Need help with Accrual Matrix Fast Formula, Carry Over Value and Max balance
Summary:
Can anyone suggest a fast formula for the accrual matrix with the below requirement. Please note that the eligibility formula, start date and end date formulas has been already created.
- If Employee is eligible.
- Fetch the enrollment end date of Sick plan.
- Check if the team member has valid earnings in the current pay period.
- If the Assignment Category is ‘Full time Regular’ or ‘Part time Regular’ or ‘Part time PTO’ then, the Accrual = 3.69 hours.
- If the team member is terminated or loses eligibility (enrollment end date <> 4712/12/31), then the balance must be made as zero.
- Flat HR Accrual/ Pay check : 3.69
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