Adding a new hire after the hired date?
We know how busy life can get, this article will help you troubleshoot adding a new hire to the system after their initial hire date. Especially in the event that your company works with accruals.
IMPORTANT NOTE: Accruals can't be backdated; the accruals will only occur going forward from the day assigned.
Here's a great video that will show you how to properly add an employee:
PurelyHR How to Create a User when Using Time-Off
Once the user has been added to the system, you will need to do some calculation to figure out if you must manually adjust the user's balance based on the possible missed accruals. You will also need to confirm that the accrual dates are accurate on the user's files for all future accruals only.
How to confirm the accrual dates are correct:
- Time-Off module
- Manage Users
- Edit User Settings
- Select the Balance Accrual tab
- Make sure the next accrual dates are correct
- If the dates are incorrect, select Edit and change the Accrual Start Date to the proper next accrual date
- Save
How to confirm/edit the user's balance:
- Select the Balance tab
- Select Edit.
- Enter the amount required in hours or days
- Save
To calculate the missing accruals:
Multiply the amount that will be accrued by the number of missing accruals. Add this amount to the balance and, as always, we recommend adding a note in the "message to user field" as to why you made the manual adjustment. (Adding Missing Accruals)
If none of these steps helped, reach out by sending us an email at support@purelyhr.com. We will be happy to assist you further.