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Finance | Project Operations, Human Resources, ...
Answered

Leave and absense plan set up

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Posted on by 55

Hello,

I have 55 employees and i have setup my leave and absence plan as prorated which is working fine. Now i want to make it full accural in enrollment and unenrollment. As i have new employees joining end of this month. Screenshot attached below is the leave and plan set up

pastedimage1571204700750v1.png

1.How will this impact to the old employees after changing the plan from prorated to full accural?
2.Will the new employee get all the leave instead of getting partial leave(that is employee getting leaves based on when he joins).?
3.Do we have an audit where we can track the changes done to this plan.?

It would be a great help if we get the answer to the above questions.

Thanks & Kind Regards,
Hish

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  • Verified answer
    Jill Carter Profile Picture
    1,846 on at

    As stated in the last post, once you have run accruals for a plan you can't change the accrual policy. You'll have to either delete all of the transactions or create a new plan. 

    When accruals are run, records get created in the leave bank transaction table. If accruals are run again, the accrual engine verifies if an accrual record already exists for that employee for that plan. If so, no updates are made to the existing record and a new record isn't created. 

    At this time, there isn't an audit available to track what changes have been made to the leave accrual plan. If this is something you'd like to see added to the application, please submit an idea: experience.dynamics.com/.../

  • Hish11 Profile Picture
    55 on at

    Thank you so much Jill. Great help !!!!

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