Entitlement Policies

Entitlement policies control how employees earn the balances that are used for TAFW requests, like vacation, sick, or personal days. Each balance is earned based on an entitlement in the entitlement policy. Entitlement policies are made up of several components that describe:

• When, or at what frequency, employees earn more balances. For example, you can let employees earn vacation every pay period, quarterly, or monthly. This frequency is referred to as an entitlement's “recurrence.”
• Whether entitlements are paid out, transferred, or reset at the end of the balance period. For example, you can let employees carry over only five vacation days at the start of every year. This setting is referred to as the “rollover recurrence.” Entitlements can also use an employee's Hire Date as a roll over recurrence so that balances can rollover/reset on the Annual Hire Date instead of on a specified date (such as January 1).
• Whether employees with more seniority earn a larger balance.

   For example, you can configure the entitlements so that employees with:

  • 0–3 years of service receive 10 vacation days a year.
  • More than 3 years of service receive 15 vacation days a year.
• Whether employees are paid their remaining balance at termination.
• How many units of each entitlement employees earn.

With the entitlements in each entitlement policy, you can configure different accrual rates. You can also control how the system treats the balance at termination or the balance period end for the different types of balances, like Vacation, Sick, or Personal.

Note: Entitlement shortnames and longnames must be unique. When Activate tries to install an entitlement name that exceeds the length requirements, it truncates the shortname or longname and appends an integer value.

Note: For information on importing New Zealand Holiday Act templated data configurations in a single import, see the NZ Holiday Act Templated Configuration Wizard.

To add entitlement policies and configure entitlements in them:

Configuring entitlements in Activate involves:

1. Adding a new entitlement policy.
2. Adding entitlements to the entitlement policy.

   When adding the entitlement, select from a preconfigured template that you can tweak or click Build Your Own.

3. Answering questions that configure the underlying elements that make up an entitlement policy in Dayforce.

Note: Information gathered from the Getting Started wizard isn’t used in the creation of entitlement policies.

Prerequisites

Gather your organization's entitlement and time away from work policies to use in the creation of your entitlement policies.

Key concepts

Entitlement policies

You can use entitlement policies to group related entitlements. For example, you can define an entitlement policy for salaried employees and a second entitlement policy for hourly employees.

Levels

The levels of an entitlement control the rate at which employees at different levels of seniority earn their balances.

Tasks

To add entitlements:

To install entitlement policies:

To add entitlement policies:

To update entitlement policies:

1. To update entitlement policies on the page that haven’t yet been installed:

   How to update entitlement policies that haven't yet been configured

   To...	Click the...
   Rename an entitlement policy	Pencil icon to the left of the entitlement policy name and rename the entitlement policy.
   Copy an entitlement policy	Copy Policy button to the right of the entitlement policy name and select the entitlement policy to copy.
   Delete an entitlement policy	Pencil icon to the left of the entitlement policy name and click Delete and then click Confirm Delete.

2. When the changes are complete, click Done.

To edit entitlements:

To edit levels:

To edit qualifiers:

To update entitlements:

1. To update entitlements on the page that haven’t yet been installed:

   How to updated entitlements that haven't yet been configured

   To...	Click the...
   Copy an entitlement	Hover over the entitlement, click Copy Entitlement, and select the policies to copy the entitlement to.
   Delete an entitlement	Hove over the entitlement, click Delete Entitlement, and then click Delete to confirm the deletion.

2. When the changes are complete, click Done.

Results

Entitlement policies and balances are installed in Dayforce on the Pay Setup > Entitlements > Policies page. The Seniority Qualifiers are configured with the respective scales (for levels), and the Start Type is selected. If any recurrences previously installed by Activate meet the requirements for the newly added entitlement, Activate reuses the existing recurrence for the newly installed entitlement configuration. If they don’t meet the requirements for the newly added entitlement, Activate installs the new recurrence.

The following Australian NES Entitlement template configurations are installed in Dayforce:

• AUS Annual Leave
• AUS Annual Leave Half Pay - Initialize
• AUS Annual Leave Loading
• AUS Annual Leave Loading Carry-Over
• AUS Annual Leave Projection
• AUS Compassionate Leave
• AUS Family and Domestic Violence Leave
• AUS Personal/Carer's Leave
• AUS Personal/Carer's Leave Carry-Over

Click View Installed Dayforce Elements in Activate Central to view an Entitlement Policies summary report. Review the report to verify the entitlement policies installed by Activate. See Dayforce Activate Summary for more information about this report.

Click View Activate Selections to download an Excel or CSV file containing every policy added up Activate in the Entitlement Policies wizard. This file includes the questions, answers, and amounts entered. See Activate Selections Reports for more information about this report.

The links to these reports stay visible, even if you run the wizard again to add more elements. The link is available in the Entitlements section in Activate Central.

Updates in Dayforce

This wizard updates the Entitlements page in Dayforce (Pay Setup > Entitlements and Pay Setup > Balances).

Next steps

• Use the Mass Employee Policy Changes feature to assign entitlement policies to employees.
• Associate the payroll earning codes to balances, as needed.
• Load starting balances and test configurations.

Questions

What type of balance does this entitlement apply to?

Creates the balance and pay code tied to the balance that shows in the time off request in Dayforce. If you select Other, enter the balance name that you want to configure.

Options include:

• Vacation

  If you click Vacation for this question and:

  What Activate installs based on how you answer the questions

  For this question...	You select...	Activate installs...
  Is this balance tracked in currency-based units or time-based units?	Currency	The pay codes for this entitlement with the pay category “Vacation” (inclusive of the “Vacation” pay code, “Vacation pay out” pay code.
  When using the balance, are employees paid or unpaid for the time used?	Paid

• Sick

  If you click Sick for this question and:

  What Activate installed based on how you answer the questions

  For this question...	You select...	Activate installs...
  Is this balance tracked in currency-based units or time-based units?	Currency	The pay codes for this entitlement with the pay category “Sick” (inclusive of the “Sick” pay code, “Sick pay out” pay code.
  When using the balance, are employees paid or unpaid for the time used?	Paid

• Personal
• Floating
• Paid Time Off
• Other

In your own words, describe your entitlement.

Make the description detailed enough to identify the major entitlement rules, like: recurrence, accrual rate, roll over rules, and entitlement limits. This field expands, so you can enter as much text as needed to describe the entitlement adequately. The description is informational only and won’t be configured in Dayforce.

Are inactive employees eligible to accrue this balance?

• Yes: Active and inactive employees accrue this balance. Activate installs all Dayforce entitlements with the “Include Inactive Employee” option set to enabled. Activate also installs an Employee Qualifier to each Award/Grant/Prorate rule in the entitlements (for example, all Carry Over/transfer/pay out rules continue to accumulate when an employee becomes inactive.)
• No: Only active employees accrue this balance. Activate installs all Dayforce entitlements with the “Include Inactive Employee” option set to enabled and also installs an Employee Qualifier to each Award/Grant/Prorate rule in the entitlements. (When an employee becomes inactive, all Carry Over/transfer/pay out rules continue to accumulate.)

Note: In Flight Entitlements default to No for this question. This option is cleared for entitlements with only the Employment Status option selected on the Qualifiers page and the answer to Do specific employee attributes drive employee eligibility for this entitlement? is set to No.

Is this balance tracked in currency-based units or time-based units?

Indicate whether the units assigned to the balance are set to currency-based or time-based.

• Currency-based: The balance is tracked based on the employees' regional currency unit. When employees use the balance, Dayforce converts the currency amount into minutes by using the employees' base rate in their status records. When you select this option, employees earn a balance based on actual hours paid using the Prorated Payroll Earning rule.

  If you click Currency-based for this question and:

  Options when you select the Currency-based option

  For this question...	You select...	Activate installs...
  What type of balance does this entitlement apply to	Vacation	The pay codes for this entitlement with the pay category “Vacation” (inclusive of the “Vacation” pay code, “Vacation pay out” pay code.
  	Sick	The pay codes for this entitlement with the pay category “Sick” (inclusive of the “Sick” pay code, “Sick pay out” pay code.

• Time-based: The balance is tracked in either hours or days. Activate collects the specific time unit of this balance on the next page. This option is the default.

When an employee requests time off for the currency-based balance, should Dayforce calculate the decrement of the balance based on the rmployee’s normal Base Rate or Vacation Rate in their status records?

This question shows if you selected Currency-based for the question Is this balance tracked in currency-based units or time-based units?.

If employees are paid at a rate other than their normal Base Rate for their time off, Dayforce can store a separate Vacation Rate to accommodate this requirement. This Vacation Rate is used to calculate pay for the time off taken and the amount to decrement the currency-based balance when the time off is taken. This parameter controls the rate token (EMP_VAC_RATE vs EMP_BASE_RATE) used for the conversion formulas in the balance unit. You’ll need to configure separate pay policy rules if the time off rate of pay is set to Vacation Rate.

Can employees use more than what they have accrued/earned?

This question shows if you selected Unpaid for the “When using the balance, are employees paid or unpaid for the time used?”

The question controls whether the minimum value of zero is set on the entitlement ruleset levels or not.

• Yes: Activate sets the minimum value on all levels for each entitlement that it installs into Dayforce as follows:
  • NULL for the accrual, carry over, and any associated “init” entitlements.
  • 0 for restricted/probation, prior year, annual usage limit entitlements, and termination entitlements (and any others not covered).
• No: The behavior remains the same. Activate continues to set the minimum value to zero.

When using the balance, are employees paid or unpaid for the time used?

Indicate whether the employee should be paid when the balance is used. This question controls whether the pay code tied to the balance is associated with the unpaid pay category or not.

Unpaid balances don’t show on the Earning Statement by default. You can enable the display in Pay Setup > Balances after installation, if required.

• Paid: Activate associates a pay code with a category of PTO to the balance.

  If you click Paid for this question and:

  What Activate installs based on how you answer the question

  For this question...	You select...	Activate installs...
  What type of balance does this entitlement apply to	Vacation	The pay codes for this entitlement with the pay category “Vacation” (inclusive of the “Vacation” pay code, “Vacation pay out” pay code.
  	Sick	The pay codes for this entitlement with the pay category “Sick” (inclusive of the “Sick” pay code, “Sick pay out” pay code.

• Unpaid: Activate associates a pay code with a category of UNPAID to the balance.

Does an employee have access to the FULL annual amount at the beginning of the balance year and accrue it back throughout the remainder of the year?

Indicate if the employee has access to the full benefit before it’s earned. For example, the employee is given access to 80 hours on January 1 but accrues at a rate of 6.667 hrs. per month during the year (80/12 = 6.667). If you selected Currency-based as the method for tacking the balance, this question doesn’t show and defaults to No.

• Yes: The employee has access to the full annual benefit balance at the beginning of the balance year.
• No: To gain access, the employee must accrue the benefit balance during the year.

Note: Activate installs the First Year Grant Configuration for Additional Time Intervals if:
- The answer to this question is Yes, and
- The answer to the question Which time interval do you use to define an employee's length of service when determining the amount of balance they should accrue with this entitlement? is one of the following: Months of Service, Weeks of Service, Days of Service, or Calendar Years.

When does the balance year start?

Indicate the annual start date for balance accruals.

How often do employees accrue a balance in this entitlement?

Indicate when accrual balances are awarded.

During an employee's first year, do they receive an amount different than normal?

Indicate if employees receive an amount different than normal their first year.

When is the first-year award given?

Indicate when the first-year award is given.

Which pay cycle is used to calculate the accrual?

Select the pay cycle to use to calculate the accrual. If you selected Currency-based as the method for tracking the balance, this field doesn’t show. Prorated accruals are available only on Weekly and Bi-Weekly (Every 2 Weeks) pay periods.

Note: Prorated accruals are available only on weekly and Bi-Weekly (Every 2 Weeks) pay periods.

• Every Week (Weekly) next starting on Month XX, YYYY
• Every 2 Weeks (Bi-Weekly) next starting on Month XX, YYYY
• Every Month (Monthly) next starting on Month XX, YYYY
• Twice per Month (Semi-Monthly) next starting on Month XX, YYYY

How is the amount awarded?

This option controls whether the Award Balance Amount rule or the Prorate Worked Minutes/Prorate Earning rule is used. If you selected Currency-based as the method for tacking the balance, this question doesn’t show and defaults to Based on actual hours paid.

• Fixed Amount: The employee is awarded a predefined amount/balance amount. The amount is fixed based on the frequency of the recurrence. It can be accrued each period, or awarded as a lump amount at the start of the balance period.
• Based on actual hours paid: The employee earns a balance amount that is calculated based on an employee's hours. This option uses one of the two prorated rules in the entitlement setup in Dayforce, when appropriate.

Note: Entitlements can be configured with Daily Recurrences for both Fixed Awards and Prorated Accruals. Employees accrue and are awarded their balance amounts daily. Prorated values look back on the current day and are awarded based on the hours worked and the rate specified on the Levels page. Fixed awards award the value specified on the Levels page.

What determines the frequency at which the amount is awarded?

Define how often an entitlement is awarded/accrued.

Which pay cycle is used to calculate the accrual?

The pay cycle used to calculate the accrual.

What is your workweek?

The days of the week that are considered part of your employees' work cycle when employees work.

Will the employee stop accruing once their current balance has reached a maximum limit?

Indicate if you’ll set a limit to stop the entitlement accrual when a specified balance amount is reached. If you selected Currency-based as the method for tacking the balance, this question doesn’t show and defaults to No.

• Yes:Employees who earn the balance multiple times throughout the year, or are eligible to rollover their prior year balance, are only able to earn or rollover up to a maximum amount. The maximum balance limit values are defined on one of the following pages.

Is the entire balance rolled over?

Controls whether a maximum amount can be set. When set, Activate installs the maximum on the Balance Carry Over rule that applies to the rollover. This question defaults to Yes and doesn’t show. Roll over is selected for the question “What happens to an employee's remaining balance at the end of the year or annual period?”

• Yes:
• No: Activate collects the maximum rollover amount on the following pages of questions.

Is there an additional restriction on how much can be accrued within a calendar year?

• Yes: Employees aren’t allowed to accrue more than a certain amount in a year.
• No: Employees can accrue up to the limit of the balance. Then, they must use some of the balance before they can accrue more.

Is the restriction based on the amount that can be accrued within the current year only; or does any previously unused balance amount limit how much additional can be accrued in the current year?

This question only shows if you selected Yes for the question Is there an additional restriction on how much can be accrued within a calendar year?.

Note: If you click Yes to this question, the entitlement will be configured to rollover unused balance amounts into the next balance year.

• Current year accrual only:
• Combined previous year unused and new accrual: This option is the default for Colorado.

What happens to an employee’s remaining balance at the end of the year or annual period?

Indicate if the entitlement's balance carries over (if at all) from one rollover recurrence to the next. These options can potentially impact rehires.

The entitlement balance can be set to:

• Roll over: Carry the balance over for the employee to use in the next year or annual pay period. For currency- based balances, when you select this option, the question Is the entire balance rolled over? doesn’t show and defaults to Yes.
• Transfer: Transfer the balance into another balance for the employee to use in the next year or annual pay period. If you select this option, Activate creates a separate prior year balance. For currency-based balances, when you select this option, the question Is the entire balanced transferred? doesn’t show and defaults to Yes.
• Pay out: Pay out the balance to the employee based on the employee's rate at the time of the pay-out.
• Resets: The balance is lost and the entitlement balance resets to zero at the end of the balance period.

What happens to an employee’s current year balance upon termination?

• Reset Immediately: The current year's balance is lost and set to zero upon the employee's termination.
• Reset After a Number of Days: After a given number of days following the employee's termination date, the current year's balance is lost and set to zero unless the employee is rehired within that time. When you select this option, the question How many days can pass between the termination and rehire data for an employee to be eligible to keep their previous balance? shows.
• Payout: The current year's balance is paid out to the employee using their base rate at the time of termination.
• Do Nothing: The balance amount remains unchanged at the employee's termination.

How many days can pass between the termination and rehire date for an employee to be eligible to keep their previous balance?

This question shows if you selected Reset After a Number of Days for the question “What happens to an employee's current year balance upon termination?” The value you enter in this field creates a new entitlement in Dayforce called One Time - Reset after <Number of Days> from Termination.

Activate installs a Balance Carry Over rule to clear the balance after the number of days set in this question when the employee is still terminated.

What happens to an employee’s prior year end balance upon termination?

Set the employee's prior year balance to one of the following.

• Reset Immediately: The current year's balance is lost and set to zero upon the employee's termination.
• Reset After a Number of Days: Following the employee's termination date, the current year's balance is lost and set to zero after a given number of days, unless the employee is rehired within that time. When you select this option, the question “How many days can pass between the termination and rehire data for an employee to be eligible to keep their previous balance?” shows.
• Pay out: Activate configures the entitlement to pay out the employee's balance. This method is similar to the pay-out method based on the employee's base rate at the time of pay-out upon the employee’s termination. A new balance period starts with the balance set to zero effective 1 day after the employee's termination date.
• Do Nothing: The remaining balance amount remains the same at the time of the employee termination.

How many days can pass between the termination and rehire date for an employee to be eligible to keep their previous balance?

This question shows if you selected “Reset After a Number of Days” for the question “What happens to an employee's current year balance upon termination?”

The value you enter in this field creates a new entitlement in Dayforce called …One Time - Reset after <Number of Days> days from Termination.

Activate installs a Balance Carry Over rule to clear the balance after the number of days set in this question when the employee is still terminated.

On what day does the next balance year start?

Indicate the start date for the next balance year.

Is the entire balance transferred?

Indicate whether the entire balance is transferred at each transfer recurrence. If you selected “Currency-based” as the method for tacking the balance and Transfer” for the question What happens to an employee’s remaining balance at the end of the year or annual period?, this question defaults to Yes and doesn’t show.

• Yes: The entire balance is transferred at each transfer recurrence.
• No: The entire balance isn’t transferred at each transfer recurrence.

Does the transferred amount have an expiration?

Indicate when and if the transferred balance expires.

Is there a maximum limit on the prior year balance amount?

• Yes: The employee can accrue up to the limit of the balance.
• No: There’s no limit.

What happens to an employee’s remaining balance upon termination?

• Resets: The current year's balance is lost and set to zero upon the employee's termination. Restricted probationary or transferred prior year balances won’ be reset by default.
• Pay out: The current year's balance is paid out to the employee using their base rate at the time of termination. The balance is set to zero one day after the termination.

  Note: Restricted probationary or transferred prior year balances won’t be paid out by default.

• Do Nothing: The balance amount is unchanged at the employee’s termination.

What time unit is this balance tracked in?

• Hours: Accrue entitlement balances in hours.
• Days: Accrue entitlement balances in hours.

Note: This question defaults to Hours and doesn’t show if you selected Currency-based as the method for tacking the balance.

Do newly hired employees have to complete a probation period as part of this entitlement?

• Yes: When you select this option, the question Do rehired employees also have to complete a probation period as part of the entitlement? shows.
• No

Do rehired employees also have to complete a probation period as part of this entitlement?

Controls whether Dayforce uses the employee's Original Hire Date or the Most Recent Hire Date as a reference to the start of the probation period.

This question shows if Yes was selected for the question Do newly hired or rehired employees have to complete a probation period as part of this entitlement?

• Yes: Enforces the probation period when the employee is rehired.
• No: Defaults to No if the question Do newly hired employees have to complete a probation period as part of the entitlement? is set to Yes. Activate does the following:

  What Activate updates based on whether employees can earn a balance

  If employees can...	Activate updates the installation for the following probation components in the Entitlement...
  Earn a balance during the probation and it’s restricted	Field Change Probation Restricted Award Entitlement's Probation Period Qualifier Start Date = original Hire Date (instead of Employee Hire Date) Recurrence assigned to the Transfer Restricted Entitlement Start Date Type = Original Hire Date (instead or Hire Date) Shortname = “One Time - <Days> Day After Original Hire.” Transfer Restricted Entitlement has its recurrence “One Time - <Days> Day After Original Hire” recurrence.
  Earn a balance during the probation and it’s NOT restricted	Field Change The Probation Level in the Award Entitlement Period Qualifier Start Date = Original Hire Date (instead of Employee Hire Date).
  Not earn a balance	The “First Level After Probation” level in the Award Entitlement has the Probation Qualifier set with the Start Date = Original Hire Date (instead of Employee Hire Date).

What time unit is this balance awarded in?

Indicate how the entitlement balance will be awarded. If you want to award x number of weeks for an employee's awards, you can track it in their balances as hours accrued. This method uses a built-in conversion formula. For example, an employee can earn 4 weeks of vacation annually and, as they accrue, it shows as x hours accrued on their Balances page.

How is the amount awarded?

Indicate how the entitlement hours are accrued when the unit is used to track the balance in hours.

Do employee earn this balance at different rates based on their seniority?

Determines if seniority drives employee entitlements.

• Yes: You can add more rows on the following Levels page.
• No: Questions related to seniority levels that aren’t applicable when employees don’t earn different rates based on their seniority are hidden.

Which time interval do you use to define an employee’s length of service when determining the amount of balance they should accrue with this entitlement?

• Years of Service: An accurate count of years by date. For example, an employee hired on March 16, 2018 completes their two years of service on March 16, 2020.
• Months of Service: An accurate count of month by date. For example, an employee hired on June 24, 2020 completes their 2 months of service on August 24, 2020.
• Weeks of Service: An accurate count of weeks by date. For example, an employee hired on July 8, 2020 completes their 2 weeks of service on July 22, 2020.
• Days of Service: An accurate count of days by date. For example, an employee hired on April 4, 2020 completes their 2 days of service on April 6, 2020.
• Calendar Years: The count of years is based on the calendar year. For example, an employee hired on February 10, 2020 starts their second year of service on January 1, 2020.

Note: Activate installs First Year Grant Configuration for Additional Time Intervals if the answer to this question is:
- One of the following: Months of Service, Weeks of Service, Days of Service, or Calendar Years, and
- The answer to the question Does an employee have access to the FULL annual amount at the beginning of the balance year and accrue it back throughout the remainder of the year? is Yes.

Please choose the probationary period that an employee must complete as part of this entitlement.

The probation period applicable to the entitlement.

Options include:

• 30 days
• 60 days
• 90 days
• Other (in days)
• Worked Hours
• Other (please describe): Enter a description.

During an employee’s probationary period, can they accrue balances as part of this entitlement?

Control whether the entitlement balance accruals are awarded during the probation period.

• Yes: The employee begins accruing the entitlement balance immediately according to the entitlement setup. However, usage of the balance might be restricted. If the accrual balance is restricted, the accrued entitlement balance is released to the employee at the end of the probation period.
• No: The employee doesn’t accrue any entitlement balance during the probation period.

Will the accrued balance remain restricted until their probationary period has ended?

• Yes: The employee can accrue the entitlement balance during their probationary period but can’t use it. After the probation period, any accrued values will become immediately available.
• No: The employee doesn’t accrue any balance during the probation period. Select No if the employee should have access to a probationary accrual amount.

If an employee is terminated prior to the end of their probationary period, what happens to the remaining balance upon termination?

• Reset Immediately: The balance is lost and the entitlement is set to start a new balance period for the balance effective 1 day after the employee's termination date.
• Reset after a Number of Days: When you select this option, the question How many days can pass between the termination and rehire date for an employee to be eligible to keep their previous probationary balance? shows.
• Pay out: Activate configures the entitlement to pay out the employee's balance. The configuration is similar to the payout method that is based on the employee's base rate at the time of the employee’s termination. A new balance period starts with the balance set to zero effective 1 day after the employee's termination date.
• Do Nothing: The remaining balance amount stays the same at the employee termination.

How many days can pass between the termination and rehire date for an employee to be eligible to keep their previous probationary balance?

This question shows if you selected Reset After a Number of Days for the question What happens to an employee's previous probationary year balance upon termination?

The value you enter in this field creates a new entitlement in Dayforce called ...One Time - Reset after <Number of Days> days from Termination.

Activate installs a Balance Carry Over rule to clear the balance after the number of days set in this question when the employee is still terminated.

What date is used to calculate the employee’s years of service?

• Original Hire Date: The employee’s original hire date.
• Most Recent Hire Date: The most recent date that the organization rehired the employee.
• Employee Seniority Date: An optional, additional field that is assigned to the employee's status record for tracking seniority. Seniority is based on a date other than the Original Hire Date or Most Recent Hire Date.
• Entitlement Seniority Date: The Entitlement Seniority Date is assigned to employees in the Additional Properties section of the employees' records. When you select this option, Activate sets the Start Date parameter in all of the Seniority Qualifiers to Entitlement Seniority Date during installation.

Is there a limitation on how much time can be taken within a year?

This question defaults to No Usage Limit and doesn’t show if you selected Currency-based as the method for tacking the balance.

• Annual Usage Limit: There’s a limit on how much can be used in a year, even if the employee has a balance available.
• No Usage Limit: The employee is free to use whatever balance they have.

What time unit is this balance tracked in?

• Hours: If you want to award x number of weeks for an employee's awards, you can track it in their balances as hours accrued. For example, an employee can earn 4 weeks of vacation annually and as they accrue, it shows as x hours accrued on their Balances page. If you want to award x number of days for an employee's accrual, it’s now possible and can be tracked in their balances as hours accrued. For example, an employee can earn 15 days of vacation annually and as they accrue, it shows as x hours accrued on their Balances page.
• Days

What time unit is this balance awarded in?

• Days: You can set the number of days you want employees to accrue on the Levels page.
• Weeks: You can set the number of weeks you want to accrue on the Levels page.
• Hours

Do specific employee attributes drive employee eligibility for this entitlement?

• Yes: You can select attributes that employees must meet to qualify for this entitlement.
• No: This option is the default for all predefined Entitlement templates.

Note: Entitlements with only the Employment Status option selected on the Qualifiers page default to No.

If Yes is selected, Activate adds the employee qualifiers to every level of the entitlements installed for the balance.

Which employee attributes affect eligibility for this entitlement?

Select the employee attributes that will determine whether an employee is eligible for this entitlement. After you select the attribute, Activate shows the corresponding questions.

Options include:

• Pay Class: Examples include Part-Time and Full-Time.
• Pay Type: Examples include Hourly and Salary.
• Job
• Work State/Province
• Employee Group
• Primary Work Zip/Postal Code: The primary work assignment Zip/Postal Code.
• Weekly Hours: The Weekly Hours assigned on the employee record.
• Hire Date: The Employee Hire Date.

Note: This question doesn’t show for entitlements with Employment Status selected along with any other attributes on the Qualifiers page.

Select the Employment Status(es) that apply for this entitlement:

Select the employment statuses to be used to determine employee eligibility for the entitlement.

Note: Dayforce awards entitlements only to active employees by default. There’s no need to create a qualifier just to make sure that the entitlement awards only to active employees. When you select one or more status values in this question to apply to this entitlement, Activate does not install the status qualifier on the rules that reset/payout upon termination. This functionality makes sure that the employee is paid without issue upon termination in Dayforce.

Do the selected Employment Status(es) above make employees eligible or ineligible for this settlement?

For the employee attributes you selected in the previous question, do one of the following:

Employment Status options

To use the employment statuses to make employees...	Do this...
Eligible for the entitlement	Select the Eligible option. Note: If you select at least one status that is tied to the Inactive or Terminated status group in the question Select the Employment Status(es) that apply for this entitlement with the Eligible option, Activate enables the Include Inactive Employees checkbox on all installed entitlements.
Ineligible for the entitlement	Don’t select the Eligible option. Note: If you don’t select all of the statuses that are tied to the Inactive or Terminated status group in the question Select the Employment Status(es) that apply for this entitlement with the Ineligible option, Activate enables the Include Inactive Employees checkbox on all installed entitlements.

Note: The Include Inactive Employees checkbox is selected for installed Termination Reset/Pay-Out DF entitlements, no matter the qualifier setup. The Include Inactive Employees checkbox is always enabled for the pay out and reset rules that get configured for terminations.

Select the Pay Class(es) that apply for this entitlement:

Select the pay classes to use to determine employee eligibility for the entitlement.

Do the selected Pay Class(es) above make employees eligible or ineligible for this entitlement?

For the employee attributes you selected in the previous question, do one of the following:

Pay Class options

To use the pay classes to make employees...	Do this...
Eligible for the entitlement	Select the Eligible option.
Ineligible for the entitlement	Don’t select the Eligible option.

Select the Pay Type(s) that apply for this entitlement:

Select the pay types that will be used to determine employee eligibility for the entitlement.

Do the selected Pay Type(s) above make employees eligible or ineligible for this entitlement?

For the employee attributes you selected in the previous question, do one of the following:

Pay Type options

To use pay types to make employees...	Do this...
Eligible for the entitlement	Select the Eligible option.
Ineligible for the entitlement	Don’t select the Eligible option.

Select the Job(s) that apply for this entitlement:

Select the jobs to be used to determine employee eligibility for the entitlement.

Do(es) the selected Job(s) above make employee eligible or ineligible for this entitlement?

For the employee attributes you selected in the previous question, do one of the following:

Jobs options

To use the jobs to make employees...	Do this...
Eligible for the entitlement	Select the Eligible option.
Ineligible for the entitlement	Don’t select the Eligible option.

Select the Work State(s)/Province(s) that apply for this entitlement:

Select the work states/provinces to use to determine employee eligibility for the entitlement.

Do(es) the selected Work State(s)/Province(s) above make employees eligible or ineligible for this entitlement?

For the employee attributes you selected in the previous question, do one of the following:

Work States and Provinces options

To use the work states and provinces to make employees...	Do this...
Eligible for the entitlement	Select the Eligible option.
Ineligible for the entitlement	Don’t select the Eligible option.

Select the Employee Group(s) that apply for this entitlement:

Select the employee groups to be used to determine employee eligibility for the entitlement.

Do(es) the selected Employee Group(s) above make employees eligible or ineligible for this entitlement?

For the employee attributes you selected in the previous question, do one of the following:

Employee Groups options

To use the employee groups to make employees...	Do this...
Eligible for the entitlement	Select the Eligible option.
Ineligible for the entitlement	Don’t select the Eligible option.

Enter the Primary Work Zip/Postal Code(s) that apply for this entitlement:

Enter the primary work zip/postal codes in the field and select Add. If you want to enter more than one primary work zip/postal code, enter a comma to separate the values.

Selected Zip/Postal Codes

Shows any previously selected zip/postal codes.

Do the selected Primary Work Zip/Postal Code(s) above make employees eligible or ineligible for this entitlement?

For the employee attributes you selected in the previous question, do one of the following:

Employee Groups options

To use the employee groups to make employees...	Do this...
Eligible for the entitlement	Select the Eligible option.
Ineligible for the entitlement	Don’t select the Eligible option .

Define the range of hours that an employee is expected to work in a week in order to be eligible for this entitlement:

Enter the minimum and maximum number of hours that an employee is expected to work in their normal workweek to be eligible for this entitlement. Employees qualify for this balance when their Normal Weekly Hours on their employee profile falls within this range. You must enter a value in one or both fields.

Enter the date range into which an employee’s Most Recent Hire Date must fall:

Enter or select a date range in which the employees' most recent hire date must fall. You must complete one of the fields, and can complete both fields, if wanted.