Automatic Accrual based on Length of Service

[viel]

Hi All,

I'm configuring a rule where the system needs to check the service length of the employee from the hire date. Service Length needs to be exactly 9 months from the hire date before the accrual will be added.

I created a field "Length of Service" on the Job Information to store the number of months of the employee in the company, also will use this as the recalculation field. However, when I tried to get the value of the field to use in the accrual rule I always get a "null" value. Also found out that the value didn't add to the database of the system when I tried to extract a report since the event type is on onView.

Is there any possibility to get the value of the field or could you advise another solution? I'm stuck up here. Attached is the screenshots for your reference. Your help is greatly appreciated.

Can anyone help me out please?

accrualrule.jpg

losrule.jpg

null.jpg

Thank you.

Ronna

[Virginie_Klein · Accepted solution]

Hi Ronna,

now I got it. You could trigger the recalculation in such a case only manually which is not really feasible I guess. Did you consider using the time account type waiting period? It's a setting on the time account type ("Time from Hire to first Accrual"). Would it satisfy your requirement if you enter there 9 months? If an employee is hired for example on 1 Jan, 2021 and you have annual accruals, instead of posting the accrual to 1 Jan, 2021, the accrual would get posted on 1 Oct, 2021.

Kind regards

Virginie

[viel · Accepted solution]

This is really a big help! Thank you so much.

Regards,

Ronna

[Virginie_Klein]

Hi Ronna,

I see...well, the attached rule as such looks fine to me. Did you check the rule trace in this case as well? And what exactly is 0? Only the end result, i.e. the accrual posted, or already the result of the rule function which retrieves the length of service?

Kind regards

Virginie

[viel]

Hi Virginie,

0 is the amount posted on the employee's time account after he is hired, when he reached the 9 months service the amount posted needs to automatically change to 5 days. Regarding the rule trace, I already checked the logs and the rule works fine, the amount changed to 5 days but in the UI the value is 0. amount.jpg. What I want to know is how can the system automatically change the amount posted on the time account when the employee reached the 9 months? Thank you so much.

Best Regards,

Ronna

[Virginie_Klein]

Hi Ronna,

but what I understood from your screenshots is that you use that function in a separate rule attached to the job info or did I misunderstand that?

Kind regards

Virginie

[viel]

Hello Virginie,

Apologies for the confusion, what I mean is I used the "Get Number of Months from Start Date Until End Date" in the accrual rule and created a sample user to check if the amount (5 days) will be added when the user reached the 9 months service but the amount remains 0. (see attached) getnumberofmonthsaccrualrule.jpg

Kind Regards,

Ronna

[Virginie_Klein]

Hi Ronna,

I would suggest to do it w/o custom field. You could just query the length of service within the accrual rule itself: If Get Number of Months from Start Date Until End Date = 9, then...

Kind regards

Virginie

[viel]

Hello,

Tried to use that function, but my problem is when the employee reached the 9 months service the accrued value is still 0 and the right amount is not added to the time account.

Regards,

Ronna