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Former Member

Restrict a particular Quota for employees

Hi Exparts,

Hope you all doing well. I'm facing a scenario and need some help from you people to configure this.

Scenario is all employee getting 30 PL quota for the whole FY - Year. Now in first year or in probation period PL generate 30 for the employee but he/she can't use it. This scenario has configured through Badi. In the next year Employee will get PL quota 30 along with PL carry forward quota 30. Now client want to restrict PL quota for the current year, in current year employee only use PL carry forward quota.

Eg.

FY - 2013 -2014 = PL - 30

FY - 2014 - 2015 = PL - 30 & PL C/F - 30

Employee can use only PL C/F balance in FY 2014 - 2015

Please help it's urgent requirement.

Thanks

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5 Answers

  • Best Answer
    Posted on Dec 16, 2014 at 08:26 AM

    Hi Rabi

    If this is the condition for every year, i.e. every year the EE will be using previous years carry forward balance only then you simply need to configure only the carry forward quota type under the deduction rule. Any leaves would only be deducted from the carry forward quota and current year's quota would not be used for deduction.

    However, if this is not the condition for every year, i.e. in the 3rd year employee there would not be any restriction on the current yr quota and the employee will get carry forward and current year's quota as well, then it will have to be handled differently.

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  • author's profile photo Former Member
    Former Member
    Posted on Dec 16, 2014 at 08:07 AM

    Create two different quota types for your scenario. In the particular situation, you can either keep Priority for Quota Deduction, or else, while creation of previous year quota, give the end date of previous year.

    Hope this helps.

    Regards,

    Bhagyashree

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  • Posted on Dec 16, 2014 at 09:37 AM

    Hi Rabi,

    You can control it's through deduction priority setting based on the validity condition of Quota.

    Check and tell me your result.

    Regards,

    Sankarsan

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  • author's profile photo Former Member
    Former Member
    Posted on Dec 16, 2014 at 10:38 AM

    You have given an example where it has been explained with 2 years only elaborate it for 2 more years and explain how it should work.

    As far i understand

    01.01.2013 - 31.12.2013 30 days

    01.01.2014 - 31.12.2014 30 Days + CF 30 days he can avail 30 days - 5 days availed = 30+25 = 55

    01.01.2015 - 31.12.2015 30 days CF is 55 Whether employee can use 55 CF balance or 55+30 = 85

    01.01.2016 - 31.12.2016 30 days CF is 85 Whether employee can use 85 CF balance or 85+30 = 115

    Where in your case 1st year he can avail 30 carry forwarded is clear what about subsequent years the logic applicable for all subsequent years i.e employee can avail only carry forwarded leave balance then define one more quota type as carry forward quota then query the regular quota balance on end of the year then create carry forward quota for every year with the help of PCR and assign deduction rule with priority where carry forward should be with high priority then it works.

    If this is not the case explain it clearly for better understanding.

    Regards

    Venkatesh

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  • Posted on Dec 16, 2014 at 12:03 PM

    I would recommend that you use Calendar option for accrual and once the calendar year gets over, the quota should be granted to the employee. In this way, you will ensure that he gets the quota only after he has completed the given year.

    Regards,

    Vivek

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