Updating Accrual Profiles

Updating Accrual Profiles

Purpose

    1. Accrual Profile
    2. Accrual Bank

NOTE: The following permissions are required to update Accrual information. 
Under the Scheduling Permissions:
            Scheduling-Access Scheduling
Under Other Permissions: 
            Personnel-Read
            Personnel-Edit

Video 



Navigating to Accruals

  1. Navigate to Personnel > Personnel List



  1. From this screen, you are able to view all personnel in the department. 
  2. To edit accrual information, select the pencil  to the right. 
    1. For this example, we will be updating Adam Leavitt's information. 


  1. Next, select the Accrual's sub menu from the list on the left of the screen.


  1. From here, we are able to update:
    1. Profile History
    2. Accrual Profile
    3. Accrual Bank 


Profile History 

  1. The Profile History section shows:
    1. The Name of the Profile
    2. The Start Date of the profile
    3. The End Date of the profile
    4. Actions (Edit or delete)

Editing Profile History Logs

  1. To edit a Profile History log select the pencil   to the right.



  1. A pop up window will appear that allows you to change the profile, start date, and end date. 
            

  1. Once you have changed the needed information, select Update.

Deleting a Profile Log

  1. To delete a log, simply select the trash can to the right.

      

  1. A pop up window will appear, confirming that you want to delete the profile log. 
    1. If you are sure, select delete. 
      

Recommendation: When changing a users profile (for example, from 1 year to 2-5 years), do not update or delete the current log. This deletes the history of that existing log. We will discuss how to create a new profile next. 

Changing (or adding) the Accrual Profile

  1. When an individual has reached the end of their current accrual profile or they are a new hire, we can add another to the profile history. 
    1. This maintains a history of the changes to their accrual profiles. 
  2. Select Change Profile from the upper right hand side of the screen.
           

  1. A pop up window will appear, allowing you to select:
    1. The Profile
    2. The Start Date
    3. The End Date (if there is one)
      

  1. You will note that the start date will reflect the day after the current profile expires, this is to save you time when entering a new profile.
    1. If you are creating a profile for the first time for a individual, the start date will be the current date. 
  2. Select the profile you want to change to, input the end date (if there is one) and select save.
           

  1. The profile will appear in the Profile History, and a green box will appear in the lower left hand corner, confirming that the information saved successfully. 




Recommendation: To save you time later down the road when updating a individuals accrual profile, go ahead and put in all profiles. As they expire, the new one will take affect automatically. 

                              

Accrual Bank

  1. The Accrual Bank shows information regarding the amount of time off including:
    1. Time Off Type
    2. Amount 
    3. Max Hours Allowed
    4. Actions (Edit and View)
      

Editing Time Off Accruals 

  1. To edit Time Off Accruals, select the pencil  to the right. 
      
  1. A pop up window will appear, allowing you to manually adjust the hours for the selected type. 
    1. In this example we are adjusting the Sick hours. 
      

  1. We can adjust by typing in a new value, or selecting the arrows to the right of the box. 
    1. Hours can be increased or decreased depending on the need. 
      

  1. Before we save, we are able to see the difference between the current amount and the new amount below the new amount box.

           

  1. When we have adjusted the hours, select the Save button. 
      
  1. The new hours will be reflected in the Amount column, and a green box should appear in the lower left hand corner confirming that the information saved successfully. 
      

Viewing a Time Off Types Accrual History

  1. To view the history associated with a Time Off Types accrual, select the eye  to the right. 
      

  1. A pop up will appear, showing you the accrual history.


  1. This will show:
    1. Manual Adjustments
    2. Previous Time Adjustments
    3. Future Time Adjustments

    • Related Articles

    • Setting up Accrual Profiles

      Purpose To explain the process for setting up Accruals in the Personnel Module. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. ...

    • Updating Emergency Contacts

      Purpose To explain how to update Emergency Contacts under the Personnel List. NOTE: The following permissions are required to update emergency contacts for personnel. Under Scheduling Permissions: Scheduling- View Scheduling Scheduling- Manage ...

    • Updating Active Permit

      Purpose The purpose of this Knowledge Base Article is to demonstrate the process for updating an Active Permit. Related Article Update Completed Permit Video Instructions 1. Click on Edit to edit to update an "Active" Permit. 2. Option #1 - Active ...

    • Updating Trades Register

      Purpose To explain how to manually update the shift trade register. IMPORTANT: Updating the register will not put individuals off on a trade on the Shift Board. It is only to be used to manually change the balance of hours that an individual owes or ...

    • Updating Pay Rates

      Purpose To explain how to update a user's Pay Rate. NOTE: The following permissions are required to update Pay Rates. Under Scheduling Permissions: Scheduling-Access Scheduling Under Other Permissions: Personnel-Read Personnel-Edit Video Navigating ...