KB01-016

The Comprehensive Leave Manager multiple accrual feature will allow for multiple accrual rules on one leave code.  If a company policy states an employee accrues a certain number of hours every pay period based on years worked but they also get a bonus amount of hours, you can set this up with one accrual schedule on the new multi accrual feature. 

In our example, we will say that on their anniversary date they get 24 hours.  For 0-5 years – employees receive 4.0 hours, 5-10 years – 8 hours and 10+ years – 10 hours every pay period. 

Prior to the multiple accrual feature, you would have to setup two leave codes, one for lump sum leave type to handle the 24 hours and one for accrual leave type to handle the every pay period accrual.  If you wanted the hours available to an employee on one leave code rather than two leave codes, you could transfer or setup an automatic transfer using carryover.  Although the policy could be setup, it required some manual steps and assigning multiple leave codes to an employee.

Using the new feature, we can setup one leave code with Multiple Accrual Rules.  You can say accrue this way and one time per year add 24 hours on this day.

The Accrual schedule would be setup with two rules.  The first rule would run every pay period and be setup like this:

CLM accrual 1

Note: As you can see from the screenshot, we could also add a second range, such as maybe hours based on X.  If an employee works 1-5 years and 0-30 hours they accrue X.  We can add another rule for if an employee work 1-5 years and 30-40 hours.  I did not setup a range two here but am just mentioning the possibilities.  

Back to our example, my second rule is a lump sum rule and runs one time per year using the accrual based on date to determine our anniversary date.  

If you want to use an accrual plus a lump sum as in our example, then you would use an accrual leave type and check the rule as lump sum.  This then enables the frequency on the Leave Accrual Schedule.  You may notice the accrual leave type is based on hours worked.  Whereas a lump sum is based on dates.  With these different lump sum checkboxes, the system is able to maintain the current functionality available before the upgrade (using Lump Sum Schedule) but also leverage a more powerful lump sum when you have more complicated leave policies.

CLM accrual 2

You may notice I did not select checkbox “Lump Sum Schedule” but the “lump sum” check box on the rule.  If you want to use a lump sum leave type on the Leave Setup window, the system will require you use the “Lump Sum Schedule “only.  This checkbox will disable some of the features.  You cannot mix accruals and lump sums together with the leave setup type of lump sum. 

Now we just assign this accrual schedule to the leave code and let the system work its magic. 

CLM accrual 3

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Last Review:       March 18, 2015 – Revision: 1.0

Applies To:         

Employee E-Mail Suite Microsoft Dynamics GP 2015
Employee E-Mail Suite Microsoft Dynamics GP 2013 R2