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Assessment

Self-check: configuring an accrual plan

Four questions on the anniversary-year term and the continuous service date, the carryover limit versus the ceiling versus the annual limit at year end, negative-balance carryover and expiration caps, and choosing the balance frequency source.

4 questionsPass mark 70%Back to the lesson

What this checks

  • Choose between a calendar-year and an anniversary-year term
  • Distinguish the annual accrual limit from the ceiling and the carryover limit
  • Configure a carryover limit rule and an expiration
  • Choose between person primary frequency and a repeating time period

Every incorrect option names the misconception it represents. A wrong answer tells you which model of the process you reached for, which is the part that is worth correcting.

1. A plan must use an anniversary-year term, and the implementer wants the term to start from the worker’s continuous service date instead of the hire date. What actually happens?

Choose between a calendar-year and an anniversary-year term · targets: Believing the continuous service date moves the accrual term start, and building year-end boundaries on it.

2. At year end a worker has 22 days on a plan with a 5-day carryover limit, a 40-day ceiling, and Disburse remaining balance not selected. The ceiling never triggered during the year. How many days does the worker start the new term with, and why?

Distinguish the annual accrual limit from the ceiling and the carryover limit · targets: Attributing the year-end loss to the ceiling, or assuming an un-dispersed excess is paid automatically.

3. A plan uses the Flat Amount carryover rule with limit 0. A worker ends the term with a negative balance of 3 days. How much balance is carried into the next term?

Configure a carryover limit rule and an expiration · targets: Assuming a 0 limit zeroes out every balance, including negative ones.

4. A plan needs to accrue leave every two weeks during an annual term, and the worker’s payroll later changes from weekly to monthly. What is the correct configuration?

Choose between person primary frequency and a repeating time period · targets: Using person primary frequency and expecting it to stay biweekly after the payroll change, or creating a repeating period shorter than 7 days.