Accruals


Accruals

Where are accruals created?

Accruals can be created within the Users Settings or within Time-Off Policies.

What intervals can be set up for accruals?

Accruals can be set up Daily, Weekly, Every X Month, Semi-Monthly or Every 2 Weeks.

How can the time accrue?

Accruals can be set by hours, days or percentage of allowance.

One of my users is on leave and should not receive accruals.  How do I stop them?

You can easily put a Hold on an accrual while the user is on leave - see below!

 

  1. Time-Off
  2. Manage Users
  3. User List
  4. Select User
  5. Edit User Settings
  6. Balance Accrual tab
  7. Create New Balance Accrual
  8. Select the Time-Off Type
  9. Set the interval and accrual rate. 
  • Daily, if set by hours or days divide the allowance by 365 or set it at 0.275% of the allowance
  • Weekly, if set by hours or days divide the allowance by 52 or set it at 1.923% of the allowance.
  • Every (1) Month, if set by hours or days divide the allowance by 12 or set it at 8.334% of the allowance
  • Semi-Monthly, if set by hours or days divide the allowance by 24 or set it at 4.167% of the allowance.
  • Every 2 Weeks, if set by hours or days divide the allowance by 26 or set it at 3.846% of the allowance.
  1. Accrue Until (Definition below)
  • Indefinitely
  • Until Allowance Is Full
  • Until Max Balance Of
  • Until Certain Date
  • Until Balance Is Full
  • Until Max Ratio of Allowance
  • Balance + Used = Allowance
  1. Restriction
  • Front-loaded balance option can be Balance Required or Overbook.  
  • If accruing, can be set to Balance Required, Allow Pre-Book to allow time-off to be requested as long as time will be accrued by the end of the year, or Accrued By Date to allow time-off to be requested as long as it will be accrued by the requested date.
  • Allow overbook will allow users to request as much time as they want
  1. Set the accrual Start date
  2. Save

 

  • Placing a Hold on an Accrual:
  1. Time-Off
  2. Manage Users
  3. User List
  4. Select User
  5. Edit User Settings
  6. Balance Accrual Tab
  7. Edit
  8. Set to inactive.
  9. Save Changes

***Look into the Hints & Tips to know how to re-activate the accruals. 

 

  • Accrue Until Definitions:

Indefinitely: Will accrue forever. A Reset or Carry-Over will occur at the end of the calendar year depending on what is set-up for this time-off type. Once the calendar year restarts, so will the accrual.

Until Allowance Is Full: Will accrue until the sum of all hours accrued from this accrual (within the current calendar year) is below or equal to the maximum yearly allowance for this time-off type.

Until Max Balance Of: Will accrue until a specific number of hours of balance is reached.

Until Certain Date: Will only accrue between two dates.

Until Balance Is Full: Will accrue until the balance is equal to the yearly allowance for this time-off type.

Until Max Ratio of Allowance: Will accrue until the balance is equal to the yearly allowance times the ratio.

Balance + Used = Allowance: Will accrue until the balance and hours used are equal to the yearly allowance.

 

 

Hints & Tips 

To activate an inactivated accrual go to Manage Users-> User List-> Edit User Settings-> Balance Accrual-> Turn off the Active switch-> Edit-> Active-> Yes-> Save. 

 

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