Vergleichsreport

Vacation calculation: aliquotation remaining vacation

Here it is determined according to which method the factoring of the remaining  vacation of an employee is to be calculated.

"Shadow account"

For vacation accrual, an aliquot remaining vacation balance is required. The system provides a "shadow account" on which a leaving factoring is performed for each day in the past. Per parameter it can be defined for the employee whether the result should be rounded or not.

Vacation calculation:  Aliquot allocation in the year of entry

Basically, a distinction must be made as to whether the entry occurred in the first half of the year (01.01. - 30.06.) or in the second half of the year (01.07. - 31.12.).

Entry in the first half-year (01.01. - 30.06.)
The complete vacation entitlement is distributed proportionally over the first six months using the following formula.
(Holiday entitlement / number of days in the year) * days from entry date = current vacation entitlement rounded up to whole days.

In the sixth month, the remaining vacation entitlement is added to the remaining vacation account.

Entry in the second half of the year (01.07. - 31.12.)
In this case, the entitlement is first aliquoted. Then the vacation is divided and credited in the first six months in the current and new vacation year:

1. first, the vacation entitlement is calculated on an aliquot basis:
(vacation entitlement / number of days in the year) * (12/31 - entry date) = aliquot vacation entitlement [rounded up to whole days].

2. division of vacation entitlement in the first six months up to 31.12.
The vacation entitlement is credited to the remaining vacation account according to the following formula:
(vacation entitlement / number of days in year) * days from entry date = current vacation entitlement [rounded up to whole days].
In the sixth month, the remaining vacation entitlement is credited to the remaining vacation account.

3. at the beginning of the new vacation year, the vacation entitlement is credited until the six months are reached as of the last day of the year:
(full vacation entitlement / number of days in the year) * days from 01.01. = current vacation entitlement [rounded up to whole days].

Partial aliquotation in case of resignation or reasons such as maternity leave

If the employee leaves, the entitlement in the leaving year is also reduced.

In order to ensure this, there is a checkbox "Aliquotqation leave and e.g. parental leave". This checkbox is deactivated in the default setting.

If such a factoring should be applied in the organization, the checkbox must be set here!

(Vacation entitlement / days in year * days from start of leave year to leaving date) = new entitlement [Result is not rounded!]

Aliquoting in the case of erroneous reasons such as parental leave

Here, too, the activation of the checkbox "Aliquotqation leave and e.g. parental leave" has an effect.
As soon as the corresponding absences are entered for the employee (exclusively via 'from - to date' and not via subsequent absence reason), the days without the absence reason are determined for the respective leave year.

Then the vacation entitlement for that year is reduced using the following formula:

(lVacation entitlement / days in year * days without reason for error in the respective leave year) = new entitlement [result is rounded up].
The new aliquotation variant as of 07.09.2023. determines according to which type the vacation entitlement is factored in the case of entry and exit

The type of vacation calculation is also an influencing factor; this is determined under  "Vacation calculation: yearly entitlement":

• For "Calendar date" the 01.01. of the year counts for the calculation of the vacation entitlement.
• For "Entry date" the exact entry date counts for the calculation of the vacation entitlement.

Aliquotation when changing time models

If an employee changes the time model and the number of working days changes as a result, the following accounts are converted on the basis of the old working days and the new working days:

• Current entitlement / current number of working days * new number of working days = new entitlement
• Remaining leave current year / current number of working days * new number of working days = new remaining leave current year
• Remaining leave previous year / current number of working days * new number of working days = new remaining leave previous year
• Remaining leave previous year / current number of working days * new number of working days = new remaining leave previous year

Vacation calculation: Entitlement (yearly)

Here, the vacation entitlement in days or hours is specified, which the respective employee is entitled to in a full year.

Vacation calculation: Entitlement in days or hours?

Here the selection is made whether the vacation entitlement specified under "Entitlement (yearly.)" is credited in days or hours per year.

Vacation calculation: Special claim

Here, the special leave entitlement per year can be entered for the person in question. These special leave days are used, for example, in the event of a wedding, relocation, death or the partner giving birth to a child.

Vacation staggering

The following parameters (marked in red) are relevant for this in the personnel cloud.

Vacation calculation: Fictitious entry date

The fictional entry date is used to calculate the correct leave entitlement in terms of years of service (according to the scale). Since a certain number of years of service, school or university periods can be credited, the fictitious entry date is calculated to determine the position in the scale, regardless of the actual entry date. If no fictitious entry date is entered, no step change will occur.

Vacation calculation: Level 1 (2/3/4) - after X years of working

In the Personalwolke, it is possible to define up to 4 different values for vacation entitlement per employee in a scale. Here, it is possible to specify after how many creditable years of service the person moves up to scale 1 and is thus entitled to more vacation entitlement.

Vacation calculation: Level 1 (2/3/4) - Vacation entitlement

Here, the (increased) vacation entitlement provided for level 1  (2/3/4) is defined in days per year. After the predefined number of years of service has been completed, the vacation entitlement is automatically increased to this value.

The settings for level 2, 3 and 4 behave exactly the same as those for level 1, the number of necessary years of service and the new (increased) vacation entitlement are entered in each case.

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Beispiel

Der Kollektivvertrag einer Bank sieht vor, dass der Urlaubsanspruch ab dem 20. Dienstjahr 30 Tage beträgt.

Der Eintrag sieht wie folgt aus:

Der Kollektivvertrag der Bank sieht vor, dass auch Vordienstzeiten bei anderen Banken in diese Dienstjahre mit einzuberechnen sind.

Mitarbeiterin Charon ist im April 2022 ins Unternehmen eingetreten, hat aber bereits 18 Jahre Vordienstzeit bei einem anderen Bankinstitut "mitgebracht". Um ihren rechtmäßigen Urlaubsanspruch nach 20 Dienstjahren zu gewährleisten, wird daher das fiktive Eintrittsdatum so gesetzt, dass sie, nach Vollendung der 20 Dienstjahre (18 Dienstjahre beim vorherigen Arbeitgeber + 2 Dienstjahre beim aktuellen Dienstgeber) tatsächlich 30 Urlaubstage pro Jahr.

Für die richtige Erfassung sind folgende Daten wichtig:

• Dienstbeginn beim vorherigen Dienstgeber
• Dienstende beim vorherigen Dienstgeber
• anrechenbare Dienstjahre beim vorherigen Dienstgeber (Berücksichtigung von Abwesenheiten laut Kollektivvertrag)

Im Beispielsfall sind dies

• Dienstbeginn beim aktuellen Dienstgeber: 01.04.2022
• Dienstbeginn beim vorherigen Dienstgeber: 01.03.2004
• Dienstende beim vorherigen Dienstgeber: 01.02.2022
• Dienstzeit: 17 Jahre, 1 Monate
• Abzüge: 1 Jahr, 1 Monat Karenz
• anrechenbare Dienstjahre zum Dienstende: 16 Jahre

Diese 16 Jahre müssen bei der Eingabe des fiktiven Eintrittsdatums berücksichtigt werden.

Das fiktive Eintrittsdatum lautet damit: 01.04.2006

Zeitpunkt, ab dem die 20 Dienstjahre vollendet sindExample

The collective agreement of a bank stipulates that the vacation entitlement is 30 days from the 20th year of service.

The entry looks like this:

The Bank's collective bargaining agreement stipulates that periods of prior service at other banks must also be included in these years of service.

Employee Charon joined the company in April 2022, but has already "brought along" 18 years of prior service at another banking institution. Therefore, to ensure her rightful vacation entitlement after 20 years of service, the fictitious entry date is set so that, after completing 20 years of service (18 years of service with the previous employer + 2 years of service with the current employer), she actually has 30 vacation days per year.

The following dates are important for correct recording:

•     Start of service with the previous employer
•     End of service with previous employer
•     Creditable years of service with the previous employer (taking into account absences according to the collective agreement).

In the example, these are

•     Start of service with current employer: 01.04.2022
•     Start of service with previous employer: 01.03.2004
•     End of service with previous employer: 01.02.2022
•     Period of service: 17 years, 1 month
•     Deductions: 1 year, 1 month maternity leave
•     Creditable years of service at end of service: 16 years

These 16 years must be taken into account when entering the fictitious entry date.

The fictitious entry date is therefore: 01.04.2006

Date from which the 20 years of service are completed: 01.04.2026

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Urlaubsverrechnung: Stichtag Hinzuzählung

Hier wird der Tag im Jahr definiert, am welchem der Urlaubsanspruch auf dem Resturlaubskonto gutgeschrieben wird. Diese Einstellung beeinflusst auch das Verhalten der Option "Urlaubsverrechnung: Aliquotierung des Eintrittsjahres".  Außerdem wird dieser Stichtag auch verwendet, um den Anspruch für Pflege/Sonderurlaub gutzuschreiben.

• Bei Verrechnung mit Kalenderjahr sollte hier der 1.1. stehen -> der Urlaubsanspruch wird dann jeweils am 1.1. jeden Jahres dem Resturlaubskonto gutgeschrieben. Es kann jedoch auch jedes andere Datum für eine Gutschrift des Urlaubs definiert werden.
• Bei Verrechnung mit Eintrittsdatum sollte hier das Eintrittsdatum stehen -> der Urlaubsanspruch wird dann jeweils jährlich zum Jahrestag des Eintrittsdatums dem Resturlaubskonto gutgeschrieben.

Wird in diesen Feld kein Wert eingetragen, dann wird kein Urlaub gutgeschrieben!

Urlaubsverrechnung: Urlaubsverfall Stichtag

Sollte in der unten erwähnten Einstellung "Urlaubsverfall/Verjährung" die Option "Stichtag, Urlaubsverfall DE" ausgewählt worden sein, kann hier ein beliebiger Stichtag gewählt werden, am welchem der restliche Urlaubsanspruch des vergangenen Jahres verfallen soll.

Urlaubsverrechnung: Urlaubsverfall/Verjährung

Vacation Calculation: Expiration and Expiration Date

Here the day in the year is defined on which the leave entitlement is credited to the remaining leave account. This setting also influences the behavior of the "Aliquot allocation in the year of entry" option.  In addition, this cut-off date is also used to credit the entitlement for care/special leave.

•  In case of allocation with calendar year, 1.1. should be entered here -> the leave entitlement will then be credited to the remaining leave account on 1.1. of each year. However, any other date can be defined for crediting the leave.
•  In case of allocation with entry date, the entry date should be entered here -> the leave entitlement will then be credited to the remaining leave account annually on the anniversary of the entry date.

The respective entry is made in the field "Add annual entitlement".
If no selection option is suitable, there is the possibility of a date entry via the field "Alternative key date of the addition"..

If no value is entered in this field, then no vacation will be credited!

According to Austrian vacation law, an employee may take a maximum of 3 full years' vacation with him. If this threshold is exceeded, the oldest vacation entitlement expires after this time ("first in/first out" -Prinzipprinciple). Hier kann festgelegt werden, ob Personalwolke diese Regelung automatisch durchführen soll. Zusätzlich kann im Falle eines früheren Verfalls von Urlaubstagen auch ein Stichtag (oben erklärt) festgelegt werden.

Here, you can specify whether Personalwolke should automatically implement this rule. In addition, in the case of an earlier expiry of vacation days, a cut-off date can also be specified (explained above)

If the option "Key date, vacation expiry DE" has been selected in the setting "Vacation expiry/statute of limitations" mentioned below, any key date can be selected here on which the remaining vacation entitlement of the past year is to expire.

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Beispiele

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Example

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Ausgangssituation - Variante Urlaubsstichtag Deutschland:

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Initial situation - Variant vacation expiraton date Germany:

• On 31.12. hat der Mitarbeiter einen (Rest-) Urlaub von 5 Tagen. Am the employee has a (remaining) vacation of 5 days.
• On 1.1. bekommt der Mitarbeiter seinen neuen Urlaub in Höhe von 25 Tagen. Der Mitarbeiter hat Urlaub von the employee gets his new vacation in the amount of 25 days.
• The employee has vacation from 3.2. bis to 5.2.
• Der Stichtag für den Urlaubsverfall ist der The cut-off date for the expiry of vacation is 31.3.

Die 3 Urlaubstage im aktuellen Jahr werden zuerst vom Resturlaub des Vorjahres abgezogenm und zwar so lange, bis dieser aufgebraucht ist. Am Stichtag The three vacation days in the current year are first deducted from the remaining vacation from the previous year until it is used up. On the cut-off date (31.03.) verfällt dann der unverbrauchte Resturlaub aus dem Vorjahr. Wird ein Urlaubstag am Stichtag beantragt, so wird dieser vor dem Verfall noch vom Resturlaub abgezogen (auf das Beispiel oben bezogen bedeutet das, dass wenn am 31.03. noch ein Urlaubstag eingegeben worden wäre, nur 1 Urlaubstag verfallen wäre und nicht , the unused remaining vacation from the previous year is then forfeited. If a vacation day is requested on the key date, it will be deducted from the remaining vacation before it expires (in the example above, this means that if another vacation day had been entered on 31.03., only 1 vacation day would have expired and not 2).