Creating Accrual Policies

Click on the main "Admin" tab, and then on the "Accrual Policies" link located under the Policies heading.

From the main "Accrual Policies" screen, click on the [ADD] icon to create a new policy.

Enter a Name for this policy as you would like it to appear in the program.
Select the Accrual Start Date from the drop-down menu.

"Hire Date" begins this accrual based on the date of the employee's hire.
"Seniority Date" is used when an employee has been terminated and re-hired.

Select the Rollover Type from the drop-down menu. This defines how accruals will rollover from one year to the next.

Select "Anniversary" to roll accrual totals over based on the anniversary of the employee's hire date.
Select "Specific Date" to manually select a rollover date. Select the Rollover Month and Day of Month from the drop-down menus that appear.

Detailed rollover settings are specified later on in the setup.

Select the Probation Period option to define that this accrual is subject to a probationary period. The following settings appear.

Probation Period Time Frame: Enter the desired time frame, and select "Days," "Months," "Years," or "Hours" from the drop-down menu.
Probation Period Setting: Select "Restrict Accruing" to prevent this policy from accruing hours until the probation period has passed. With "Restrict Absences" selected, hours for this policy will accrue, but employees will be restricted from using the accrued time off until the probation period has ended (Supervisors/Administrators will still be allowed to enter the absences if necessary).

Click on the [SAVE] icon to continue.

Milestones

Once you have saved the Accrual Policy, the Milestones section of the screen appears. Milestones allow you to set up different rates of accruals based on employee seniority.

This section of the setup differs depending on whether you are using "Calendar Based " or "Hours Worked Based" accruals. Click on the link below for the type of accrual that you would like to create.