Defining an Entitlement Item for a Collective Agreement

You create entitlement items using the Entitlement Item Definition window.

arrow icon   To define an entitlement item to generate values to be written to an employee's record:

  1. Enter a name for your entitlement item. This must be unique within the category.

  2. Select the category for your entitlement item. The category you select here determines the values you see in the Field Name field. For example, if you select a category of Assignment, you will only be able to select field names that relate to assignments.

    If you select the Payroll category, then you can select an element name, rather than a field, to associate with the entitlement item.

    Note: The category of Absence does not have any field names associated with it in the current release so therefore does not have any effect on current absence processing.

  3. If you have selected the Payroll category, then you must select the element to which the entitlement item is associated. For example, if this item is to generate values for a person's salary you should select the Regular Salary element.

    If the element has been defined to allow multiple entries, then you must indicate whether the value calculated using this item should be applied to all entries within the pay period or not. If you do not select this check box and there are multiple entries for the element then the collective agreement apply process will error.

    If there are no element entries for an assignment to which the entitlement item applies, then select the Automatically Create Entries check box. This enables the Collective Agreement Entitlement Evaluation process to create the required element entries while processing and applying collective agreement entitlement results.

    Note: You must select the Automatically Create Entries check box while defining new entitlement items as you cannot update this information for existing entitlement items.

    You must also select an input value for the element. Once an element and input value combination has been associated with an entitlement item, it cannot be used again.

  4. If you have selected any other entitlement category then you must select a field name and, if the field you select requires it, a unit of measure. This defines which field in the application will be populated with the value generated by this entitlement item. You can only associate each field with one entitlement item.

    Defining a Beneficial Rule

  5. Select the rule that defines which value is most beneficial for this entitlement item. For example, if the item was Holiday Allowance, then the beneficial rule should be Highest. The application will use this rule when an entitlement item produces multiple valid values for an employee.

    If it is not possible for you to define a beneficial rule or the application cannot determine what is the most beneficial value then you are required to manually select a value if multiple values are returned.

  6. Select an item value set for your entitlement item, if required.

    For information on which entitlement items require item values sets see: Value Sets for Collective Agreements

  7. Select a beneficial value set if your entitlement item requires a value set to determine the most beneficial value.

    For information on setting up value sets for collective agreements see: Value Sets for Collective Agreements

  8. Save your work.

arrow icon   To define an entitlement item to generate values held in the collective agreement results for an employee:

  1. Enter a name for your entitlement item. This must be unique within the category.

  2. Select a beneficial rule and value set if required.

  3. Select a category and unit of measure for your entitlement item.

  4. Save your work.