Benefit accrual plans (form) 6.2 CU7 and prior
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click Payroll > Setup > Benefits > Benefit accrual plans.
Use this form to set up benefit accrual plans, such as vacation time and sick time.
After you set up a benefit accrual plan, you can use the Benefit accruals form to enroll a worker in the plan. For more information, see Benefit accruals (form) 6.2 CU7 and prior.
Benefit accrual plans allow you to track accrual balances as they increase and decrease throughout the plan year.
备注
This topic describes functionality that is available only if the Payroll - USA configuration key is selected.
Tasks that use this form
Form-level controls
Buttons |
Description |
|---|---|
New Delete |
Create or delete a benefit accrual plan. 备注 You cannot change the name of a benefit accrual plan. If workers are enrolled in the plan, it cannot be deleted, even if the plan has expired. |
Fields |
Description |
|---|---|
Benefit accrual plan Description |
The name and description of the benefit accrual plan. |
Annual plan start date |
The first day of the current plan year. The plan is automatically reset each year on the anniversary of this date. If this field is blank, the plan is not reset. |
Accrue on usage |
To determine the number of hours that are accrued in each pay statement for a benefit, the total number of hours on the earnings statement is multiplied by the hourly accrual rate. If this check box is selected, hours used from this plan are included in the total number of hours. For example, suppose a plan uses the “Sick” earning code, and a worker who is typically scheduled to work 40 hours a week is sick for one day. If the Accrue on usage check box is selected, the worker will accrue additional sick time, which is based on 40 hours times the hourly accrual rate. If the Accrue on usage check box is cleared, the worker will accrue benefits based on only 32 hours. |
Carry forward balances |
If this check box is selected, hours that are not used at the end of the plan year can be carried forward to the next plan year. |
Back to top
Plan rules
Buttons |
Description |
|---|---|
Add Remove |
Add a line to or remove a line from the selected benefit accrual plan. Each line provides the rules for accruing time and for using plan benefits that apply to the plan for workers with the specified number of months of employment. |
Grid headings |
Information |
|---|---|
Months of employment |
The minimum number of months that a worker must be employed for the selected line from the benefit accrual plan to be applied. We recommend that every plan include a row starting at zero months of employment. Each row ends when the next row starts. The last row starts at the specified number of months and does not end. For example, the rows in your plan might have 0, 12, and 60 for months of employment. The rate and limits in the first row would start when a worker is hired and be applied through the end of their eleventh month. The second row would start at twelve months and be applied through the end of the fifty-ninth month. The third row would start at 60 months and be applied for as long as the worker remains employed. The months of employment value is determined by either the employment start date or the seniority date, which is specified in the Benefit accruals form for the worker. For more information, see Benefit accruals (form) 6.2 CU7 and prior. 备注 The employment start date is in the Employment history form, and the seniority date is in the Worker form. We recommend that you make sure that the seniority date field is entered. If you use the seniority date to determine the months of employment, and the seniority date field in the Worker form is blank, the worker can use hours from the benefit accrual plan, but no hours can accrue in the plan. |
Hourly accrual rate |
The number of hours that are added to the accrual plan balance for each hour that is on the earnings statement. For example, enter 0.03846 for a worker who receives 10 days off each year. For more information, see Benefit accrual plan tasks. |
Maximum accrual limit |
The maximum number of hours that a worker can accrue during a plan year. 备注 If the plan is not reset each year, this is the maximum number of hours that a worker can accrue in the plan over the lifetime of the plan. |
Minimum balance |
The minimum number of hours that must be available in the plan before a worker can use hours from the plan. When the available balance is less than this number, the worker cannot use any hours from the plan until additional hours have accrued, or until the available balance has been adjusted. 提示 To allow workers to use hours before they have accrued the hours, enter a negative number. |
Carry-forward limit |
The maximum number of hours that can be carried forward to the next plan year. If the Carry forward balances check box is cleared, no hours are carried forward. |
Earning codes for plan usage
We recommend that you assign a benefit accrual plan to a single earning code, and that you use the earning code for only one benefit accrual plan. The earning code is used to verify the available balance when the earning statement is released. It is also used to reduce the plan balance when a pay statement line that includes the earning code is submitted for payment.
If you use the earning code for a benefit accrual on an earnings statement for a worker who is not enrolled in the plan, no validation occurs.
Buttons |
Description |
|---|---|
Add Remove |
Add an earning code to or remove an earning code from the selected benefit accrual plan. |
Fields |
Information |
|---|---|
Earning code Description |
The name and description of the earning code that is used to record the hours that are used from the selected benefit accrual plan. |
Back to top
See also
Benefit accruals (form) 6.2 CU7 and prior
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).