If the rule engine determines that an employee is terminated at the next recurrence date, the employee doesn’t receive the balance from that recurrence date and onward.

Important: For this setting to work effectively, managers or system administrators should enter an employee’s termination date in Dayforce at the earliest possible time. If an employee’s status is changed to Terminated retroactively and the grant balance is recalculated, the remaining grant value might be calculated incorrectly.

When this checkbox is selected, Dayforce doesn’t divide the balance by 12 which is the typical behavior for grants. Rather, Dayforce prorates the grant based on the number of full recurrences worked.