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Dealing with changing accruals and negative balances

edited Dec 22, 2020 10:25AM in Workforce Management

Summary

How do you manage where an accrual drops and the correction of the absence?

Content

Hello all,

I was wondering if anyone has similar problems and how you've dealt with it?

Scenario is we front load the annual leave balance at the start of the year, and colleagues can take this at any point during the year. It is based on a number of factors, including the job you do and the number of hours a week you work, so if you change any of these we will recalculate your balance based on a proration logic.

The problem comes now where you have booked or taken more than your 'new' accrual. For future absences, they go in to error state, but importantly the calculation card still remains and therefore they still get paid. We currently manually change these centrally and communicate to individuals to review the bookings.

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