Accrual Maximums Configuration - Revision history

Joel at 19:21, 23 January 2019

2019-01-23T19:21:28Z

2018-02-08T19:43:08Z

2018-02-08T19:38:01Z

2018-02-08T19:01:03Z

2017-08-02T17:15:00Z

2016-11-20T18:20:43Z

2015-06-20T04:18:39Z

Created page with " == See also == * Configuration"

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== See also ==

* [[Configuration]]

← Older revision		Revision as of 19:21, 23 January 2019
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	There is no option to split in the middle of a period and have one part lost and the other earning since the accruals are all earned in chunks at the end of the accrual period. The only way to split would be to adjust the actual dates of the last/first Actual period and make it a little shorter/longer so that it matches the end/start of the year.		There is no option to split in the middle of a period and have one part lost and the other earning since the accruals are all earned in chunks at the end of the accrual period. The only way to split would be to adjust the actual dates of the last/first Actual period and make it a little shorter/longer so that it matches the end/start of the year.
		+
		+	''Last X Days'' - this will allow to keep all earnings that were earned in the last X calendar days. Enter the number of calendar days in the Max. Amount column.

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 To have the employees lose all hours at the end of the year, since the end of the year may be in the middle of an accrual period, that period will either belong to the old year or the new year.
-To consider the whole period as last year: Amount Type should be set to "Maximum Hours" and the Date should be set to 12/31/xxxx of the old year.
+To consider the whole period as last year: "Max. Type" should be set to "Recurring Date Based Balance". "Max. Amount Type" should be set to "Maximum Hours" and the Date should be set to 12/31/2001.
-To consider the whole period as the new year: Amount Type should be set to "Calendar Year" and the Date should be set to 1/1/xxxx of the new year.
+To consider the whole period as the new year: "Max. Type" should be set to "Recurring Date Based Balance". Max. Amount Type should be set to "Calendar Year" and the Date should be set to 1/1/2001.
 There is no option to split in the middle of a period and have one part lost and the other earning since the accruals are all earned in chunks at the end of the accrual period. The only way to split would be to adjust the actual dates of the last/first Actual period and make it a little shorter/longer so that it matches the end/start of the year.

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 To have the employees lose all hours at the end of the year, since the end of the year may be in the middle of an accrual period, that period will either belong to the old year or the new year.
-To consider the whole period as last year: Maximum Type should be set to "Maximum Hours" and the Date should be set to 12/31/xxxx of the old year.
+To consider the whole period as last year: Amount Type should be set to "Maximum Hours" and the Date should be set to 12/31/xxxx of the old year.
-To consider the whole period as the new year: Maximum Type should be set to "Current Calendar Year" and the Date should be set to 1/1/xxxx of the new year.
+To consider the whole period as the new year: Amount Type should be set to "Calendar Year" and the Date should be set to 1/1/xxxx of the new year.
 There is no option to split in the middle of a period and have one part lost and the other earning since the accruals are all earned in chunks at the end of the accrual period. The only way to split would be to adjust the actual dates of the last/first Actual period and make it a little shorter/longer so that it matches the end/start of the year.

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 [[File:AccrualMaximums.png]]
 == See also ==
 * [[Configuration]]