2014-08-04
36 | P a g e
Accrual Start Date
- click on the field and using the calendar select the date to begin tracking accruals for the
1.
employee.
Accrual Reset Date
- click on the field and using the calendar select the ending date of the employees annual benefit
2.
period. The Accrual values will be reset on this date based on the information provided below. The Reset Date will
advance forward by 12 months.
Accrual Name
- lists the name of the specific benefit. The benefit names cannot be edited.
3.
Hours Available
- during initial set up, enter the hours the employee currently has available for the current year.
4.
Additional hours will be automatically posted each day according to the value set under
Yearly Hours.
As the employee
uses the Accrued Benefit, the hours are automatically subtracted.
Hours Used
- this field lists the total hours the employees has used for that benefit since the
Accrual Start Date.
This
5.
value is reset on the
Accrual Reset Date
.
Last Calculation
- the date that the Benefit Accrual Totals were last updated.
6.
Yearly Hours
- enter the total benefit hours that the employee can accrue in one year.
7.
Yearly Max -
enter the maximum number of benefit hours allowed to accumulate for the benefit. if you allow vacation
8.
hours to carry over from one year into the next, post the annual earned amount plus the amount allowed to carry over.
If your company employs a "use it or lose it" policy, you should post the annual amount only.
Note:
This field should not be set to zero unless your benefits do no accrue.
Reset Amount
- set this value to the hours that an employee is to receive at the beginning of a new accrual period.
9.
Most companies would leave this field set to
zero
.
Allow Negative
- check this box if your company allows employees to use Benefit hours before they are actually
10.
earned.
Using Accrued Benefit Hours (Vacation, Sick, Personal)
Follow the instructions below to enter the Accrued Benefit Hours for the
employee.
Select
Add Non-Work
from Timecard report.
1.
Select the employee(s) from the
Select Employees
list.
2.
Select the applicable punch type that you want to add from the
3.
Type
drop-down menu.
The available punch types are:
4.
NonWorked
– used for employees working of site
Vacation
Personal
Sick
Holiday
Click in the
Start
Date
field to use the calendar to select the date when the non-work hours should begin.
5.
Type the number of days that you wish to assign to the selected employee(s) in the
Number of Days
field.
6.
