Time Off - Annual Account Start Date using employee’s month of birth

[Alexandra1]

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.