Accrual Groups

How to get to this page: Configuration tab > Rules > Accruals > Accrual Group > New Accrual Group

Accrual Groups contain all of the rules governing the calculation and expiration of accrued benefit time for a group of employees. At least one rule must be configured for each accrual type for which hours are accrued.

Creating a new accrual group

Click New Accrual Group.There are six sections (tabs) for setting up a new accrual group. Click the following links in order and follow the instruction steps. Note that you can also copy an existing Accrual Group, modify it, and save it under a new name. This is helpful when you need a new group that differs only slightly from an existing group; in this case you do not have to re-enter all your settings.

Note: Accrual transactions calculate in the following order: Accrued, Earned, Used, and Expired.

General tab (default)

    1. If you want your employees to accrue benefit time before it is earned (available for use), click to place a check mark next to Allowed Accrued/Not Earned. When not selected, all accrued benefit hours are considered earned (available for use) as soon as they are accrued. This triggers the Earned Rule tab when the General tab is saved. The Earned Rule tab only appears when creating an Accrual Group - not when editing an existing group.
    2. To use a Threshold Rule click on the Allow Award Based on Threshold of Hours Worked field. This triggers the Threshold Rule tab when the General tab is saved where you may create a new Threshold rule. The Threshold Rule tab only appears when creating an Accrual Group - not when editing an existing group.
    3. Click Save. You now can access the remaining settings tabs.

Accrual Types tab

Allowed - by default, this field is unchecked, meaning that each accrual type will not be used by this accrual group. To allow an accrual type to be used by this accrual group, click the check box.

The remaining fields are functional only when Allowed is checked:

Allow Negative - click to select one of the following options for the treatment for negative balances for this accrual type:

      • Always - negative balances are always allowed.
      • Limited - negative balances are allowed for each employee up to the limit you specify in the Max # Hours field. This setting will block transactions from posting to the Time Card if the Max # Hours limited is exceeded unless the Overdraft Pay Type is enabled. See the Pay Type help for more information on enabling overdraft.
      • Never - negative balances are never allowed. Selecting this option will invoke a search for employees with negative balances. When found, the employees is displayed along with their current negative balance. Using this setting will block transactions from posting to the Time Card unless the Overdraft Pay Type is enabled. See the Pay Type help for more information on enabling overdraft.
      • With Warning - negative balances are allowed, but supervisors receive a warning letting them know it will result in a negative balance.

Apply to Leave Request Creation - Enabling this option applies the Allow Negative setting to the creation of leave requests. For example, setting Allow Negative to Never and enabling this option would block employees from submitting a leave request if they do not have a sufficient accrual balance. If this setting is not enabled, leave requests are not verified when entered.

Pay out On Expiration - if, upon expiration, accrued hours should be paid to the employee, click to select this check box.

Pay out Pay Type - if you selected Pay out On Expiration, now click and in the list, click to select a Pay Type to which expired hours is charged.

Accrued Rules tab

General tab (default)

      1. Assign a unique identifier as the  Rule ID and enter a rule Description.
      1. If you want this rule to be available to the accrual group, click to place a check mark next to Active (default).
      2. Select the Accrual Type for which this rule generates hours. Click and, in the pop-up box, choose from the list of all available accrual types. Note that there can be multiple rules per Accrual Group for each Accrual Type.
      3. Set the Accrual Awarded On value. This setting controls when the hours you specify in the Accrued Hours field accrue. Click None (default) and click to choose one of the following options in the pop-up dialog:
        • Day of Week - hours accrue weekly on the day you specify in the Values section.
        • Day of Month - hours accrue monthly on the day you specify in the Values section. If you specify a date that does not occur every month (e.g. the 31st), the accrual is awarded on the last day of the month.
        • Day of Year - hours accrue yearly on the month and day you specify in the Values section.
        • Employee Date* - hours accrue on the annual anniversary of the date you select from the Emp Table Eligibility Date Field drop-down list in the Values section. For example, employees can accrue a personal day every year on their birthday.
        • Employee Monthly Anniversary* - hours accrue on the monthly anniversary of the date you select from the Emp Table Eligibility Date Field drop-down list in the Values section.
        • Last Day of Week in Pay Period - if your pay period is longer than one week, you can select to have hours accrue on the last occurrence during the pay period of the weekday you select in the Values section.
        • Final Day of Week in Final Pay Period - same as above, except during the final pay period of the year (e.g. the last Friday of the years final pay period).

* The Employee Date and Employee Monthly Anniversary selections include a setting for Add Periods The period value sets the recurrence period for the accrual award.  For example, if you want an employee to accrue one personal day every six months, set the Accrual Awarded On value to Employee Monthly Anniversary, select Date of Hire for the Emp Table Eligibility Date Field, and enter 6 in the Add Periods field.  This example accrual rule will take place on the hire date and again every 6 months after the hire date.  

The Employee Date selection is similar to the Employee Monthly Anniversary, but the rule will fire only once per year, not repetitively.  Also, the Employee Date rule will not include the date selected.  Configuring the above example with Employee Date causes the employee to accrue one personal day 6 months after the anniversary of their hire date each year, but not accrue a day on the anniversary of their hire date.

Notes:

  • The Add Period value must be greater than zero for the accrual rule to fire.
  • The period type can be customized by setting the Period Type on the Hours tab.  Valid selections include Days, Weeks, Months, and Years.  In the above example, changing the Period Type to Weeks would accrue one personal day every 6 weeks.

When you finished setting up the Accrual Awarded On value, click OK.

      1. If you want hours to be earned at the time they are accrued, click to place a check mark next to Auto Earned. If this option is not selected hours are earned based on the Earned Rule configuration. Note that this option is only available when Allow Accrued/Not Earned is selected on the Accrual Group's General tab.
      2. If you want to specify a maximum balance for this accrual type per employee, click to place a check mark next to Accrual Cap and use the arrow keys to enter the maximum number of hours. Note that hours counted are just the hours accrued by this rule.

For example, you can restrict the amount of vacation time that each employee has available to 80 hours. Upon accruing 80 hours, those employees cannot accrue additional hours until they use some of the accrued vacation time.

      1. If you want to specify a maximum number of hours generated for this accrual type per employee per year, click to place a check mark next to Annual Cap. This setting affects the amount of time accrued per year, regardless of the amount of time used by the employee. Note that this option is only available when Accrual Cap is selected.

To set the value for the Year Begins On field, click and in the pop-up calendar choose the first day of the year.

      1. Click Save and click the Qualifiers tab.

Qualifiers tab

      1. To apply this rule only to employees for whom a configurable date falls before or after a certain date or during a specified date range, specify an Employment Period Type. This is useful for Grandfather rules. Click None (default), choose and set up one of the following options, and click OK:
        • None – this criterion is not used.
        • >=Start Date – this rule applies only to employees whose date of hire falls on or after the date you specify in the Values section.
        • < Stop Date – this rule applies only to employees whose date of hire falls before the date you specify in the Values section.
        • >=Start and < Stop Date – this rule applies only to employees whose date of hire falls on or after the start date and before the stop date you specify in the values section.
        • Month/Day Only – select this check box to include only the month and day (not the year) in the calculation (e.g. if you want to target all employees hired during the month of January). Click and on the pop-up calendar click to choose the date.
        • Emp Table Eligibility Date Field - Select the date field on the Employee table to be used to determine accrual eligibility. The default is Date of Hire. Options include
          • Date of Hire
          • Date of Birth
          • Seniority Date
          • Local Date of Hire
          • Review Date
      1. Hours Worked Criteria Aavailable only if Fixed Hours, Hours Worked, or Average Weekly Hours Worked is selected in the Accrued Hours field of the Hours tab).

You can specify a minimum number of hours and/or a maximum number of hours that must be worked during the period specified on the Hours tab to qualify for the accrued hours.

You can also select a Threshold Rule to be applied from the list of all active Threshold rules created.

      1. To apply this rule only to employees whose length of service is greater than or less than a specified number of days, specify Days Employed Criteria. This setting is typically used in accrual rules targeting employees whose length of service is less than one year.
      2. The number of days employed is based on the employee field you select as the eligibility date.

Click None (default), choose and set up one of the following options, and click OK:

        • None – this criterion is not used.
        • Min Days Employed – applies only to employees who have been employed greater than or equal to the number of days you specify in the Values section.
        • Max Days Employed – applies only to employees who have been employed less than the number of days you specify in the Values section.
        • Min and Max Days Employed – applies only to employees whose length of service falls between the number of days you specify in the Values section.
        • Hired by Day of Prior Month – applies only to employees hired on or before the day of the prior month that you specify in the Values section. For example, if employees must start on or before the 3rd of the month, enter 3.

        • Emp Table Eligibility Date Field - Select the date field on the Employee table to be used to determine accrual eligibility. The default is Date of Hire. Options include

            • Date of Hire
            • Date of Birth
            • Seniority Date
            • Local Date of Hire
            • Review Date
      1. To apply this rule only to employees whose length of service (in years) is greater than or less than a specified number of years, specify Seniority Type (Years). This setting is useful for granting increased benefits to employees with longer service.

Length of service can be calculated based on Date of Birth, Date of Hire, Seniority Date, Local Date of Hire, or Review Date. Click None (default), choose and set up one of the following options, and click OK:

        • None – this criterion is not used.
        • > Minimum LOS – applies only to employees whose length of service is greater than the number of years you specify in the Values section; in the Emp Table Eligibility Date Field, select the field on which the length of service calculation is based.
        • >= Minimum LOS – applies only to employees whose length of service is greater than or equal to the number of years you specify in the Values section; in the Emp Table Eligibility Date Field, select the field on which the length of service calculation is based.
        • < Maximum LOS – applies only to employees whose length of service is less than the number of years you specify in the Values section; in the Emp Table Eligibility Date Field, select the field on which the length of service calculation is based.
        • <= Minimum LOS – applies only to employees whose length of service is less than or equal to the number of years you specify in the Values section; in the Emp Table Eligibility Date Field, select the field on which the length of service calculation is based.
        • >= Minimum LOS and < Maximum LOS – applies only to employees whose length of service falls between the number of years you specify in the Values section; in the Emp Table Eligibility Date Field, select the field on which the length of service calculation is based.
        • > Minimum LOS and <= Maximum LOS – applies only to employees whose length of service falls between the number of years you specify in the Values section; in the Emp Table Eligibility Date Field, select the field on which the length of service calculation is based.
        • Use As Of Date – select this check box if seniority is calculated based on a date other than today. Click and in the pop-up calendar, choose the date on which seniority is to be based. For example, if this rule applies to employees whose length of service is at least one year as of January 1, enter 01/01.
      1. Set the levels to which this rule applies. By default, this rule applies to all employees. To apply this rule to employees assigned to a specific company(s), location(s), division(s), department(s), or position(s), click to clear the check and click the Select Levels button.

In the Select Hierarchy dialog you can specify the hierarchy elements to which this rule is applied. Note that the employees home assignment is matched against this setting. To choose all hierarchy items, click the check box in the header row. When you are finished, click OK.

      1. To prevent employees from accruing hours based on certain criteria, set up Disqualifiers. Click to place a check mark to activate one or both options:
        • Termination Pending – select this check box to prevent employees with the status of Term Pending from accruing hours for this Accrual Type.
        • Unpaid Days in Previous Month – select this check box to prevent employees, who have time in the previous month assigned to a specified pay type for a specified number of days, from accruing hours for this accrual type.

Use the arrow keys to select the number of days, and click Select Pay Type to assign one or more pay types to this rule. For example, employees who have 4 or more days during the previous month assigned to an Unpaid Leave pay type cannot earn hours for this accrual type. Only pay types for which the Disqualify Accrual option is selected are available in this list.

      1. Click Save and click the Hours tab.

Hours tab

      1. Specify how many accrual hours are generated by this rule by choosing and setting up one of the following options:
        • Avg Daily Hrs Worked or Avg Daily Hrs Scheduled – hours are accrued as a percentage of the average daily number of hours* an employee works or is scheduled to work (the period of time used for this calculation is based on the Period Type setting).

Enter a multiplier by using the arrow keys. For example, if every 6 months employees accrue a half-day based on the average daily hours for which they were scheduled during a 6-month period, enter 0.5 as the multiplier. You can round this calculation by setting, in the Round Minutes field, a number of minutes to which the amount is to be rounded. For example, if this calculation is to be rounded to the nearest quarter hour, enter 15; if this calculation is to be rounded to the nearest half hour, enter 30.

(*) Hours are included only for pay types for which the Credit Accrual and Considered Worked options are selected in the Pay Type configuration. Note that for Premium Pay types, Deduct Premium must also be selected.

        • Fixed Hrs – the number of hours you specify is accrued on the day you select in the Accrual Awarded On field on the General tab.
        • Employee Field – choose the type of hour-related field that is drawn from the employee profile. Click the EmpField drop-down list and select one of the hour-related fields. For example, if you select Holiday Hours from the drop-down list, the number of Holiday Hours specified on the employee profile is accrued.
        • Months Remaining – the number of hours you specify in the multiplier field is multiplied by the number of months remaining in the year (including the current month). This setting is useful for rules that apply to new employees.
        • Months Remaining, excluding current – same as above except that the current month is excluded from the calculation.
        • Ratio – hours can be accrued as a fraction of the hours worked* per pay period; for example, employees accrue 1 hour for every 20 hours worked. Specify, using the arrow keys, the number of hours to be accrued in the first box and the number of hours that must be worked in the second box.

(*) Hours are included only for pay types in which the Credit Accrual option is selected in the pay type configuration.

        • Hours Worked – hours are accrued using the following calculation:

Hours* worked during the period specified under Period Type are multiplied by the Multiplier and /or divided by the Divisor you specify. You can round this calculation by specifying the number of minutes to which the amount is to be rounded. You can also specify a minimum number of hours, maximum number of hours, or both in the Hours Worked Criteria field on the Qualifiers tab.

(*) Hours are included only for pay types for which the Credit Accrual and Considered Worked options are selected in the Pay Type configuration. Note that for Premium Pay types, Deduct Premium must also be selected.

        • Avg Weekly Hrs Worked – hours are accrued as a percentage of the average weekly number of hours* an employee works (the period of time used for this calculation is based on the Period Type setting).

You can specify a multiplier and /or a divisor. For example, if every 6 months employees accrue one half of a week based on the average weekly hours for which they worked during a 6-month period, enter 0.5 as the multiplier. You can round this calculation by specifying the number of minutes to which the amount should be rounded. For example, if this calculation is to be rounded to the nearest quarter hour, enter 15; if this calculation is to be rounded to the nearest half hour, enter 30.

(*) Hours are included only for pay types for which the Credit Accrual and Considered Worked options are selected in the Pay Type configuration. Note that for Premium pay types, Deduct Premium must also be selected.

        • Fixed Hrs Per Year – The amount of time accrued is automatically calculated based upon the periodicity of the Accrual Awared On selection and the number entered in the Amount field..

The system will use the Accrual Awarded On selection to determine the number of accrual periods, and will automatically accrue the appropriate amount per period. The final period will include an adjustment to handle any rounding if the accrued amount does not divide evenly across the accrual periods.

For example, to accrue 40 hours over the next year, select the Fixed Hrs Per Year and enter an Amount of 40.

 

      1. Specify the period Period Type by clicking None (default), choosing and setting up one of the following options, and clicking OK. This setting is used in conjunction with the Accrued Hours setting.

For Average Daily Hrs Worked, Average Daily Hrs Scheduled, or Avg Weekly Hrs Worked enter the period of time to be used in calculating the average. For example, if the average is to be calculated based on the previous year (starting today and going back 365 days), select Years and enter 1 in the Values box.

For Fixed Hrs, the Period Type is used to verify that the employee meets the criteria set on the Qualifiers tab. For example, if the Period Type is set to Weeks: 4, the last 4 weeks is used to determine if the Qualifiers tab criteria have been met.

Period type for Hours Worked represents the period of time over which the hours be summed. For example, if the Period Type is Weeks: 4, the hours worked for the last 4 weeks is used as the basis for the hours to be accrued. This value can be altered using the Multiplier, Round Minutes and Divide By options explained above.

        • None – this option should not be selected.
        • Days – the accrued hours calculation is based on the number of days you specify in the Values section.
        • Weeks – the accrued hours calculation is based on the number of weeks you specify in the Values section. The week starts on the day of week selected in the Accrual Awarded On field on the General tab.
        • Weeks from Week Start – the accrued hours calculation is based on the number of weeks you specify in the Values section. Same as above except that only full calendar weeks are used (e.g. Monday through Friday).
        • Months – the accrued hours calculation is based on the number of months you specify in the Values section. The month starts on the day of month selected in the Accrual Awarded On field on the General tab.
        • Months from Month Start – the accrued hours calculation is based on the number of months you specify in the Values section. Only full calendar months are used. For example, if today is May 14 and you select a period of three months, February 1 to April 30 is used (instead of February 14 to May 14).
        • Years – the accrued hours calculation is based on the number of years you specify in the Values section. The year starts on the day of year selected in the Accrual Awarded On field on the General tab.
        • Years from Year Start – the accrued hours calculation is based on the number of years you specify in the Values section. Only full calendar years are used. For example, if today is May 14 and you select a period of one year, January 1 to December 31 is used (instead of May 14 to May 14).
        • Period Date Range – the accrued hours calculation is based on the period of time you specify in the Values section. The accrued hours calculation is based on the number of weeks you specify using the Start Date and Stop Date fields.
        • Current Pay Period – the accrued hours calculation is based on the current pay period.
        • Prior Pay Period – the accrued hours calculation is based on the prior pay period.
      1. Specify how long after the initial accrual date the hours accrued by this rule should expire by setting up the Expiration Type. Expiration always occurs at 12:00 AM of the day following the expiration; hours can be used until the end of the day on the date of expiration.
        • None – hours do not expire by this rule (but may be expired by an Earned Rule or a Carryover Rule).
        • Days Old, Weeks Old, Months Old, Years Old – hours expire after the number of days, weeks, months, or years you specify in the Values section.
        • Date – hours expire each year on the month and day you specify. Click and choose the date on the pop-up calendar.
      2. Click Save to save the new accrued rule.

Example Configurations

Scenario 1

With the following configuration, an employee is eligible to accrue 8 hours of time on the anniversary of their hire date and again 6 months later if they have worked a minimum of 500 hours over the previous 6 months.

General tab: Accrual Awarded On set to Employee Monthly Anniversary, Emp Table Eligibility Date Field set to Date of Hire, and Add Periods set to 6 (months).

Hours tab: Accrued Hours set to Fixed Hrs, Amount set to 8, and Period Type set to Months with a value of 6. Note: You must configure the Hours tab prior to the Qualifiers tab to enable the Hours Worked setting.

Qualifiers tab: Hours Worked Criteria set to Min Hous with a value of 500.

 

Scenario 2

With the following configuration, an employee is eligible to accrue hours 12 weeks after the anniversary of their hire date. The number of hours accrued is based on the last 4 weeks worked, and the average daily number of days worked multiplied by 5. If the employee worked an average of 8 hours per day over the past 4 weeks, they would accrue 40 hours.

General tab: Accrual Awarded On set to Employee Date, Emp Table Eligibility Date Field set to Date of Hire, and Add Periods set to 12.

Hours tab: Accrued Hours set to Avg Daily Hrs Worked with a Multiplier of 5, and Period Type set to Weeks with a value of 4.

Earned Rules tab

(Visible only when Allow Accrued/Not Earned is selected on General tab)

Earned Rules govern when employees can use their accrued hours. If you want employees to be able to use their accrued hours when granted, you do not need to set up Earned Leave Rules. The Accrual Group is configured to treat all accrued hours as automatically earned. Otherwise, follow the instructions below:

(*) The Employee Date and Employee Monthly Anniversary selections include a setting for Add Periods. The period value sets the recurrence period for the accrual award.  For example, if you want an employee to accrue one personal day every six months, set the Accrual Awarded On value to Employee Monthly Anniversary, select Date of Hire for the Emp Table Eligibility Date Field, and enter 6 in the Add Periods field.  This example accrual rule will take place on the hire date and again every 6 months after the hire date.  

The Employee Date selection is similar to the Employee Monthly Anniversary, but the rule will fire only once per year, not repetitively.  Also, the Employee Date rule will not include the date selected.  Configuring the above example with Employee Date causes the employee to accrue one personal day 6 months after the anniversary of their hire date each year, but not accrue a day on the anniversary of their hire date.

 

NOTES:

When you finished setting up the Accrual Awarded On value, click OK.

 

    1. To apply this rule only to employees whose length of service (in years) is greater than or less than a specified number of years, specify Seniority Type (Years). This setting is useful for granting increased benefits to employees with longer service.

Length of service can be calculated based on Date of Birth, Date of Hire, Seniority Date, Local Date of Hire, or Review Date. Click None (default), choose and set up one of the following options, and click OK:

The number of days employed is based on the employee's date of hire. Click None (default), choose and set up one of the following options, and click OK:

    1. To apply this rule only to employees whose date of hire falls before or after a certain date or during a specified date range, specify an Employment Period Type. This is useful for Grandfather rules. Click None (default), choose and set up one of the following options, and click OK:
      • None – this criterion is not used.
      • >=Start Date – this rule applies only to employees whose date of hire falls on or after the date you specify in the Values section.
      • < Stop Date – this rule applies only to employees whose date of hire falls before the date you specify in the Values section.
      • >=Start and < Stop Date – this rule applies only to employees whose date of hire falls on or after the start date and before the stop date you specify in the values section.
      • Month/Day Only – select this check box to include only the month and day (not the year) in the calculation (e.g. if you want to target all employees hired during the month of January). Click and on the pop-up calendar click to choose the date.
    1. Specify the Period Type. Hours accrued during the period of time you specify are earned on the day you entered in the Accrual Earned On section (step 4). For example, if employees accrue 8 hours of vacation time every month and earn that time on January 1 of the following year, your Period Type setting is Years and 1. Click None (default), choose and set up one of the following options, and click OK.
      • None – this option should not be selected.

In the Select Hierarchy dialog you can specify the hierarchy elements to which this rule is applied. Note that the employees home assignment is matched against this setting. To choose all hierarchy items, click the check box in the header row. When you are finished, click OK.

Carryover Rules tab

Carryover Rules allow employees to carry a specified number of hours from one year to the next while expiring excess hours.

Click None (default). In the pop-up dialog, click to choose and set up one of the following options, and click OK:

(*) Add Periods: Use the arrow keys to increment the Carry Over On setting.

    1. To apply this rule only to employees whose length of service (in years) is greater than or less than a specified number of years, specify Seniority Type (Years). This setting is useful for granting increased benefits to employees with longer service.

Length of service can be calculated based on Date of Birth, Date of Hire, Seniority Date, Local Date of Hire, or Review Date. Click None (default), choose and set up one of the following options, and click OK:

The number of days employed is based on the employee's date of hire. Click None (default), choose and set up one of the following options, and click OK:

    1. To apply this rule only to employees whose date of hire falls before or after a certain date or during a specified date range, specify an Employment Period Type. This is useful for Grandfather rules. Click None (default), choose and set up one of the following options, and click OK:
      • None – this criterion is not used.
      • >=Start Date – this rule applies only to employees whose date of hire falls on or after the date you specify in the Values section.
      • < Stop Date – this rule applies only to employees whose date of hire falls before the date you specify in the Values section.
      • >=Start and < Stop Date – this rule applies only to employees whose date of hire falls on or after the start date and before the stop date you specify in the values section.

In the Select Hierarchy dialog you can specify the hierarchy elements to which this rule is applied. Note that the employee's home assignment is matched against this setting. To choose all hierarchy items, click the check box in the header row. When you are finished, click OK.

Threshold Rules tab

(Visible only when Allow Award Based on Threshold of Hours Worked is selected on General tab)

Threshold  Rules allow a user to award accruals based on a threshold. An Accrued rule is associated with a Threshold rule. The Pay Type and level of the payroll segment to be considered is configured in the Threshold rule. If a threshold of hours worked is achieved, the hours in the accrued rule are awarded.  

The Threshold Rules tab is triggered by selecting the Allow Award Based on Threshold of Hours Worked field on the General tab.

    1. Click New Threshold rule.
    2. Assign a unique identifier as the  Rule ID and enter a rule Description.
    1. If you want this rule to be available to the accrual group, click to place a check mark next to Active (default).
    2. If All Pay Types configured as Credit  Accrual is selected,  hours is counted as "Worked" if the Pay Type is configured as Credit Accrual. This is the default.

      If All Pay Types configured as Credit  Accrual is not selected, hours charged to  selected pay types are credited toward the accrual threshold.
    1. Select the Date to be used. This is the date that becomes the threshold setting that controls when the rule is applied:
      • Date of Hire (default)
      • Date of Birth
      • Seniority Date
      • Local Date of Hire
      • Review Date
      • Specified Day
      • DateTime (derived from User Defined Employee Fields -UDF)
    1. Under the Applies to select the All  levels to which this rule applies. By default, this rule applies to all employees (i.e., include all levels). To apply this rule to employees assigned to a specific company(s), location(s), division(s), department(s), or position(s), click to clear the check and click the Select Levels button.

If All levels is unchecked, hours charged to a selected level are excluded from the accrual threshold.

In the Select Hierarchy dialog you can specify the hierarchy elements to which this rule is applied. Note that the employees home assignment is matched against this setting. To choose all hierarchy items, click the check box in the header row. When you are finished, click OK.

    1. Click Save to save the new Threshold  rule.
       

Note: For the Hours Threshold configuration of the Accrual qualification the user may select the Hours Worked Criteria field from the Accrued Rule (Qualifiers tab) and set the specific hour values or associate the Accrued Rule with a Threshold rule where a list of all active Threshold Rules are displayed.

Save your accrual group. When you are finished entering settings, choose one of the following ways to save the new accrual group:

Assigning employees to an accrual group

Every employee needs to be assigned to an Accrual Group. You assign employees to accrual groups in the employee profile.

Note: If an employee has not yet been assigned to an Accrual Group, the employee's time card cannot be calculated for that employee and the polling/posting process cannot be completed.

Important! If an employee is moved to a different accrual group and you recalculate their time card for a prior pay period in which hours were accrued and usage already applied, the original accrued hours can be reset to zero and a new accrual created (if any rules apply). All ending accrual balances are correct.

  1. Click the Profile tab.
  2. Double click anywhere on an employee profile's display line to open the employee profile dialog. If the employee profile you want to edit does not appear on screen, you can locate it one of three ways:
  3. On the General tab, look for the Accrual Group field. Click , select an accrual group from the pop-up list, and click OK.
  4. Click Save to save the updated employee profile.

Editing an accrual group

  1. Double click anywhere on an accrual group's display line to open the accrual group dialog. If the accrual group you want to edit does not appear on screen, you can locate it one of three ways:
  1. Make necessary changes to the accrual group. For information on the setup fields, see creating a new accrual group in the section above.
  2. Click Save to save the edited accrual group.

Click  Save and New to save your changes and enter a new accrual group.

Click Save and Close to save your changes and close the accrual group dialog.

Copying an accrual group

  1. Click Copy Group.
  1. To select the Accrual Group you want to copy, click and choose from the list of available accrual groups.
  2. Assign a new Accrual Group ID by typing it into the New Accrual Group ID text box.
  3. Specify a name for the copied group by typing it into the New Accrual Group Name text box.

Deleting an accrual group

  1. Click to highlight the display line of the accrual group you want to delete. To delete multiple accrual groups, hold the CTRL key while you click. If the accrual group you want to delete does not appear on screen, you can locate it one of three ways:
  1. Click Delete Rule. Note that a rule cannot be deleted after it is attached to any records.