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Seeking Guidance: Customizing Accrual Balances on Statement of Earnings with TRU-Level Limits

in Payroll and Global Payroll Interface (GPI) 1 comment

Hello Community,

Has anyone encountered a scenario where accrual balances need to be displayed on the Statement of Earnings (SOE) during payroll processing, while also enforcing limits at the TRU (Tax Reporting Unit)/person level?

In our case, the business requires that these accrual balances reflect a maximum cap—specifically, if an employee has multiple assignments under the same TRU, the combined accrual balance across all those assignments should not exceed 40.

We are looking for guidance on how to implement this logic using Fast Formula, ideally in a way that allows us to customize the accrual balance display on the SOE.

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