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Finance | Project Operations, Human Resources, ...
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maximum carry forward based on percentage of remaining previous year

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Posted on by 1,162

HI expert,

I have scenario as follow:

employee join on June 2021

after 1 year of service, he/she has eligible to get 21 days

I setup plan as shown below:

CF.png

the scenario is:

On 31 December 2021, this employee is still probation period, after calculate accrual, the balance result was 12 month (from 21 days : 12 month X 7 months)

when generate on January 2022, the result balance carry forward become 10,5, it follows setup from menu above.

what customer want is 12 month balance on 2021 is only can be carried forward to 2022 only 50% (6 days). how to setup this requirement ?

thanks in advance

br

agus

  • agus Profile Picture
    agus 1,162 on at
    RE: maximum carry forward based on percentage of remaining previous year

    hi ejaz,

    ok if the system behavior like that.

    thanks so much

  • Verified answer
    EjazK Profile Picture
    EjazK 287 on at
    RE: maximum carry forward based on percentage of remaining previous year

    Hi Agus,

    The carry-forward is only calculated on the outstanding balance at the end of the accrual period. So you can't set a percentage for carry-forward on the total accrual

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