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Overview
Accrual Schedules allow you to create more detailed accrual schedules than the standard setup.
Key Concepts
| • | The Accrual Schedule allows a user to create a schedule and use it on multiple projects without having to enter the same information multiple times. |
| • | Also, this allows for a user to establish "tiers". Tiers allow for setting a time frame that includes a certain number of Accrual Hours. Once an employee reaches the next tier, they begin to accrue that level of Accruable time. |
| • | You can also apply a schedule for individual employees. When on the main screen, pull up the indirect projects (If you have imported the employees affected by this accrual, you will see a list of employees). Double-click on the Employee name and you will get the Employee Benefit Override pop-up. More on Benefit Accrual Employee Benefit Override |
Field Descriptions
Schedules Window
| • | Name - Name of the Accrual Schedule. To add a new Schedule, click the green (+) at the bottom of the pop-up. |
Tiers Window
| • | Start Month - From the initial accrual run, the number of months that pass for the accrual to start in the specific tier. |
| • | End Month - From the initial accrual run, the number of months that pass for the accrual to end in the specific tier. |
| • | Hours Per Year - Number of Work hours in accrual year. |
| • | Total Accruable Hours - Total number of accruable hours for the tier. |
| • | Periods Per Year - Number of periods in accrual year. |
| • | Accrue Per Period - Number of accrue hours awarded in period. (Calculation = Accrue Hours Per Year / Periods Per Year) |
| • | Hours Per Period - Number of Work hours in Period. |
| • | Max Hours - Maximum number of hours that can be accrued for the tier. |
| • | Max Carryover - Maximum number of hours that can be carried over to another tier. |
Footer
| • | Green (+) - When clicked, you are able to create a new Accrual Schedule. |
| • | Red (x) - When clicked, you are able to delete the selected Accrual Schedule. |
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