Dynamics Community Forum Thread Details

Separate vacation benefit plans

We changed our basic vacation plan. The annual maximum under the new plan is 160 hours. However, some long term employees were already earning 200 hours a year. They will remain at 200 hours a year. Rather than having to manual change the vacation balance for these individuals every year, I've created a second vacation plan.

Our Benefits Class for vacation is VAC. The Benefits ID is also VAC. For the new vacation plan we are using Benefits Class VAC and Benefits ID VAC-GR. I went through the process for each of indicating the transition options of an expiration date for VAC and the Next Benefit ID for the grandfathered individuals. However, even though they have the new vacation plan showing up on their benefits tab, when we try to deduct time from the new plan, it tells us there isn't any. I'm really confused. We don't have a separate earnings type of VAC-GR set up for this. Is that the problem? I thought it would continue to use the VAC earnings type but I could be wrong. Any advice?

Thanks!

When you say that the grandfathered employees have the VAC-GR benefit id, is that benefit id showing a beginning balance equal to what the balance was under VAC? If not then I suspect that when you transitioned them to VAC-GR you forgot to check the carry benefit history forward option so it did not bring over the balance from the previous benefit.

No, you should not have to set up a new benefit earnings type. When you accrue a benefit, the reduction of that accrued benefit when they actually use some of it is based on the benefit usage code on the benefit earnings setup. So, there should be benefits available for the VAC earnings type if you checked the carry benefit history forward. option.

If you did not check then option then you will need to plug back in the ending balance from the VAC benefit into the beginning balance of the VAC-GR benefit for the employee.

Quick Links

Leaderboard