Calculating Time Off Accruals

To allocate time off to employees in time off groups that use the Accrual absence tracking method, you must calculate time off accruals. You can calculate time off accruals manually using the Compute Time Off Accruals form, or you can use the Background Queue form to set up time off accrual computations to be performed automatically at regular intervals.

To calculate time off accruals:

  1. Select Form > Open > Compute Time Off Accruals
  2. Specify this information:
    Process Through
    Tthe date within which the time off accruals are calculated. Time off accruals are calculated for all dates from the tracking year start date, through the current date.
    Increment Date
    If this check box is selected the date specified in the Process Through field is increased. If this check box is cleared, the date specified in the Process Through field is used as continual time.
    Note: This parameter is only used when the Complete Time Off Accruals form is run automatically to calculate the accruals
    Recompute Accruals
    If this check box is selected the existing accruals are calculated again. If this check box is cleared, the new calculations are added to the existing accruals. This is used when accrual rate changes in the middle of a tracking year.
    Facility
    The range of facilities for which the accruals are calculated.
    Note: If the accruals are calculated for all the facility, no value is specified in this field.
    Employee
    The range of employees for which the accruals are calculated.
    Note: If the accruals are calculated for all the facility, no value is specified in this field.
    Time Off Group Id
    The range of Time Off Group IDs for calculating the accruals.
    Note: If the accruals are calculated for all the facility, no value is specified in this field.
  3. Click Process. Accrued time off is allocated for all specified employees using the Accrual absence tracking methods specified for the employee’s Time Off Group.
Related topics