Modifying a User's Accrual Dates


A Modifying a User's Accrual Dates

How do I modify an accrual date to match my pay periods?

By default, the policy will begin to accrue based on the date the policy is assigned.  However, you can change this date or skip a date if a user is going to be missing accruals due to time-off.

 

  • To modify a user's accrual date, go to:
  1. Time-Off module
  2. Manage Users
  3. User List
  4. Select User
  5. Edit User Settings
  6. Balance Accrual
  7. Edit
  8. Save Changes

 

Hints & Tips 

Next accrual date can be set for multiple users at once using the Update From CSV function and adding the TimeOffType-AccrueDate header

A User's accrual start date can not be set to a date in the past.  It would need to be set to the future and the hours manually added to their balance

 

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