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Leave and Absense - Accrual Schedule Setup

Posted on by 80

We've just done a migration from a legacy system to Dynamics HR. Mostly everything is working smoothly, but Leave and Absence is proving to be a pain.

The end goal is for us to have a leave plan with a base entitlement of 29 days. At the 5, 6 and 7 year mark, this should be increased by a 1 day each - so each employee should have 32 days entitlement once they reach 7 years of service.

We've managed to get all employees on the base entitlement, but nobody has any additional entitlement based on their start date (e.g. someone who joined in 2014 still has 29 days entitlement). Everyone has been enrolled as of their employment start date. Even forcing the accrual process on an employee record did not work.

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Is there anything that we're missing? Looking at other examples online this looks to be how it's supposed to be setup, but still no dice. This also applies to other plans (e.g. paid sickness) but hopefully once a solution is found for this, we can apply to all relevant plans.

  • RE: Leave and Absense - Accrual Schedule Setup

    Hello Sam, 

    Could you please let me know why have you decided to go with this setup? 

    Personally, I would have gone with a 29 accrual amount for 0.00 months of service, a 30 accrual amount for 60.00 months of service, 31 for 72 and so on. 

  • sjsbls Profile Picture
    sjsbls 80 on at
    RE: Leave and Absense - Accrual Schedule Setup

    These employees were originally enrolled on 1st Apr 2021 based on a misunderstanding of how the system worked. We have since un/re-enrolled everybody (including reseting their balances) based on their employment start dates, however the behavior mentioned in the OP is still present.

  • RE: Leave and Absense - Accrual Schedule Setup

    Thank you for the response. What is the date of the enrollment for the employees?

  • sjsbls Profile Picture
    sjsbls 80 on at
    RE: Leave and Absense - Accrual Schedule Setup

    Hi Alexandra,

    After running the accural process, all employees had 29 days entitlement for the Other Holiday leave type regardless of their length of service.

    Thanks,

    Sam

  • RE: Leave and Absense - Accrual Schedule Setup

    Hello Sam, 

    Could you please let me know what is the result that you got after you have ran the accrual process for this leave and absence plan? 

    Thank you!

    Best regards 

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