How Do I Assign Employees To An Accrual Policy?

  1. Click on the main "Employee" navigation tab, and then on the Accruals sub-tab.
  2. Select the employee that you wish to assign to an accrual policy from the drop-down menus at the top of the screen.
  3. Click on the [ADD ACCRUAL] icon.
  4. Select the policy that you wish to assign to this employee from the drop-down menu labeled Select Accrual Policy.
  5. Enter the date that you want the policy to go into effect in the field labeled Balance as of...
  6. The Un-Awarded total is the number of hours that have accrued since the last time hours were awarded.
    Example:     If the accrual policy is set up to award only after 8 hours have been accrued, hours will accrue as "un-awarded," until the hours total reaches 8, at which point they will be awarded to the employee's available hours.
  7. If you want to insert a number of hours that the policy is to start with and accrue from, enter it in to the field labeled Awarded Year-to-Date.
  8. The Bank Amount is the total of accrued hours that have been rolled over from previous years.
  9. Click on the [ADD ACCRUAL] icon.