Company: Link Technologies
Case No: L13108. Project: 15.60: LinkSOFT Version 15.60
Logged By: Vineshwar Prasad (Edge Business Solutions) on behalf of Sanjay (Link Technologies) on 05 Feb 2025 04:30PM
Priority: Medium
Product: Payroll & HR
Group: Software Defect
Time Taken: 85.00 (Weight: 80.00)
Assigned To: Development
Circulation: Development, Sanjay, Sitla, Vineet, Vineshwar Prasad
Resolve By: Friday, 21 February 2025 06:36 PM [16 days since logged date]
Status: UAT
Subject: “Grade Leave” does not Auto-Allocate when “Minimum Service Years” is set to 0 and only Allocates when the December Calendar is Closed
Summary:    Issue: “Grade Leave” does not Auto-Allocate when “Minimum Service Years” is set to 0 and only Allocates when the December Calendar is Closed

Setup Details
  1. Created Employee

    Emp Code

    Start Date

    GAL001

    01/01/2021

    GAL002

    01/01/2021

    GAL003

    01/07/2021


  2. Grade Setup

    Row

    Leave

    Privilege

    Minimum Service (yrs)

    Employment Start Between

    1

    Annual Leave [AL1]

    120

    0

    01/01/2000 - 31/12/2100

    2

    Annual Leave [AL2]

    150

    1

    01/01/2000 - 31/12/2100

    3

    Annual Leave [AL3]

    180

    2

    01/01/2000 - 31/12/2100

Test Result
  1. Create Pay

    Emp Code

    GAL001

     

     

     

     

     

     

     

     

     

    Start Date

    01/01/2021

     

     

     

     

     

     

     

     

     

    Pay No

    Payrun Date

    Allocation

    BFW

    Accrual

    Bal

    Allocation

    BFW

    Accrual

    Bal

    Comments

    1

    31/01/2021

    AL1

     

       10.00

        10.00

     

     

     

     

    AL1 was manually Allocated

    2,...

    28/02/2021

    AL1

     

       10.00

        20.00

     

     

     

     

     

    12

    31/12/2021

    AL1

     

       10.00

      120.00

     

     

     

     

     

    1

    31/01/2022

    AL1

      120.00

       10.00

      130.00

    AL2

     

       12.50

      12.50

    AL2 was automatically Allocated from Grade Leave when the December Calendar was closed

    2

    28/02/2022

    AL1

      130.00

       10.00

      140.00

    AL2

     

       12.50

      25.00

     

    3

    31/03/2022

    AL1

      140.00

       10.00

      150.00

    AL2

     

       12.50

      37.50

     

     

     

     

     

     

     

     

     

     

     

     

    Emp Code

    GAL002

     

     

     

     

     

     

     

     

     

    Start Date

    01/01/2021

     

     

     

     

     

     

     

     

     

    Pay No

    Payrun Date

    Allocation

    BFW

    Accrual

    Bal

    Allocation

    BFW

    Accrual

    Bal

    Comments

    1

    31/01/2021

     

     

     

     

     

     

     

     

    AL1 was expected to be Auto Allocated

    2,...

    28/02/2021

     

     

     

     

     

     

     

     

     

    12

    31/12/2021

     

     

     

     

     

     

     

     

     

    1

    31/01/2022

    AL1

     

       10.00

        10.00

    AL2

     

       12.50

      12.50

    AL1 & AL2 were automatically Allocated from Grade Leave when the December Calendar was closed

    2

    28/02/2022

    AL1

     

       10.00

        20.00

    AL2

     

       12.50

      25.00

     

    3

    31/03/2022

    AL1

     

       10.00

        30.00

    AL2

     

       12.50

      37.50

     

     

     

     

     

     

     

     

     

     

     

     

    Emp Code

    GAL003

     

     

     

     

     

     

     

     

     

    Start Date

    01/07/2021

     

     

     

     

     

     

     

     

     

    Pay No

    Payrun Date

    Allocation

    BFW

    Accrual

    Bal

    Allocation

    BFW

    Accrual

    Bal

    Comments

    7

    31/07/2021

     

     

     

     

     

     

     

     

    1st Pay but No Accrual because No Allocation

    8

    31/08/2021

     

     

     

     

     

     

     

     

    2nd Pay but No Accrual because No Allocation

    9,...

    30/09/2021

     

     

     

     

     

     

     

     

     

    12

    31/12/2021

     

     

     

     

     

     

     

     

     

    1

    31/01/2022

    AL1

     

       10.00

        10.00

     

     

     

     

    AL1 was automatically Allocated from Grade Leave when the December Calendar was closed

    2,...

    28/02/2022

    AL1

     

       10.00

        20.00

     

     

     

     

     

    6

    30/06/2022

    AL1

     

       10.00

        60.00

     

     

     

     

     

    7

    31/07/2022

    AL1

        60.00

       10.00

        70.00

     

     

     

     

    AL1 Rollover happened due to Leave Anniversary

    AL2 did not Allocate from Grade Leave

    8,...

    31/08/2022

    AL1

        60.00

       10.00

        80.00

     

     

     

     

     

    12

    31/12/2022

    AL1

        60.00

       10.00

      120.00

     

     

     

     

     

Environment Details
  1. URL: https://linktechnologies.com.au/DEMO-LinkSOFT-EDGE
  2. Company: 1003
  3. Version: 15.51.250130.GA

Regards
Vineshwar Prasad

Audit Notes:Edited by sanjay on 17/02/25 14:25. Edited by sanjay on 15/02/25 11:31. Edited by sanjay on 10/02/25 15:26. Edited by vineshwar on 05/02/25 16:30. 
06 Feb 202504:06PM Comment 1 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 07-02-2025 05:47 PM Time Taken: 3.00 Notes: Edited by sanjay on 10/02/25 15:27. Edited by sanjay on 06/02/25 16:29. Edited by sanjay on 06/02/25 16:28. Edited by sanjay on 06/02/25 16:27. Edited by sanjay on 06/02/25 16:13. Edited by sanjay on 06/02/25 16:11. ETC extended from: 05/02/2025 to 07/02/2025

Problem Statement:

  1. For all three employees, AL1 was not allocated on the first pay. Note that "Min Service Year" is zero, therefore, this should have been allocated on the first pay.
  2. For Employee GAL003, the following issues were identified:
    1. Pay # 1, 31/01/2022 - AL1 was allocated. This is incorrect as it should have been allocated in the first pay for the employee
    2. Pay # 7 on 31/07/2022, AL2 was not allocated. This is the 1st anniversary

Sitla Note: In version 14, Grade Leave was correctly allocated to the employee on the anniversary, i,e, Problem 2.2 was not an issue in V14

Next Step: Sitla to get Mind Pearl DB which is V14 for us to investigate the issue.


06 Feb 202506:48PM Comment 2 by Sitla (Edge Business Solutions) This comment has been removed
09 Feb 202510:36AM Comment 3 by Sanjay (Link Technologies) Case L13108 added to project 15.60
09 Feb 202511:07AM Comment 4 by Sanjay (Link Technologies) This comment has been removed
13 Feb 202510:34AM Comment 5 by Sitla (Edge Business Solutions) This comment has been removed
13 Feb 202511:23AM Comment 6 by Sitla (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 14-02-2025 01:16 PM Notes: Edited by sanjay on 15/02/25 11:32. 

Hi Sanjay,

Tested with the below setup to see Rollover:

  1. Company ID: 1002
  2. Employee ID: GL0015

Table 3 - Grade Setup - Leave Annual 10

Row

Leave

Privilege

Minimum Service (yrs)

Employment Start Between

1

AAL

80

0

01/01/2000 - 31/12/2099

2

Annual Leave [AALYR1]

8.5

1

01/01/2000 - 31/12/2099

3

Annual Leave [AALYR2]

8.5

2

01/01/2000 - 31/12/2099

 

Table4: Tested Resuts

Emp Code

GL0015

Company ID

1002

 

 

 

 

 

 

Start Date

01/02/2024

Grade

Annual Leave 10

 

 

 

 

Pay No

Payrun Date

Allocation

BFW

Accrual

Bal

BFW

Accrual

Bal

Comments

2

28/02/2024

AAL

 

6.1370

6.1370

 

 

 

1. AAL was automatically allocated to employees after Pay 1 was created

2. It also gave the first accrual.

3. Question - Why is accrual only 6.137?

3,...

31/03/2024

 

 

6.6667

12.8037

 

 

 

 

11

30/11/2024

 

 

6.6667

66.1373

 

 

 

 

12

31/12/2024

 

 

6.6667

72.8040

 

 

 

1. After closing December Calender - The system changed the balance to Zero

2. Then the system added a new allocation line for AAL and gave a negative accrual of -59.4703

1

31/01/2025

AALYR1

 

 

 

 

0.6667

0.6667

1. System Auto allocated AALYR1 and gave accrual of 0.6667 on 1/2/2025 - After January 2025 Calendar was closed. (Only Allocation should have come for the end of service year 1).

2

28/02/2025

 

 

 

 

 

0.6667

1.3334

1. System gave accrual of 0.6667 after closing February pay.

2. Note the start date of the employee is 01.02.2024 therefore by grade setop and Leave Code setup, Accrual should start from Feb 2025.

3. Currently system is allocating Jan 2025 end but also passing accrual.

 


13 Feb 202503:36PM Comment 7 by Sanjay (Link Technologies) This comment has been removed
13 Feb 202504:58PM Comment 8 by Sitla (Edge Business Solutions) This comment has been removed
15 Feb 202509:12PM Comment 9 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 18-02-2025 11:09 PM Time Taken: 36.00
PART A - Development work for this case has been completed.

1. The change will be available in version: 15.60 and 15.51.250215

2. The following changes were made (Include Database object names, Program classes, and any other relevant information):

  1. Corrected Leave Allocation for "Grade Based Entitlements" when Grade Leave is set to rollover at Anniversary.

3. Affected Areas:

  1. Period Close and Period End Process in Payroll

4. The issue was caused by:

  1. Anniversary based leave in Grade Entitlements we no rolling over correctly when the Rollover method was set to "Anniversary"

5. Other Relevant Notes
6. Next Step
(Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT (Patch applied to DEMO Environments)


PART B -
Development Reference (Place descriptor for objects changed)
:


16 Feb 202510:39AM Comment 10 by Sitla (Edge Business Solutions) This comment has been removed
17 Feb 202501:56PM Comment 11 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 18-02-2025 03:50 PM Time Taken: 6.00 Notes: Edited by sanjay on 17/02/25 13:58. 
PART A - Development work for this case has been completed.

1. The change will be available in version: 15.60 and 15.51.250215

2. The following changes were made (Include Database object names, Program classes, and any other relevant information):

  1. Corrected the issue by allocating "Grade Entitlements" when the Employee "Service Years" exceeds the configured value. i.e. in the example above, the Grade leave will be allocated when September is Closed, instead of August Close

3. Affected Areas:

  1. Grade Leave Allocation

4. The issue was caused by:

  1. Change in allocation parameters

5. Other Relevant Notes
6. Next Step
(Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT


20 Feb 202504:48PM Comment 12 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 21-02-2025 06:36 PM Time Taken: 40.00 Notes: ETC extended from: 18/02/2025 to 21/02/2025
PART A - Development work for this case has been completed.

1. The change will be available in versions: 15.60 and 15.51.250220

2. The following changes were made (Include Database object names, Program classes, and any other relevant information):

  1. Changed Accrual calculations to the following Formula: Accrual = "Leave Days" * (Number of days in Pay)/Number of days in Leave Year)
    1. This calculation ensures that employees leave is allocated based on Pay Days instead of Months Worked.  Both methods add up to the correct total, however, the new method is also accurate month by month.
    2. This calculation also accounts for the extra day in a Leap Years
  2. You can Approve a pay without submitting. If you have access, the system will automatically submit
  3. Changed the order of Leave "Allocation History Details" so that the Order is: DATE, Brought Forward, Allocation, Accrual
  4. Changed Order of Leave Allocation History so we see the leave in Order of LEAVE CODE, then "FOR Year"
  5. Removed "Totals" from "Allocation History Details" as we cannot add Multiple Leave Types together

3. Affected Areas:

  1. Leave Accruals
  2. Leave Allocation
  3. Pay Close
  4. Month Rollover
  5. Year Rollover

4. The issue was caused by:

  1. Improvement and corrections to Pay Allocation and Accruals

5. Other Relevant Notes

  1. Changes applied to DEMO and "Clients Training Environments" on LINKAD

6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L13108 in the subject line of all emails regarding this issue.

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