Client has banded PTO based on years of service, however EE PTO time is to be used during the caldendar year and should reset on Jan 1. The accrual rate should not change until the EE reaches their anniversary date.
Currently you cannot accomodate this scenario:
What you are asking is not how the system works. You can't have the PTO Bank set to Specific Date, and have the Banding Rule based off Anniversary Date. The banding rule is going to follow the setting on the PTO Bank for Transfer Date. It will look for the Years of Service to know how many Hours they are eligible for in a given year, but it will transfer based on the setting on the PTO Bank. If it is set to Specific Date, then it will transfer that amount on the specific date. If it is set to Anniversary Date then it will transfer that amount on the Anniversary Date. The Hours per year is a setting so the system knows how many hours they can have in the year.
Does anyone have a workaround or solution to this other than having to check use custom settings and manually update the start date for accruals for each band/each new hire? I am not even sure this will work, I have not tested processing yet, but the system let me use a PTO bank with Jan 1 transfer date, and i was able to update the start dates from Jan 1 to the hire date, for each band. The transfer date remains at Jan 1.