We are running the first payroll of 2020 and receive the error "you cannot accrue attendance for a date not in an actual period"
2019 year end closing procedures were followed, 2019 is closed and the 2020 fiscal periods have been set up and are open for January.
Please help.
Thank you
Brandy
Hi Andy,
Correct, to me if your accruals were set up to end on the calendar year, and then again to begin on the calendar year, you would have had the outcome that you were hoping for. If you wanted to verify, I would recommend setting up a test company with a copy of live and doing a test pay run and test accrual, as I am not sure off the top of my head and would need to review your setup more thoroughly to know for sure.
"How to set up a test company that has a copy of live company data ":
support.microsoft.com/.../871973
Thanks,
Isaac Olson
Microsoft Support
Thank you.
So in this case, if we would've listed and accrued our last period in 2020 to run through 12/31, then our first 2021 period would correctly accrue hours? Will there be issues if the pay period is still 12/27 thru 1/9, but the first period of the 2021 accrual is only 1/1 - 1/9? Will the first accrual still accurately reflect all hours worked between 12/27 and 1/9?
Andy
Hi Andy,
The yearly maximums on accruals are designed to work on a 'calendar' year. Therefore, we also recommend setting up accrual periods on a calendar year as well if they are not. You 'can' overlap the years, as long as you don't skip any dates or have overlapping dates between 2 years of schedules, but then you may run into accruals not running for period 1 of the new year, because it is looking at last year's maximum and if they have maxed out, it won't run.
The system will use the 'Start Date' of each period as the 'Next Accrual Date' on the Employee's attendance maintenance card. If period one starts with 12/27/2020, then the system will put this as the Next Accrual Date and read the 2020 maximum. Once it has accrued or run through the accrual process, (and the system says "ok, he's maxed out for 2020", so it runs a $0.00 accrual transaction for this person, and then increments the Next Accrual Date to the Start Date of the next period (which period 2 is probably a 2021 date), and so the accrual starts to work again, because they have not maxed out in 2021.
Thanks!
Isaac Olson
Microsoft Support
Hello,
We are experiencing an issue related to this attendance accrual also.
Our accrual periods are setup correctly and cross over years - for example 12/27/20 - 1/9/21. When we run the accrue transaction through 1/9/21 (1/15/21 Payroll Check date), it is not accruing PTO for employees who maxed out their accruals in 2020. Is this because the period has a start date in 2020? The HR > Attendance > Setup was set to 2021 for current year. We have had to manually re-calculate and adjust each employees PTO balance to reflect the proper amount. Is there a way to prevent this in the future?
Thank you!
Andy
Hello,
I am guessing that you are beyond this error by now, but if not, the 'period' referred to in this message is the accrual period in HR setup for Attendance.
HR & Payroll >> Setup >> Human Resources >> Attendance >> Accrual Periods
I would check here for your 2020 year and make sure that your periods are set up.
Thanks!
Isaac Olson
Microsoft Support
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