on 2024 Jan 02 9:37 AM
Hi there,
We need assistance with a requirement for our customer’s Annual Leave Days and Annual Leave Hours time accounts. The accounts have an annual validity based on the employee’s month of birth, with the bookable period matching the validity period. For example, if the employee’s date of birth is 07/03/1985, then the account will start on 01/03/2023 till 29/02/2024. New hires should receive a pro-rated amount from their start date to the end of the month prior to their birth month.
We've attempted to achieve this with standard configuration using the attached Flexible Account Start Date Scenario business rule ec-to-time-account-start-date.png. However, if the Birthday month is greater than the Hire month, the system assigns the full entitlement for the year.
The customer's expected result is as follows:
For employees hired on 25/10/2023 with a birthday on 04/11/1993:
25 Oct 2023 – 31 Oct 2023: 0 days
1 Nov 2023 – 31 Oct 2024: 26 days
For employees hired on 25/10/2023 with a birthday on 04/12/1993:
25 Oct 2023 – 30 Nov 2023: 2 days
1 Dec 2023 – 30 Nov 2024: 26 days
Please guide us on achieving this result with standard configuration or help us to find an alternative solution.
Hi Jasper,
Thank you for your prompt response.
This requirement is for the current and subsequent years, involving a recurring account with annual accrual frequency. The entitlement is prorated using the hire rule and accruable period.
For instance:
If Birthday month is before Hire month, the result is:
Hire Date Birthday 2023 Account Validity 2023 Amount
25/10/2023 04/01/1993 25 Oct 2023 – 31 Dec 2023 4.5 days
However, if Birthday month is after Hire month, the system assigns:
Hire Date Birthday 2023 Account Validity 2023 Amount
25/10/2023 04/12/1993 1 Dec 2023 – 30 Nov 2024 26 days
For the above example, the customer's expected result is as follows:
Hire Date Birthday 2023 Account Validity 2023 Amount
25/10/2023 04/12/1993 25 Oct 2023 – 30 Nov 2023 2 days
25/10/2023 04/12/1993 1 Dec 2023 – 30 Nov 2024 26 days
Can this be achieved with standard configuration? Or do you know of any alternative solutions?
Thanks for your support!
Alex
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Is this only for the hire year or also subsequent years (and if so is it a ad hoc, yearly or infinite account)?
Because the validity of time accounts should normally be bound to the hire date and you'd normally rather just ensure the entitlement is prorated via the hire rule (or even nullified if you have such scenarios).
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