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Leave Accrual and Forfeit

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Posted on by MirandaP

I need to setup the following leave plan:

* Annual Leave:

Employees who are employed less than 10 years receives 22 days per Annum that should accrue per month.

Employees who are employed more than 10 years receives 30 days per Annum that should accrue per month.

All anual leave start dates should start on the 1st of January and end 31 December and not on the employment date of the employee. Employees should be able to carry forward leave not taken from the previous cycle into the next leave cycle but all carried over leave not taken by the 30 June in the next year should be forfeited. (6 months into new cycle - 30 June)

Example:

Employee A started 1/1/2020. He has 6 days Annual leave over (not taken) at the end on December 2020. His 6 days should carry forward to 2021 leave cycle but only for 6 months and the days not taken should be forfeited at the end of June 2021.

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RÖ-01081142-0 3 on at

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Leave Accrual and Forfeit

Hi @Tolu Koya,

I have a question to the carry forward function.

How does the system know that it has to carry foward the not taken balance at the end of the year?

So, if the take the mentioned example:

- Start of plan is January 1st 2020

- monthly accrual

- plan start date

- carry forward at January 1st 2021 00:00:00

When I take the monthly method, then I always get the end of the current month as the accrual period end. That's why I am asking, how the system knows that the it must carry forward the not taken balance at the end of the year/start of next year.

If I take the annual method, the accrual period end is then the 31 December. Here it is easy, the system knows when to carry foward.

Am I right?
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Tolu Koya 22 on at

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RE: Leave Accrual and Forfeit

Hi MirandaP

Follow these steps to set up your leave plan:

Ensure that the Leave carry-forward rules feature is enabled in the Feature management area (System Administration).

Create a new Leave type code for Annual leave carried over and set it as the Carry-forward leave type of the Annual leave code. See screenshot below as an example.

Set up your Leave plan as per screenshot and details below:

[Plan] start date = 1st January (of the effective year e.g. 01/01/2020)

Accrual frequency = Monthly

Accrual period basis = Plan start date

Accrual award date = Accrual period start date (assuming employees should be able to request leave at the beginning of the month they accrue leave

In the Accrual schedule, set up two lines:

Leave type = [Annual leave code] e.g. Holiday, Months of service = 0.00, Accrual amount = 1.83, Maximum carry-forward = 22.00

Leave type = [Annual leave code] e.g. Holiday, Months of service = 120.00, Accrual amount = 2.50, Maximum carry-forward = 30.00

Leave type = [Carry-forward leave code] e.g. Holiday Carry over, Months of service = 0.00, Accrual amount = 0.00, Maximum carry-forward = 0.00

I hope that helps!

Tolu Koya, D365 Solutions Architect
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Alexandra Socea on at

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RE: Leave Accrual and Forfeit

Hello Miranda,

For the Leave Plan I would suggest a setup as per the below screenshot.

As for the carried amount to be forfeited at the middle of the cycle, at the moment there is no such functionality but I highly encourage you to log an idea in the Ideas Portal.