Leave plan with maximum balance limitation

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Hi All, we are looking for a leave plan to configure maximum carry forward for a year along with maximum balance limit. For ex. An employee can not carry more than 10 leaves from current year to next year and can't keep more than 40 leaves in total, so the moment accumulated leave is more than 10, this will be lapsed.

I can see the system has maximum carry forward which I can use for my first scenario, is there anyway to configure maximum accumulation?

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qianwang 7,168 on at

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Hi nakul_waghe,

There is currently no function that configures maximum accumulation.

In the latest release plan, there are new feature rules for leave plan, please look forward to it.

docs.microsoft.com/.../create-leave-rules-meet-company-regulatory-policies

Regards,

QianQW
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I can see Maximum accrual field in Accrual Schedule, what purpose does it serve?
qianwang 7,168 on at

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Hi nakul_waghe,

I didn't find that field. Can you show me the relevant screenshots?

Regards,

QianQW
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Hi QianQW,

I am unable to attach the screenshot due to some issue, but you can find Maximum Accrual field in Accrual Schedule subform of Leave Plan form
qianwang 7,168 on at

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Hi nakul_waghe,

In my test, the application of the maximum carry-forward field of leave plan can be reflected in the last carry-forward amount field of the time off page. It calculates and displays the new 'accrual amount' accumulated each year, excluding the cumulative carry-over of all existing forecasted balances. You can test the specific function of this field.

As for the second Maximum Accrual field, I still can't find it.

Regards,

QianQW