Carryover needs to be carryforward up to employee LOS 2 Years
Summary:
Hi all, I have a requirement where carryforward needs to happen up to 2 years. Once an employee completes two years, the carryover should be zero.
Plan Term: Hire Anniversary
Accrual: Incremental
Period: Monthly Accrual
Any fast formula to achieve this?
1st Year:
Employee Hired: 01/09/2024
Plan Period End: 31/08/2025
Ending Balance: 30(2.5 Monthly Accrual)
Expected Carryover bal : 30
2nd Year:
Plan Period End: 31/08/2026
Ending Balance: 10
Expected Carryover bal : 10
3rd Year:
Plan Period End: 31/08/2027
Ending Balance: 20
Expected Carryover bal : 0
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