6. bank annual leave hours n plans
Contents
1. NOTE this calculation does not count an FTE change that happens after the 1st of the month until the 1st of the next calendar month This change utilises the FTE stored against the assignment and displayed on the assignment form banner Assignments must have a valid FTE in place for the leave period to receive the correct accrual for Annual Leave Hours plans 5 1 5 Overriding the Entitlement If the national rules for the plan need to be amended temporarily for example you wish to give a new starter who commences later than the 1 of the month full or partial entitlement for their first month then the national values can be overridden by attaching the Annual Leave Hours Override NHS element The value entered in Override Entitlement will replace all the foregoing calculations Therefore the override value entered should represent the leave entitlement for the whole year The override value will automatically feed through to the View Accruals screen Penod pm O Classification Overnde Entitlement l ctve fective Dates Element Name om To Gasic Contracted NHS tecu APR2012 Enhanced Multipliers NHS Rec APR2012 APR 2012 APR 2012 APR 2012 APR2012 APR 2012 APR 2012 APR 2012 l 5 1 NHS Recy APR2012 Annual Leave Hours Override NHS Recu APR2012 Further Entry information H Annual Leave Mours Date Earned Onginal Date Eamed Payee Details The override element should ideally be used for the2. THE ELECTRONIC STAFF RECORD PROGRAMME NHS NATIONAL HEALTH SERVICE ESR NHSO0199 ANNUAL LEAVE GUIDANCE Information Classification Commercial in Confidence Owner Nick Adcock Author Maria Scott Creation Date 31 August 2014 Last Updated Version 1 0 Approvals Name Lee Pacey Title Director of Development amp Operations 1 DOCUMENT CONTROL 1 1 CHANGE RECORD Date Author Version Change Reference 1 2 REVIEWERS Nick Adcock Senior Develooment Advisor 1 3 DISTRIBUTION Copy No Name Location Library Master Programme Library ES EE DEES ESR NHS0199 Annual Leave Guidance v1 0 Page 2 of 27 2 CONTENTS 1 DOCUMENT CONTROL eege 2 ENEE AES EE E EASES EE EE E E EEA eet A 2 EC REAVER EE EE EN 2 1S rg Rue e IC EE EE 2 GEN K NN 3 INTROBDUGTION EE 4 he 4 ACCRUAL A LEE 4 ACGRUAE PLAN KC 6 5 1 ANNUAL LEAVE HOUpDGNRLANS 6 5 1 1 Entitlement Based on Years Of Gervice 6 5 1 2 Annual Leave Hours n Plans RUIOS 2 0 cccccccccccccccccccccccccccccccccccecccscecccnseccccacccceucssecuseccecauccecaucscecuunsss 7 S3 SEUI Ee RRE 7 ES TROY OI eine EE 8 DO AQVEMIOIIO EE 9 5 2 ANNUAL LEAVE ACCRUAL AY NHS arrine ance heetene tees nest tes nel a sacssce desea ease ose ede eee 11 5 2 1 Annual Leave Accrual n Plans Hues 12 D2 CHING UIE FI Al circa E Ea candilendasn aca ees 12 e Eege 14 524 OVEMIGING Te BANE CINGIN e Ee St 6 BANK ANNUAL LEAVE HOURS N PLANS win ccccccccccccccccsscccccccs
3. 2 Hours Worked per Hours Equivalent Week 36 25 297 25 36 00 295 25 35 75 293 25 35 50 291 00 35 25 289 00 35 00 287 00 34 75 285 00 34 50 283 00 34 25 280 75 34 00 278 75 33 75 276 75 33 50 274 75 33 25 272 75 33 00 270 50 32 75 268 50 32 50 266 50 32 25 264 50 32 00 262 50 31 75 260 25 31 50 258 25 31 25 256 25 31 00 254 25 30 75 252 25 30 50 250 00 30 25 248 00 30 00 246 00 29 75 244 00 29 50 242 00 29 25 239 75 29 00 237 75 28 75 235 75 ESR NHS0199 Annual Leave Guidance v1 0 24 of 27 R EE After 10 Years Appointment Years Entitlement in Weeks 7 7 4 8 2 Hours Worked per Hours Equivalent Week 28 00 196 00 207 25 229 50 27 5 194 25 205 25 227 50 27 50 192 50 203 50 225 50 ESR NHS0199 Annual Leave Guidance v1 0 25 of 27 R EE After 10 Years Appointment Years Entitlement in Weeks 7 7 4 Hours Worked per Hours Equivalent Week 3 00 am men 73 75 ESR NHS0199 Annual Leave Guidance v1 0 26 of 27 ER Ee After 10 Years Appointment Years Entitlement in Weeks 7 7 4 Hours Worked per Hours Equivalent Week ESR NHS0199 Annual Leave Guidance v1 0 27 of 27
4. An accrual plan holds information about the annual leave entitlement based on national rules per year of service The details are held on the corresponding Generic Rate Retrieval Table An accrual plan must be attached to each assignment for the employee and this has to be in existence on the employee record prior to annual leave being entered ESR will display the entitlement together with the start and end dates used in the calculation of the entitlement on the Accruals form available through the Absence module It will also display the Net and Gross entitlement and whether or not the value includes Bank Holidays hours based plans or Statutory Days days based plans ESR NHS0199 Annual Leave Guidance v1 0 4 of 27 View accruals in Core WISIE Name Annual Leave Accrual 2 NHS Accrual Category Vacation Dates Entitlement Calculation 01 APR 2014 31 MAR 2015 Net Entitlement 32 Last Accrual 31 MAR 2015 Include Bank Holidays Add 2 Statutory Days Yes Entitlement Details Total Effect Element Name Input Value Name Entitlements Units __On Net Annual Leave Accrual2 NHS Accrual Plan 32 Days Add Annual Leave Accrual 2 NHS Ca Plan Days 0 Days Add Annual Leave NHS Annual 2 0 Days Subtract Plans are based on national terms and conditions of service for staff groups and any local variation and or agreement will require either an override of the national plans to be attached or the creation of a local accrual plan These are des
5. Chris standard Costing NHS Pension WHS Recurring Recurning F Override Entitlement 32 Pensions Information Enhanced Multipliers NHS Annual Leave Accrual 1 NHS Recurring Recurring Recurring Annual Leave Days Overide NHS Recurring Entry Values Further Entry Information Date Eamed Onginal Date Eamed Payee Details Processing Priority 500 Refer to the ESR User Manual here for more details ESR NHS0199 Annual Leave Guidance v1 0 15 of 27 6 BANK ANNUAL LEAVE HOURS N PLANS These accrual plans are for use with Bank Staff There are 5 separate plans but each is a replica of the others except for the name where n is either 1 2 3 4 or 5 Plan 1 should be used for the employee s primary assignment with the other numbered plans being used in numerical order in those cases where the employee has additional assignments 6 1 PAYMENT OF ACCRUED ANNUAL LEAVE TO BANK STAFF Bank staff are entitled to statutory annual leave in the same way as any other employee However under the WTD Regulations they cannot be paid rolled up holiday pay this having been ruled illegal by the ECJ neither can they be paid in lieu except on termination Bank Staff should apply for annual leave in the same way as other employees Payment of accrued annual leave to Bank Staff will be effected by the Users making an element entry on the employee assignment using the Bank Annual Leave NR NHS element The element will make
6. based plans assignment sets will need to be created so that users can divide the employee assignments by the required work patterns as this is a mandatory field Ensure that only relevant staff entitled to have a day based plan are selected The process will also allow the Add 2 Statutory Days to be set to Yes or No if selected If left as null then this will be interpreted as No until a value is set manually Navigate to Payroll super Administration URP gt Requests gt Select NHS Attach Annual Leave Days Accrual Plan Select the appropriate values for each parameter The Effective date defaults to 1 April of the next leave year 7 3 1 Key Notes The concurrent process will attach the days based plans and end date any other accrual plan in place The process will also allow the Add 2 Statutory Days to be set to Yes or No if selected If left as null then this will be interpreted as No until a value is set manually Navigate to Payroll super Administration URP gt Requests gt Select NHS Attach Annual Leave Days Accrual Plan Select the appropriate values for each parameter The Effective date defaults to 1 April of the next leave year ESR NHS0199 Annual Leave Guidance v1 0 19 of 27 APPENDIX 1 AFC ANNUAL LEAVE ENTITLEMENTS 1 Excluding Bank Holidays Agenda for Change Annual Leave Entitlements Excluding Public Holidays rounded up to the nearest 15 minutes Ge g EEN Afte
7. been terminated mid year Refer to the ESR User Manual here for more details 5 2 ANNUAL LEAVE ACCRUAL N NHS These accrual plans are Days Based and are for use with Medical and Dental amp Dental staff There are 5 separate plans but each is a replica of the others except for the name where n is either 1 2 3 4 or 5 Plan 1 should be used for the employee s primary assignment with the other numbered plans being used in numerical order in cases where the employee has additional assignments These plans include an additional two statutory days to be added to the entitlement There is an option to remove these additional days when setting up the element details on the plan for the first time depending on local agreements Very Senior Managers whose entitlement mirrors the M amp D staff may also have these plans attached to them ESR NHS0199 Annual Leave Guidance v1 0 11 of 27 5 2 1 Annual Leave Accrual n Plans Rules They run from 1st April to 31st March This date can be overridden by putting in a different Leave year start date on the Absence Accrual Start Date field on the Assignment DFF The full entitlement for the leave year is shown up front and does not require the user to date track to the last day of the leave year e g 31 March to establish entitlement Gross and net values will be shown in both the core application and self service The plan will indicate whether or not the entitlement includes
8. current year only so should be entered with an appropriate end date To do this date track to the required end date for example if the element is added on 01 Apr 2014 the end date would be 31 Mar 2015 Please note that if date tracking in the Entries form press CTRL and F11 to refresh the element list ESR NHS0199 Annual Leave Guidance v1 0 9 of 27 Click in the row containing the Annual Leave Hours Override NHS element and click the Ex Delete icon The following decision message will be displayed Decision S Do you really want to delete this record lf so when you have answered any further messages about this Delete you should press Save to commit your Delete and any other pending transactions Click Yes to continue The Choose an Option window will open Choose an option Set end date to effective date Purge 1 Completely remove from the database Click End Date to end date the selected element with effect from the date tracked date Please note that the Purge option should only ever be used where an element has been attached to the record in error and has not been processed in the Payroll Click the C Save icon Press CTRL F11 to refresh the element list ESR NHS0199 Annual Leave Guidance v1 0 10 of 27 Processing Types Overnde Period 12 2013 Calendar Month 01 MAR 201 Recurring Additional Classification Nonrecumng Processed Bott Retroactive Processing Effe
9. payment at the current hourly rate of the assignment up to the limit of leave so far accrued in the current year Entitlement will be calculated as the Percentage Rate 12 07 held on the GRR multiplied by the total Bank Staff hours worked in the year to date Users may establish a local GRR where a rate other than 12 07 is required ESR NHS0199 Annual Leave Guidance v1 0 16 of 27 7 CREATING ALOCAL ACCRUAL PLAN If the current national accrual plans cannot cater for local arrangements then it is possible to set up a local accrual plan for an individual a staff group or an organisation using the Payroll Super Administration URP Refer to the User Manual here on how to set up a local accrual plan 7 1 ATTACHING ACCRUAL PLANS TO MULTIPLE EMPLOYEES CONCURRENT PROCESSES An accrual plan should be attached to an employee at the point of hire If you need to attach an accrual plan to multiple employees e g when moving from one of the other plans to the hours or days based plans then use one of the relevant concurrent processes in place to do this as follows 7 2 ATTACHING THE HOURS BASED PLANS Navigate to Payroll Super Administration URP gt Requests gt Select NHS Attach Annual Leave Hours Accrual Plan Select the appropriate values for each parameter The Effective date defaults to 1 April of the next leave year E Eas Run this Request IHS Attach Annual Hours Accrual Plan Name Operating Un
10. to determine their anniversary dates as per substantive staff Previous Service at the Organisation If the employee worked for you previously then you must add their previous aggregate service with your organisation subject to local policy into the Aggregate Service Years and Days fields If you do not then their entitlement will be based on their latest start date with the organisation Carry Forward Only a maximum of 37 5 hours pro rata for part time staff is allowed to be carried forward The PTO process must be run to ensure that values from previous leave years are accounted for Absence Accrual Start Date Assignment DFF this field should be left blank for AfC staff whose leave year runs from 1 April Neither does it need to be completed for staff who commence employment mid year but whose full annual leave year starts from 1 April The system will adjust the entitlement automatically for part years Only populate this field with a different date if their leave year is not 1 April annually ESR NHS0199 Annual Leave Guidance v1 0 8 of 27 Changing FTE part way through the year The calculation of entitlement in the Annual Leave Hours plans is representative of any FTE changes that have taken place during the entitlement period For example if an assignment changed from full time to part time mid year then the entitlement figure would be pro rated using the number of months at full time and the number of months at part time
11. Starting leaving or reducing increasing contractual hours either mid month or mid year 5 1 3 Setting up the Plan Accrual Plans can only be set up in ESR Professional Forms and not Self Service An accrual plan is required for each assignment the employee has When setting up the plan the following fields should be completed where appropriate Scheme Unless you have created a local plan with different entitlements you should always select NHS as the scheme is wel SI lypes Ovenide K Addon Include Bank Holidays Scheme NHS ming Proci e S g Include Bank Holidays R This has the option to include Bank Holidays into the On Appointment Rate e Afer 5 Years Rate entitlement which is compulsory for part time staff as E fol lows Carry Forward Rate No Does not add Bank holidays Yes Bank Holidays are prorated across the whole 12 months of the leave year EA Yes As they fall Date Eamed Adds Bank holiday entitlement based on the NEES calendar month in which the bank holiday occurs so Processing Priority 500 that bank holidays can be allocated when they occur The As they fall figure is calculated as follows Counts only the Bank Holidays that fall into the entitlement period for the assignment Ignores Bank Holidays in any part month at the start of the entitlement period for a new starter Ignores Bank Holidays in any part month at the end of the entitlement period for a leaver Counts each Bank Hol
12. ave Hours Accrual Plan Process run between 3 14 April 2015 Payroll processing completed on 15th April 2015 Annual Leave Accrual Plans allocated with start date of 1st April 2015 Example 2 NHS Attach Annual Leave Hours Accrual Plan Process run between 15th 30th April 2015 Payroll Processing completed on 15th April 2015 NHS Attach Annual Leave Hours Accrual Plan Process fails Alternative allocation method required e g Batch Element Entry Example 3 NHS Attach Annual Leave Hours Accrual Plan Process run 1st May 2015 Annual Leave Accrual Plans allocated with start date of 1st April 2016 ESR NHS0199 Annual Leave Guidance v1 0 18 of 27 7 3 ATTACHING THE DAYS BASED PLANS S x Run this Request Copy Name NARESE EENE ETE Operating Unit Parameters Language American English Language Settings At these Times Run the Job As Soon as Possible Schedule Upon Completion A Save all af x Layout Assignment Set Name Notify Scheme Print to noprint Work Pattern ee Add 2 Statutory Days Work Pattern x Help C Effective Date 4 Find Work Pattern 1 day a week 10 5 days a fortnight 2 days a wee 3 days a wee 4 days a wee 5 days a we o PT Nurse 1 day a week int pub ho PT Nurse 2 days a week inc pub hol PT Nurse 3 days a week inc pub hol PT Nurse 4 days a week inc pub hol PT Nurse 5 days a week inc pub hol Find OK Cancel Before running the concurrent process for the days
13. ccccccccsccccccccscccccsccscccccsseccccoes 16 6 1 PAYMENT OF ACCRUED ANNUAL LEAVE TO BANK GTA 16 7 CREATING A LOCAL ACCRUAL PLAN E 17 7 1 ATTACHING ACCRUAL PLANS TO MULTIPLE EMPLOYEES CONCURRENT HpOCEGGEG An 17 7 2 ATTACHING THE HOURS BASED PLANS siccissk eegene 17 E E E e EE 18 7 3 ATTACHING THE DAYS BASED PLANS E A a 19 ods ACV INOLOS EE 19 APPENDIX 1 AFC ANNUAL LEAVE ENTITLEMENTS 2 22 cccccssssscccccssccccccccsccccccccscccccccsecccccseees 20 i ee ee BANK HOGANS EE 20 Ze ee ele Re e 24 ESR NHS0199 Annual Leave Guidance v1 0 3 of 27 3 INTRODUCTION 3 1 INTRODUCTION Annual leave can be recorded using either Core or Self Service functionality in ESR Core functionality can be used where the annual leave process is managed centrally and an organisation s Absence Administrator can enter dates related to all annual leave episodes for employees However the full benefits of absence recording are achieved when both the employee and their supervisor manager use ESR self service functionality to the process in real time This Guide provides details on how To attach the appropriate accrual plan for the employee based on their T amp Cs ach Accrual plan works including their calculations and rules To override the default calculations to suit local rules To Create a Local Accrual Plan To attach Accrual Plans en masse using the Concurrent Processes available 4 ACCRUAL PLANS
14. cribed below View in Employee Self Service View when hours based plan is attached Absence Summary Employee Name Mcfly Marty Employee Number 20000413 Arcs JA RALAN J Mee ACcrua SES TIP Accrual plan balances do not include leave entered os Planned Depending on the eccrual plan allocated balances will ether display the full year s entitiernent wih future dated leave entered as Conferned reducing the total or display the accrued leave to date with future dated Confirmed leave not affecting the balance until the confirmed leave dates are passed The Gross figure shown will include Bank Holidays or Statutory Days where these options have been selected for the plan TIP The accrual balances are as of 13 Aug 2014 Effective Date E Go TIP Enter the date for which you wish to view Leave accruals Days based plan will state Add 2 Statutory Days instead Annual Leave Hours 1 NHS Gross Accrual 140 75 Net Accrual 118 25 Include Bank Hobdays Yes As they fall of the Include Bank holidays detai ESR NHS0199 Annual Leave Guidance v1 0 5 of 27 5 ACCRUAL PLAN TYPES Staff Group Accrual Plan Agenda for Change Annual Leave Hours n NHS Bank Staff Bank Annual Leave Hours n NHS Medical amp Dental Annual Leave Accrual n NHS Very Senior Managers Annual Leave Accrual n NHS 5 1 ANNUAL LEAVE HOURS N PLANS These are Hours Based plans and are for use with AfC s
15. ctive Dates Element Name Type Costing Reason It From To Recurring 57 01 APR2012 01 APR2012 Basic Contracted NHS Recurn j DI APR2012 Enh anced Mult f hers NHS Recurr ng 47 DI AH 2014 s Fata NHSO99999 NI i 01 APR 2012 Necetive Net Pay NHS Recurring 01 APR2012 47 01 APR 2012 PAYE Details Recurnng NHS999999 NE 01 APR2012 Pension NHS Recurnng NHS999999 Nt 57 01 APR 2012 SSP SMP Calculator NHS Recurring 01 APR2012 tandard Costing NHS Recurring 01 APR 2012 e Entry Values The Annual Leave Hours Override NHS element will be displayed with the end date in the Effective To date field Both are recurring elements and should have a start and end date to match the leave year being overridden If an end date is not entered then the annual leave accrual is overridden for all subsequent leave years until an end date is entered The elements have a single mandatory Input Value called Override Element The value entered is the total entitlement in days or hours accordingly that the employee will have This amount is not affected by changes to FTE or the employees start or end date Note The override is not affected by any changes to FTE or the employee s start or end date Care should be taken when terminating an employee to check whether the annual leave entitlement has been overridden If an entitlement has been overridden then the entitlement will still show the full override amount even when the employee has
16. iday at the FTE in place for the assignment for the calendar month where the holiday falls a change in FTE mid month does not apply till the first day of the next month ESR NHS0199 Annual Leave Guidance v1 0 7 of 27 Once Scheme and the Include Bank Holidays options have been completed then the entitlements on appointment at 5 and 10 years will be automatically populated The element will need to be queried back Ctrl F11 before this can be seen o Entry Values 01 APR 201 4 Craddock01 Mr Stuart D lsl E Period 1 2014 Calend Scheme flats Include Bank Holidays Yes As they fall On Appointment Rate 262 5 te 277 Element Name After5 Years Rate 277 5 Basic Contracted NHS After 10 Years Rate 07 5 Classification NI Carry Forward Rate 37 5 Negative Net Pay NHS PAYE Details SSP SMP Calculator NHS standard Costing NHS Overtime Multipliers NHS Pension NHS Pensions Information Enhanced Multipliers NHS f Annual Leave Hours 1 NHS Further Entry Information Date Earned Original Date Earned Entry Values Payee Details Processing Priority 500 5 1 4 Key points From Bank to Substantive If your organisation does not give credit for bank employment only then you must use the NHS Annual Leave Hours Override element to amend the entitlement until such time that they reach their 5 and 10 year anniversary Otherwise it will use their latest start date and Aggregate Years Days Service values
17. it Parameters Language Amencan English Language Settings At these Times Runthe Job As Soon as Possible Schedule Upon Completion Save all GiS Layout Notify Print to noprint Staff Group Add Prof Scientific and Technic Scheme NHS NHS Include Bank Holidays No Part time or Full time Full Time Full Tim Find Effective Date 01 APR2015 Help Stai Group Description Add Prof Scientific and Technic Additional Clinical Serices Administrative and Clerical Allied Health Professionals Estates and Ancillary Healthcare Scientists Medical and Dental Nursing and hlidwitery Registered Students Eind OK Cancel ESR NHS0199 Annual Leave Guidance v1 0 17 of 27 7 2 1 Key Notes If the process is run in April a check is made to establish if the monthly payroll has been processed If the monthly payroll has been run the NHS Attach Annual Leave Hours Accrual Plan process will fail This is necessary to limit the impact on retropay processing by stopping the creation of redundant retropay actions f the process is run in a month after April the Annual Leave accrual plans will be attached with a start date of 1st April for the following leave year Examples The following examples assume a payroll has been processed on the 15th April 2015 and explains the different outcomes Example 1 NHS Attach Annual Le
18. nisation Carry Forward Only a maximum of 5 days is allowed to be carried forward Absence Accrual Start Date Assignment DFF This field should be left blank for staff whose leave year runs from LU April Neither does it need to be completed for staff who commence employment mid year but whose full annual leave year starts from 1 April The system will adjust the entitlement automatically for part years Only populate this field with a different date if their leave year is not 1 April annually Changing working pattern part way through the year The calculation of entitlement in the Annual Leave plans is linked to the work pattern selected on the accrual plan If an employee increases or decreases the number of days they work then their work pattern must be manually amended at the correct date Note Where this scenario occurs then the entitlement balances in both core and self service will only be able to display the full entitlement for the two separate time periods Alternatively the work around would be to not change the working pattern mid year on the element entry instead change it at the start of the next leave year and use an override for the year in which the change happens ESR NHS0199 Annual Leave Guidance v1 0 14 of 27 5 2 4 Overriding the Entitlement If the national rules for the plan need to be amended temporarily for example you wish to give a new starter who commences later than the 1 of the month full or
19. partial entitlement for their first month then the national values can be overridden by attaching the Annual Leave Days Override NHS element The value entered in Override Entitlement will replace all the foregoing calculations Therefore the override value entered should represent the leave entitlement for the whole year The override value will automatically feed through to the View Accruals screen The override element should ideally be used for the current year only so should be entered with an appropriate end date Note The override is not affected by any changes to FTE or the employee s start or end date Care should be taken when terminating an employee to check whether the annual leave entitlement has been overridden If an entitlement has been overridden then the entitlement will still show the full override amount even when the employee has been terminated mid year Edit View DE r Tools Window Help AAA e De 4090902 El Processing Types Override Period Recurring Additional Classification Processed Retroactive Processing Effective Element Name Type Casting Reason 1 From Vi Recurring NHK D CT D CTT 01JAN 20 Negative Net Pay NHS Recurring HI Im UI DUU 01JAN 20 Overtime Multipliers NHS Recurring II wu 0 O 01 JAN 20 PAYE Details Recurring INHS999999 NF i U UO UU 01 JAN 20 SSFP SMP Calculator NHS Recurring l Wiel s Entry Values Lane01 Mr
20. r 10 Years Appointment Years Entitlement in Weeks 5 4 5 8 Hours Worked per Hours Equivalent Week 241 00 36 25 239 25 36 00 237 50 35 75 236 00 35 50 234 25 35 25 232 75 35 00 231 00 34 75 229 25 34 50 227 75 34 25 226 00 34 00 224 50 33 75 222 75 33 50 221 00 33 25 219 50 33 00 217 75 32 75 216 25 32 50 214 50 32 25 212 75 32 00 211 25 31 75 209 50 31 50 208 00 31 25 206 25 31 00 204 50 30 75 203 00 30 50 201 25 30 25 199 75 30 00 198 00 29 75 196 25 29 50 194 75 29 25 193 00 29 00 191 50 28 75 189 75 28 50 188 00 ESR NHS0199 Annual Leave Guidance v1 0 20 of 27 R EE After 10 Years Appointment Years Entitlement in Weeks 5 4 5 8 Hours Worked per Hours Equivalent Week ESR NHS0199 Annual Leave Guidance v1 0 21 of 27 R EE After 10 Years Appointment Years Entitlement in Weeks 5 4 5 8 Hours Worked per Hours Equivalent Week 16 25 87 75 94 25 107 25 16 00 86 50 92 75 105 50 15 75 85 00 91 25 104 00 9 00 48 50 52 25 L n 6 00 3250 37 3950 ESR NHS0199 Annual Leave Guidance v1 0 22 of 27 ER Ee After 10 Years Appointment Years Entitlement in Weeks 5 4 5 8 Hours Worked per Hours Equivalent Week ESR NHS0199 Annual Leave Guidance v1 0 23 of 27 2 Including Bank Holidays Agenda for Change Annual Leave Entitlements Including Public Holidays rounded up to the nearest 15 minutes n Ee After 10 Years Appointment Years Entitlement in Weeks 7 7 4 8
21. rocess will populate these fields at the Portable SSES Copy Dataset process where they are blank L el ee clear Help Ensure that you agree with the values entered Certain Accrual Plans such as the Annual Leave Accrual n plan has a continuous service date field available on the entry vales itself This can be used as an alternative date for entitlement calculation Where the employee has no previous NHS service then annual leave entitlement is based on their latest start date ESR NHS0199 Annual Leave Guidance v1 0 6 of 27 5 1 2 Annual Leave Hours n Plans Rules They run from 1st April to 31st March Entitlement is based on hours and is calculated using the employee s FTE See Appendix 1 here for full list of calculations including excluding bank holidays The full entitlement for the leave year is shown up front and does not require the user to date track to the last day of the leave year e g 31 March to establish entitlement Gross and net values will be shown in both the core application and self service The plan will indicate whether or not the entitlement includes bank holidays Entitlement is based on complete calendar months only Any allowance for starting or leaving part way through a month can be catered for using the Annual Leave Hours Override Element see below Values are rounded up to the nearest 15 minutes where calculations change mid year due to Increase in entitlement at 5 or 10 year anniversary
22. ry Information Date Earned Original Date Earned Payee Details Processing Priority Find Cancel On attaching Annual Leave Accrual n plan the Flexfield below will be displayed ESR NHS0199 Annual Leave Guidance v1 0 12 of 27 Plameni Cette Meck Mr Mate Processing Types Override Period 5 2014 Calendar Month 01 AUG 2014 O Recurring Additional Classification 2 Nonrecurnng Srocessed gt Goth Retroactive Processing Effective Dates Element Narne Type Costing Reason From To Basic Contracted NHS Recurring dl mm CT CC CT 01JAN2014 Enhanced Multipliers NHS Recurring II 700g 01JAN 2014 NI Recurring INHS999999 NI WOOO 01JAN2014 Negative Net Pay NHS Recurring Il WOOO 01JAN2014 Overtime Multipliers NHS Recurring tilt 47 OO U0 JANOU PAYE Details Recurring INHS999999 NF Witt OLC 01JAN2014 Pensions Information Recurring Wi OO 01JAN2014 SSP SMP Calculator NHS Recurring Hit ees Standard Costing NHS Recurring Hilt Pension NHS Recurring INHS999999 N A The value for Add 2 Statutory Days on the DFF of the f Annual Leave Accrual 1 NHS Recurring vm accrual plan element has been defaulted to Yes Entry Values Balance Grossup Condanwa Hi Source ID Element Fi 0O Absence Stat Date Ewe Dete I Tea Scheene Name AIC Overnde Hours Pi EI Pay Ounng Sctrece AGS 2 Stshsory Dee M Adpustreent Date geg Update for Retro Non Oste Change find ou cance 2 Add 2 Statutory Days Yes Include Stat
23. taff only Separate but similar plans are available for Bank Staff There are 5 separate plans but each is a replica of the others except for the name where n is either 1 2 3 4 or 5 Plan 1 should be used for the employee s primary assignment with the other numbered plans being used in numerical order in cases where the employee has additional assignments 5 1 1 Entitlement Based on Years of Service In order to ensure that the employee s entitlement takes account of their Recruitment Source aggregate years of previous service you Baseng must ensure that the correct values are SEN populated on the relevant person DFF fields CSD 3 Months shown opposite for an employee that has SC previous NHS or other approved Service ube Te Loss of Office Reckonable Service Date Enter the Aggregate Service Years and SEHR Aggregate Service Days information where nn appropriate Entries will only be required NHS CRS Preferred Smartcard Display Name where an employee has previous periods of WIR Opt Oui mI NHS or other reckonable service including See ee PE any previous service with the current NHS OMP Scheme NHS OMP SCHEME employer This is required so that the leave Legacy Employee Number 20000446 entitlement can be increased automatically p SC at the appropriate time for ATC and M amp D Proj New Starter NTF Sent Date 01 JAN 2000 Staff Latest Hire NTF Sent Date 08 FEB 2007 Monitor Changes Note The Inter Authority Transfer p
24. the 2 statutory days Entitlement is based on days and is calculated using the employee s working pattern defined on the Accrual Plan Entitlement is based on complete calendar months only Any allowance for starting or leaving part way through a month can be catered for using the Annual Leave Hours Override Element see below Values are rounded up to the nearest day where calculations change mid year due to Increase in entitlement Starting leaving or reducing increasing contractual hours either mid month or mid year 5 2 2 Setting up the Plan An accrual plan is required for each assignment the employee has When choosing the Annual Leave Accrual n plans ensure the Work Pattern is selected appropriate to that assignment as this will determine entitlement 27 OCT 2002 OCT 2002 2 OCT 2002 Scheme NHS Work Pattern Continuous Service Date Malays Days Year 0 Rate Days Year 1 Rate Find Days Year 2 Rate Days Year 3 Rate 1 day a week 10 5 days a fortnight 2 days a week 3 days a week 4 days a week 5 days a week days a week PT Nurse 1 day a week inc pub hol PT Nurse days a week inc pub hol PT Nurse 3 days a week inc pub hol PT Nurse 4 days a week inc pub hol PT Nurse 5 days a week ine pub hol Days Year 4 Rate Days Year 5 Rate Days Year 6 Rate Days Year Rate Days Year 8 Rate Days Year 9 Rate Days Year 10 Plus Rate Days Carry Forward Rate Further Ent
25. utory Days this adds the two statutory days that M amp D staff can have in addition to their annual leave subject to local policy The default is Yes If your organisation does not give these additional days then select No The 2 statutory days are prorated according to the work pattern in place as follows Work pattern Gdaysperweek 17 Sdaysperweek 17 1 6 days rounded up to the nearest day 1 2 days rounded up to the nearest day 0 8 days rounded to the nearest day 0 4 days rounded up to the nearest day ESR NHS0199 Annual Leave Guidance v1 0 13 of 27 The work patterns for P T Nurse 1 5 days inc pub holiday is excluded as these plans are no longer relevant for Nursing staff The Hours Based plans described above should be used Note All rounding will be done at the end where other changes occur such as increased entitlement and or leaving starting part way through the year The other fields on the flex field can be left as is Click OK and you will be taken out of the flexfield Click the entry values button to open up the plan and enter relevant values 5 2 3 Key points Previous Service at the Organisation If the employee worked for you previously then you must add their previous aggregate service with your organisation subject to local policy into the Aggregate Service Years and Days fields If you do not then their entitlement will be based on their latest start date with the orga
Download Pdf Manuals
Related Search