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LP Front Load

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Kelly H
Veteran Member
Posts: 167
Veteran Member
8/25/2016 1:52 PM

    Can a balance be front loaded to an LP plan at the beginning of each year through an automated process?  We know that this is process is able to be done through add-ins.  But we were wondering if there is any way to run an automated process to do the upload.  

    Beate Hughes-Brown
    Advanced Member
    Posts: 30
    Advanced Member
    8/25/2016 2:17 PM
      We have automation that pulls over certain balances, up to limits, from previous years. We also allot time on January 1 for the whole year and that is done via rules in the setup of the LP plan. So when we run our LP140 to start the year the system drops in a whole year of vacation.
      Kelly H
      Veteran Member
      Posts: 167
      Veteran Member
      8/25/2016 4:56 PM
        I should have clarified, we are looking at doing an initial allotment on Jan 1 and then employees would accrue on hours worked for the remainder of the year.
        Margie Gyurisin
        Veteran Member
        Posts: 538
        Veteran Member
        8/26/2016 2:39 PM
          It has been a long time since I looked at LP plans but have you tried entering the allotment on the LP03.2 allotment tab and also the accruals on the accrual tab for the same accrual rule?

          Margie Gyurisin
          Veteran Member
          Posts: 538
          Veteran Member
          8/26/2016 2:46 PM
            The other thing you should be able to do is upload to LP70 an amount for those eligible to receive the allotment each Jan 1.
            Brandon
            Basic Member
            Posts: 11
            Basic Member
            8/31/2016 4:36 PM
              I have not used an accrual table and an allotment able in the same accrual rule. It would be interesting to see if that works.
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