This article explains how to apply accrual profiles to individual personnel records within the First Due platform. Accrual profiles allow administrators to assign specific time off types and automatically accrue time based on predefined settings configured in the Scheduling Module, streamlining time off management and ensuring accurate tracking of employee benefits.
Accrual profiles serve as templates that define how different types of time off (vacation, sick leave, personal days, etc.) are earned and allocated to personnel. These profiles are essential for maintaining consistent time off policies across the organization and automating the accrual process based on employment tenure, position, or other criteria. The system tracks both automatic accruals and manual adjustments, providing a complete audit trail for compliance and payroll purposes.
Personnel Records
Step 1: Access Personnel List
Step 2: Select Personnel Record
Step 3: Navigate to Accruals Section
Step 4: Add New Accrual Profile
Step 5: Review Accrual Banks
Step 6: Adjust Individual Time Off Balances (Optional)
Step 7: Review Accrual History
Step 8: Revert Manual Adjustments (If Needed)
Q: What happens if I don't set an end date for an accrual profile? A: The profile will remain active indefinitely until manually changed or updated. This is recommended for standard employment profiles.
Q: Can I apply multiple accrual profiles to one person? A: Yes, you can assign different profiles for different time periods, but only one profile can be active at any given time.
Q: How do I correct an incorrect manual adjustment? A: Use the arrow icon in the View History section to revert manual adjustments back to their previous state.
Q: Why don't I see any accrual banks after applying a profile? A: Verify that the selected accrual profile has been properly configured with time off types in the Scheduling Module setup.
Q: Can field personnel view their own accrual balances? A: Yes, they can view this information on the Scheduling Dashboard.