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Annual Leave Carryover by Employee Category – Fast Formula

in Workforce Management

Summary:

Context

We have an Annual Leave Front Load accrual plan with entitlement that varies by contract type/duration, plus carryover rules that differ between Medical and Non-Medical staff. Currently everything (entitlement calculation + carryover cap) is combined in a single Fast Formula, which is getting hard to maintain because the carryover logic has several early RETURN points mixed with the accrual calculation.

Entitlement (varies by contract):

  • 12 months / 30 days contract → 21 or 30 days depending on type
  • 24 months / 42 days contract → 21 days
  • Part-time 12 months → 21 days
  • 24 months / 60 days contract → 60 days
  • First 2 years: accrued daily; after that, front-loaded for both Medical and Non-Medical
  • Unpaid absence days cancel that day's entitlement
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