LP based on annual max hours for accrual

To date all of our LP plans are cycle based accruals and we define a Calculation for the cycles in which accrual rates increase. We have a maximum set so an employee is limited to the amount accrued each pay period (cycle). We are doing setup for a new entity and at first glance I thought it was going to be similar set up but they do not want to limit the per pay period accrual but instead limit it to an annual hours accrual max. They allow the employee to accrue on overtime but their annual accrual stops after they have accrued on 2080 hours. So those employees who work alot of OT stop accruing in Oct/Nov since they have already received accrual on 2080 hours. Does anyone have an LP similar to this? I feel like the answer is obvious but can't find it. Any tips would be appreciated!

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Comments

sriman-shivakoti

You can set up an annual accrual limit as part of you limit rules. Hope that helps point you in the right direction.

mark-garlen

We had this exact same plan for one of our facilities and could not find a Lawson (Infor) delivered solution at the time we were implementing it. We developed a custom program to track the annual hours worked and once 2080 were achieved, it stopped sending service records to be processed. I have not paid attention to whether or not any updates have included a way to achieve this in cycle based plans so I can't tell you if there is a non-custom approach to it. I can tell you that the facility that used this method stopped it years ago because it lead to a lot of confusion from employees not understanding why their PTO accruals stopped around October.

unknown

Thanks for the responses.

I tried to set up an annual accrual limit based # of hours in the Service Class but it won't let me attach it to the LP02 since the Absence Plan for PTO is set up with a Table Basis of Cycle based not hours. I thought about calculating the max accrued based on 2080 hours but when someone bumps up to a higher accrual rate than the new maximum would apply. This would be wrong an would essentially allow them to accrue on more than 2080 hours in the year they move from one accrual rate to the next. My thought for now is to create an audit or SmartNote to identify when an Emps Service Class is >= to 2080 and their accrual end date is not = 1/1/1700. Payroll could then manually intervene and add the accrual end date and make the necessary adjustment on hours over 2080 that may have been accrued on. Very manual but is a short term fix. Any other ideas?

sriman-shivakoti

That does get confusing. Ours is set up as a cycle limit table.

sriman-shivakoti

Here is the limit rule

mark-garlen

ccburt...If I'm understanding correctly, your plan limits the accrual based on 2080 hours worked/year. We had the exact same issues as you described because within the plan, there were multiple tiers based on seniority so there would be different max hours that could be accrued in a year. So that is where our custom program came in. We created a pay class that counted hours worked and the program would track those hours. As long as the annual total was under 2080, then it would generate a new class of records which was tied to the accrual calculations. Once 2080 annual worked hours were met, the service class was not produced. It was the only way we could think of to automate the process. Your idea for tracking the worked hours is essentially what our custom program did. We did not apply an accrual end date...just stopped sending the service class that would generate an accrual.

sriman-shivakoti

ccburt,

Yes it does. We have other plans with annual accrual limits as well. Set up in a similar manner.

Let me know if you need something else.

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