Few months ago while browsing the Human Capital Management forums I saw a lot of issues related to Carry-Forward of quotas into the next year. There is a standard configuration on how to carry forward however it seems not many consultants are either aware about it or find it difficult to configure this situation.
This blog-post is an attempt to implement the Carry forward of quota through a PCR.
Requirement: If the employee has unused Annual Leave balance from the previous year, carry-forward a maximum of 5 days.
Realization: We have a requirement which states that at the end of the year, if there is any remaining balance in Annual Leave Quota, the quota needs to be brought into the current year. A maximum of 5 day can be brought forward from the previous year’s remaining balance.
- We use Time Evaluation to generate Quota.
- Annual Leave is configured in Absence Quota 01.
- Carry Forward is generated through Time Evaluation using Day Balance (Specified in table: V_T559E: Base Entitlement for Absence Quota Generation). We will use Time Type Z=01 for Carry-Over Leave
Personnel Calculation Rule (PCR) Z001 will complete the requirement as specified above:
Rule Z001 first checks to see if the current date is December 12 (CURMO = 12 and CURDY = 31) If this conditions are satisfied, then it checks for the cumulative remaining balance in Quota type 01 – Annual Leave (HRS=FR01C)
The HRS value is then compared with 5. If the HRS value is ?5, then the value in HRS is stored in time Type Z=01 (This Time Type is used as the Base Entitlement for Quota). If the HRS value is >5, then HRS is set to 5 and the value of Z=01 is set to the value of HRS.
If the current month is not December, we check to see if the current date is January 1. If current date is Jan-1, then we read previous day’s (Dec-31) value of Z=01 and store the value in current day’s value of Z=01.
Once the QUTOA function in the Schema is executed, the Generations rules will be processed and appropriate value in Carry-over Annual Leave will be generated.
The above PCR deals with the 1-January date as the Carry over date… However if the company has the policy to carry-forward based on the employee’s anniversary date, the rule will need to change to verify the date from IT0041 and then comparing to see if the current date being processes is the anniversary date and then follwoing similar process as described in the above rule.