Setting up Accrual Profiles

Setting up Accrual Profiles

Purpose

  1. 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. 

Video 




Directions

1. Click on Personnel>Setup.






2. Click on Accruals.


Click on Accruals.



3. Click on the plus sign to add a new accrual profile. 


Click on the plus sign to add a new accrual profile.



4. Type in a profile name and click save. 


Type in a profile name and click save.



5. Click on the profile that you just created, and information will appear in the box to the right. 


Click on the profile that you just created, and information will appear in the box to the right.



6. From the box, select a time off type that you want to set up accruals on and toggle on the switch. 


From the box, select a time off type that you want to set up accruals on and toggle on the switch.



7. Fill the following information:
  • Accrues:
    • How many hours or days the individual accrues. 
  • Hours/Days:
    • Whether they accrue hours or days. 
  • Every...:
    • Every (blank) days or months.
  • Frequency:
    • Can be:
      • Days.
      • Day of the month.
      • Monthly. 
      • Every Year. 
      • Annually. 
  • Accruals max hours:
    • The maximum hours that they can accrue every year. 






8. Click on Save when you are done. 


Click on Save when you are done.



9. You can: 
  • Toggle on additional time off types. 
  • Edit existing time off types by selecting the pencil. 
  • View information regarding the accruals by selecting the eye. 





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