Configure a Pay Policy for OSP

You must configure a pay policy from the Workforce Management module so that waiting days are applied where required. Otherwise, transactions will be present for all days.

The following are specific instructions for creating a pay policy for the purpose of generating OSP.

In Pay Set-up > Pay Policy, you need to configure a pay policy to have rules and qualifiers in the following order:

• Assign Pay Adjustment Rule: An instance of the rule to mark the pay code that employees use to request sick leave as not eligible for manual pay adjustments added to the timesheet (only sick pay requested should be included).
• Assign Pay Adjustment Rule: An instance of the rule to assign pay codes used for sick leave to a pay category that will be used for pay details and premiums.
• Assign PayCode Rule: An instance of the rule to associate the pay category created in the previous rule with the pay code at the highest level of the pay out scheme (for example, OSP at 100%).
  • OSP Eligibility Qualifier: An instance of this qualifier to identify the PIW pay codes, OSP pay codes, days to form a PIW and waiting days for OSP.
• Pay Cascade By Balance Rule: A separate instance of this rule for each level in the pay out scheme, to define how the highest level in the pay out scheme flows to each other lower level.
• Assign PayCode Rule: An instance of this rule to convert unpaid sick time to zero dollars.
• SSP Pay Rule: An instance of this rule to calculate SSP only when OSP is at zero.
  • SSP Qualifier: An instance of this qualifier to enforce the limits for SSP.

The following is an example of these rules and qualifiers set up for an organization, in the same order as listed above, with user defined names for each instance of the rule:

To configure these rules:

1. Go to Pay Set-up > Pay Policy and add a new pay policy.
2. Add an instance of the Assign Pay Adjustment Rule with the following configuration:
   • Select the sick code used for logging sick requests from the Pay Codes not eligible and Ineligible Adjustment pay code selector.
   • Select the associated sick pay category from the Pay Categories not eligible selector.
3. Add another instance of the Assign Pay Adjustment Rule with the following configuration:
   • Select the sick pay category from the Pay category to assign to pay detail and Pay category to assign to premium drop-down lists.
   • Select the sick pay code from the Pay Codes eligible selector.
4. Add an instance of the Assign PayCode Rule with the following configuration:
   • Select the pay code for the highest level in the pay out scheme (for example, OSP100) from the Paycode to Assign and the associated category from the Pay Category to assign drop-down list.
   • Select the sick pay category from the Paycategories Eligible selector.
   • Select the Assign Paycode and Paycategory to Premiums checkbox.
   • Select the Apply pay category multiplier rate checkbox.
5. Add an instance of the OSP Eligibility Qualifier below the Assign PayCode Rule of the previous step with the following configuration:
   • Select OSP pay codes, plus the sick pay code from the PIW pay codes selector.
   • Select just the OSP pay codes from the OSP pay codes selector.
   • Enter a value in the Days to form PIW and Waiting days for OSP fields.
   • Select All days from the Qualifying mode drop-down list.
   • Select the Waiting days also respect 'Qualifying mode' checkbox.
6. Add an instance of the Pay Code Cascade By Balance Rule for each level in the OSP pay out scheme, in order from highest level to lowest, each with the following configuration:
   • Select the pay code at the highest level of the pay out scheme (for example, OSP100) from the Cascade from pay codes selector, and select its associated balance from the Cascade from balance drop-down list.
   • Select values associated with the next level in the pay out scheme from the Cascade to pay code, Cascade to pay category, and Cascade to balance drop-down lists.
   • Select the Apply pay category multiplier checkbox.
7. Add an instance of the Assign Pay Code Rule with the following configuration:
   • Select an unpaid pay code from the Paycode to assign drop-down list and an unpaid category from the Pay Category to assign drop-down list.
   • Select the sick pay code from the Paycode Eligible drop-down list, and the sick pay category from the Paycategories Eligible drop-down list.
   • Select the Assign Paycode and Paycategory to Premiums checkbox
   • Select the Apply pay category multiplier rate checkbox.
8. Add an instance of the SSP Pay Rule with the following configuration:
   • Select the balance used for SSP from the SSP balance drop-down list.
   • Select the OSP pay codes and the sick pay code from the OSP pay codes selector.
   • Select the sick pay code from the SSP pay code drop-down list and sick pay category from the SSP pay category drop-down list.
   • Enter a value in the SSP weekly rate field.
   • Select All days from the Qualifying mode drop-down list.
   • Select the Include holidays checkbox.
9. Add an instance of the SSP Eligibility Qualifier below the SSP Pay Rule and configure the qualifier as follows:
   • Select the OSP pay codes and the sick pay code from the PIW pay codes drop-down list.
   • Select the sick pay code from the SSP pay code drop-down list.
   • (The fields for individual values for example, Days to form PIW are filled out by default.)
   • Leave the Recognize PIW from TAFW request checkbox selected.
   • Select All days from the Qualifying mode drop-down list.
   • Select the Include holiday checkbox.
10. Click Save.