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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Leave and absence accr...
Finance | Project Operations, Human Resources, ...
Answered

Leave and absence accruals - when to run them.

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Posted on by Thokm33 21

Hello, I am configuring Leave and absence plans in FinOps v10.0.0.28, and have three questions regarding accruals for our scenario.

Scenario:
- Accrual frequency is annual, starting 1/1 of each year.
- Employees are awarded 22 days leave immediately when hired, along with prorating. I am using "Accrual period start date" as the Accrual award basis.
- After 3 years of service from hire date, employees are awarded 23 days leave. This should be awarded on their anniversary date, not at the beginning of the next period (1/1/20xx).

Questions:
1. Do accruals need to be run following any new hires, and terminations (say an employee joins, or leaves mid-year)?
2. Do accruals need to be run following anniversary dates, so that employees receive higher tiers of leave awards (eg. going from 22 to 23 days leave)?
3. Can we keep employees enrolled in this plan for multiple years, and if so, do we need to run accruals yearly (ie. on 1/1 each year)?

Plan setup:
LeavePlanSetup.png

Keith

  • Thokm33 Profile Picture
    Thokm33 21 on at
    RE: Leave and absence accruals - when to run them.

    Hi Sytse, thanks very much for your response - it does answer my questions.

    I have a few remaining questions related to the correct plan, and enrollment parameters to specify in order to award higher plan-tiers on anniversary dates, and not on plan start date (1/1). I will raise another post for that question.

    Keith

  • Verified answer
    Sytse Korts Profile Picture
    Sytse Korts 235 on at
    RE: Leave and absence accruals - when to run them.

    As Charlotte above me remarked, the best time to run accrual will depend on the wants and needs of the business. The suggestion I always give my customers is to run it individually for each new Hire via their Worker profile to make sure that the individual can then straight away book leave in. That would also be my answer for your first question.

    One customer I have uses annual accrual in a way not dissimilar to what you describe, and they have an annual batch job that runs accrual across their company right after midnight on New Year's Day. Another customer has it run daily overnight to make sure amounts are always up to date. That would be my suggestion for your second question.

    There is no problem at all with keeping plans going for multiple years - the system is designed to accommodate this. All my customers bar one have permanent leave plans like this, and you will want to make sure that there is an annual batch job to accommodate this. That's in relation to your third question.

    Do mark this post as verified if you think it might have solved your conundrum.

  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: Leave and absence accruals - when to run them.

    Hi Keith,

    About creating a leave and absence plan, you can view the following document:

    Create a leave and absence plan - Human Resources | Dynamics 365 | Microsoft Docs

    I can't give a definitive answer to your question, as it mainly depends on your own actual needs.

    Best Regards,

    Charlotte Xu

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