Changing accrual rates (Abs Mgmt)

Your method is spot on for what your goal is.

Creating the new table and rule and updating the plan structure will do what you need.

The only reason to create a new plan would be if you wanted some type of clean cut history showing that up until x date they had one accrual level and then it changed.

But that is one of the better parts of LP over the old TA, you can change the rules without stoping and starting plans and enrollment.

Excellent, thanks so much Dave! We have not had to change our LP plans in several years, so I was a bit rusty. Thanks again!

Dave,

Can I ask you a question about Limit Rules in Absences Management? All of our employees are paid bi weekly. We have annual limits (cylcle based) for each LP plan we have set up. Do we need to set up bi weekly limits as well as annual limits? Or, just Annual limits? I am not sure I understand why we would want bi weekly limits if we allow our staff to exceed the accrual amount for each pay as they are paid based on hours paid. Does that make sense?

We have just recently went live and we have been left with some terrible set up and I am trying to clean up with not a lot of LP knowledge.

Thank you so much for your time!

You do not need bi-weekly limits unless your plan limits how much they can accrue in a pay period. Some employers have plans that allow accruals per hour with a bi weekly limit. For example, I have set up plans that accrue .1001 hours per hour paid up to 8.008 hours; the union contract allowed accrual on hours up to 80 hours per pay. So that plan had an annual accrual limit and a bi-weekly limit.

So, unless your plan requires a maximum accrual per pay period, then your annual limit is sufficient.

Hi Dave,

Can I ask you a question about Limit Rules?  My users want to apply a cap of 300 hours per pay period for a process level and 300 on 3/1 for a different process leve. The users asked to develop a new custom program to apply the annual limit and biweekly limits. I suggested they should into LP03.4 to setup annual limits. We want the cap applied after accrual and usage. However, the cap is applied prior to looking at the accrual and he usage and doesn't work correctly.
LP140 parameter processing option 1 (all processing) and retroactive accruals.

So assuming I am understanding the two different setup needs correct;

First you will need two different employee groups to separate the two process levels

For Group 1 – with a 300 limit each pay period;
It should work if you use the Limit Rule - LP03.4 (which is the direction you were already going) and set up an Ongoing Balance. The hours table would be set up with a 300 hour limit with a bi-weekly Cycle Frequency
- I do believe this should work for what you need and should apply the bi-weekly limits as they have asked.
- When running the payroll usage should have already been taken prior to running accrual calculations so it should apply the limit after usage has been applied (it should be looking at the temporary balance when calculating the limit)

For Group 2 - With the annual limit
You should be able to accomplish this with a carryover limit setup with a 03/01 reset point.

Dave, thank you for your time. Yes, I like this solution better than writing a new custom program but my users are so crazy about customizations and I am new to Lawson. We customized LPCUSTOMPD, which is called by LP140 to do calculate accruals.  
 
According to my user, we can't use LP03.4 because of timing of when the cap is applied by the system.   
We have had issues with running LP140 for which accruals are given, usage is subtracted/applied, and limits are applied all in the same run. I found an article KB 1192820 which basically states that all 3 of these things cannot be accomplished in the same run of LP140. Is this correct? Do you have any other information on the processing order if we wanted to give the bi-weekly accrual, subtract the usage, and then apply the limit?

We run LP140 for All Processing one time during the payroll run and the accruals, limits and usage are all handled correctly -
accrual is calculated, usage is subtracted, limits are applied, accrual is transferred to available. We don't have anything custom.

Example - Plan with limit of 336 hours - Beginning balance 332.98, Accrual 9.16, Usage 6.10, Accrual lost .04, Accrual transferred to available 9.12 Ending balance 336.0