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Differences between estimating future entitlement vs. calculating as of the current day
Differences between estimating future entitlement vs. calculating as of the current day

In this article, you will learn how the system will accrue entitlement and the way employees will be requesting leave in the future.

Ewelina Filipiuk avatar
Written by Ewelina Filipiuk
Updated over a week ago

At Calamari, it is possible to set up calculations in 2 ways:

1) Estimate future entitlement

2) Calculate as of current day

It is also possible to set up accrue periods (one-time accrual or a cyclic accrual):

Depending on the choice of calculation and accrue periods, the accruals will be presented as follows:

Estimate future entitlement

  • in this case, the system will accrue entitlement up to the end of the possible requesting period, and the employee will be allowed to request days/hours in the future accrue based on the future accrue entitlement.

1) Accrue periods →day, week, month, quarter.

The system will show the current balance + future accrual up to the end of the possible requesting period. Employees will be able to see how many days/hours will be accrued in the future.

2) Accrue periods →annual or anniversary according to the carry-over.

The system will show the current balance up to the end of the possible requesting period. Employees will be able to see how many days/hours will be accrued upfront.

Calculate as of current day

  • in this case, the system will accrue entitlement up to the current day, and employees will be allowed to request days/hours in the future based on the entitlement already earned.

1) Accrue periods →day, week, month, quarter.

The system will show the accrued days/hours up to the current day. Employees will not see how many days will be accrued in the future.

TIP:

If you want to allow requesting in the future, make sure that the "Allow negative entitlement/taking in advance" feature is enabled with max number of days/hours, so employees will not use more days/hours than they should accrue.

2) Accrue periods →annual or anniversary according to the carry-over

The system will show the current balance up to the end of the possible requesting period. Employees will not see how many days/hours will be accrued upfront or next year.

Important!

We recommend setting "Calculate as of current year" for accrue periods shorter than a year (day, week, month, quarter)!

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