Assigning Employees to Accrual Policies

Accrual Policies can be assigned to employees on an individual basis as a part of the Employee Profile setup, or on a mass basis using Policy Groups.

Individual Accrual Assignment

1. Click on the main "Employee" navigation tab at the top of the screen. From the row of links located directly below the main program navigation tabs, click on "Accruals."
2. Make the desired selection from the Employee drop-down menu at the top of the screen. Click on the and icons to scroll through employees. Click on the icon to search for a specific employee.
3. To assign the employee to an accrual policy, click on the [ADD ACCRUAL] icon located in the upper right-hand corner of the Accrual section of the screen. The selection boxes appear below.
4. Select the desired Accrual Policy from the drop-down menu.
5. Specify the Last Calculated date. This setting is updated every time accruals are processed. Click on the icon to select the date from a calendar.
6. If you would like to specify an accrual amount manually, enter the desired total into the Manually Adjusted field.
7. Enter any desired Notes for this accrual assignment.
8. Click on the [SAVE] icon to assign the accrual policy to the employee.

Each accrual assignment appears on the main "Accruals" screen.

• Click on the link in the Accrual Policy column to edit the policy settings.
• Click on the link in the Date Range field to view yearly accrual records for this policy.
• Click on the link in the Last Calculated column to view all transactions for this policy. This includes accrued, used, banked, manually adjusted, etc.
• Click on the link in the Used column to view a record of the Absence Policies that deduct from this accrual.
• Click on the icon to inactivate the Accrual Policy. Inactive policies are not longer available for use, but are retained for historical purposes or later reactivation.

Policy Group Assignment

Accrual Policies can be assigned to your employees on a group basis by using Policy Groups. This feature allows you to create a group of company policies that all employees in the specified group are assigned to. This prevents you from having to assign the same company policies on an individual basis.

• Refer to Policy Groups for more information.

Related Topics

• See Accruals for full instructions on creating accrual policies, updating accruals, and using compensatory time.