Leave plans: Prorated calculation on unenrollment

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Posted on by LydiaA.

Hi,

does anyone have experience leave plans with the "Accrual policy on unenrollment" set to Prorated?

It seems not to work correctly for us. We have a plan with this setting and assigned it to employees.

When we set an end date to the assignment and the date is over, the balance does not change.

Thanks for your help,

best regards, Lydia

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qianwang 7,168 on at

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Hi LydiaA,

If you assign the leave plan to an employee, the remaining balance is retained even 'the end date' is over.

As for the issue of setting ‘Prorated’ to ‘Accrual policy on enrollment’, the correct balance will display in the ‘view time off’ form.

Regards,

QianQW

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LydiaA. 5 on at

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Hi QianQW,

did you set the enrollment end date directly when you enrolled the plan to the employee?

In our case, we had the enrollment end date set to never when we initially enrolled the plan:

So the employee received the full accrual for the year.

Then, for example, his contract changed and we set an end date for the enrollment in the middle of the accrual period :

Then we started the "Accrue leave and absence plans" batch job.

After that, we would expect the accrual for the year to be recalculated and reduced accordingly,

but that does not happen.

Again thanks for your help!
Best regards, Lydia

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qianwang 7,168 on at

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Hi LydiaA,

Yes. I set the enrollment end date directly when enrolled the plan to the employee.

Once you reset the end date for the employee. System will caculate correct current balance form next accrual period.

Or you can consider adjust balance manually.

Regards,

QianQW

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LydiaA. 5 on at

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Hi QianQW,

thanks for your help.

This is a very unexpected behaviour of the calculation in a typical scenario.

For example, employees accrue their vacation annually and get their accrual at the beginning of the period.

Typically, on the beginning of the year, it is unclear who will leave the company during that year.

So, when we set an end date during the current period, the calculation should be adjusted accordingly in that ongoing period. The tool should not require a manual balance adjustment for that scenario.

Is that something we should submit as idea to possibly get it fixed?

Thanks, best regards,

Lydia

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qianwang 7,168 on at

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Hi LydiaA,

Yes. You can summbit an idea to Microsoft.

Regards,

QianQW

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Jill Carter 1,846 on at

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Lydia,

Did you terminate the employee's employment or just expire the enrollment of the employee?

Jill

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LydiaA. 5 on at

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Hey Jill,

we tried both.

When we simply set an end date to the leave enrollment, no prorated calculation happens.

When we use the terminate button and set a leave enrollment end date there, it has no effect on the leave plan enrollment (same for position end date):

Thanks for your help!

Best regards

Lydia

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Daniela H on at

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Hi Lydia,

I have encountered the same issue with the leave balance after unenrollment. Have you eventually found a way to fix it?

Thanks,

Daniela

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LydiaA. 5 on at

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Hi Daniela,

no sadly not. We still have to adjust the balance manually after termination is was set.

Best

Lydia

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Franciele Mognaga 5 on at

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Hi Lydia,

I have found an workaround to this situation, first you need to run the "Delete Leave and absence accruals" and then run again the accruals (Accrue leave and absence plans).

Not sure if it is the best solution, but doing so it will show the pro-rated amount.

Kind regards,

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