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Time Owing at Year End Rollover#

This component determines if time can be carried forward to the next year, and if so, how much.

Choose the rule to be used as the ‘Time Owing at Year End Rollover’.

Rule	Description	Logic	Assoc.	Go to
01	Carry Over Whole Current Owing Balance	Uses the current time owing (A700) for Prior Year Time accrual. Allows time to be carried over into following years with no restrictions.	A700	A910
02	Cap Current Owing with Annual Entitlement Cap	Uses the current time owing (A700) or the annual entitlement cap, whichever is less. Allows time to carry over time up to a specified entitlement cap. The cap may be defined by Service Level or may be defined for the entire policy in the <Value> area of the component.	A700	A910
03*	Cap Current Owing with Year End Cap	Uses the current time owing (A700) or the year end cap, whichever is less. Allows time to carry over time up to a specified Year-End cap. The cap may be defined by Service Level or may be defined for the entire Policy in the <Value> area of the Component.	A700	A910
04	Cap Prior Owing only with Annual Entitlement Cap	Uses Current Year Earned + Prior Year Capped. Prior year capped is Prior Year Time less Time Taken this year, up to a maximum of the annual cap. Allows current year time owing to carry over without limit, but an entitlement cap restricts previous years. The cap may be defined by Service Level or may be defined for the entire Policy in the <Value> area of the component.	A300 A700	A910
05	Cap Prior Owing only with Year End Cap	Uses current year earned + prior year capped. Prior year capped is prior year Time less Time taken this year, up to a maximum of the year end cap. Allows current year Time owing to carry over without limit, but a Year-End cap restricts previous years. The cap may be defined by Service Level or may be defined for the entire Policy in the <Value> area of the Component.	A300 A700	A910

Example:

Prior Year Time Owing (from 1998): 60 hours

Current Year Time Earned (1999): 120 hours

Time taken (1999): 5 hours

Current Owing (1999): 175 hours

Entitlement Cap (this Service Level): 100 hours

Year End cap (this Service Level): 50 hours

01 (no limits, use total owing): 175 hours

02 (using Entitlement cap against Current Owing): 100 hours

03 (using Year End cap against Current Owing): 50 hours

04 (using Current Earned + Entitlement cap against Prior – taken): 175 hours (120 + min 100, (60-5)) (120+55)

05 (using Current Earned + Year End cap against Prior – taken): 170 hours (120 + min 50, (60–5)) (120+50)

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