Accruals actions (employees)

Accruals are amounts of time (in days or hours) or money that a person has earned, commonly referred to as leave time, paid time off, or benefit time. Accruals include time events such as personal days, vacation, or sick time. Each event is assigned an accrual code, and each code has a measurement unit, or type, of days, hours, or money. For example, an employee accrues time in a vacation or sick day category or accrues money for in a bonus or uniforms category.

Depending on your access, the Reset Accruals and Move Accruals Amount options appear on the Accruals Actions menu on the timecard action bar. These options enable you to reset accruals or move accrual amounts from one account to another.

The Reset Accruals option enables you to transfer a probationary balance to a vested amount when the probationary period ends. You can reset the accrual code, the vested amount, the probationary amount, or the effective date.

  1. Select an accrual in the Accruals add-on.
  2. From the Accruals Actions menu, select Reset Accruals.
  3. In the Reset Accrual Balances panel, enter the following:
    • Effective Date
    • Accrual Code
    • Vested Amount
    • Probation Amount.
  4. Click Tap Apply.

The amount is displayed in the Accruals add-on at the bottom of the timecard.

The Move Accruals Amount option enables you to move an accrual amount from one accrual code to another. For example, you can move accrued sick time to vacation time.

  1. Select an accrual in the Accruals add-on.
  2. From the Accruals Actions menu, select Move Accruals Amount.
  3. In Move Accrual Amount panel, enter the following:
    • Effective Date
    • From Accrual Code
    • To Accrual Code
    • Amount (hh:mm)
  4. Click Tap Apply.

The amount is displayed in the Accruals add-on at the bottom of the timecard.