How to handle PTO Rollover and PTO carryover cap limit across two plans? — Cloud Customer Connect
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How to handle PTO Rollover and PTO carryover cap limit across two plans?

in Workforce Management

Summary:

Hi Community,

We have a PTO setup using two plans.

1.Vacation PTO Fiscal Plan - Allow rollover of up to 12 days on 1st April 2025

2.Vacation PTO carryover Plan -Holds the rollover balance with a cap limit of 45 days (i.e. including of rollover)

Issue:

On 1st April 2025 the accrual balance in the fiscal plan becomes 0 before the matrix formula can pick it up.

As a result, our accrual matrix formula doesn't return any adjustment value & cap isn't enforced properly.

Kindly let me know if any suggestion or better way to achieve this requirement.

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