Use Time Off Accrual Rate Maintenance to manage your employees' time off accrual rates. While accrual rates are usually set once when the employee is hired, if that employee's status changes or they change jobs, you may need to adjust their accrual rate accordingly. For example, you have an employee who has moved from an hourly employee to a salaried employee. Because of the move, the employee's vacation time accrues at a different rate. Use the Time Off Accrual Rate Maintenance window to adjust the employee type and the accrual rate.
In addition, a manager or other authorized person can enter new information for a new employee or copy one employee's information to another's file. For example, if you hire a new hourly employee to work in your warehouse, you can copy another hourly employees setup so that you do not have reenter all the information. Any changes or additions to the accrual rates apply when you exit the window so that information is immediately updated.
You must have the TIME.CLOCK.ADJUST authorization key to make changes to accrual rates.
To change the time off accrual rate information:
From the A/P > Time ClockManagement menu, select Time Off Accrual Rate Maintenance to open the Time Off Summary window.
In the User Name field, enter the ID for the user whose information you want to update.
The system displays the following information for the user. Move the cursor to different line items to view the appropriate information for totals.
|
Field |
Description |
|
User Name |
The user that is logged in. Enter the user whose information you want to update. |
|
Employee Type |
The employee's status, such as full time, part time, or hourly. |
|
Add Accrual Every Amount |
The frequency which available time-off hours are added to the employee's time-off accrual totals. For example, an employee gets two weeks of vacation annually, but accrues that time over each paycheck. The columns would be used as follows:
Note: Normally, accrual periods apply at the same frequency that the employee is paid. |
|
Add Accrual Every Unit |
|
|
Starting On |
The date when the employee begins to accrue time off. |
|
Time Off Code |
The type of accrual to which the hours displayed on the current line apply. |
|
Annual Accrual Hours |
The number of hours accrued annually for the current line's time-off category. |
Update the fields, as needed.
Click OK to save your changes and exit this window.
To copy another user's information for a new file:
From the A/P > Time Clock Management menu, select Time Off Accrual Rate Maintenance to open the Time Off Summary window.
In the User field, enter the ID for the user whose information you want to create.
From the File menu, select Copy Another User to apply another user's information to this file.
Important: Using the Copy Another User option replaces all values in the file with those of another. You are prompted to confirm the action.
At the prompt, click Yes.
At the Choose User to Copy: prompt, enter the user whose information you want to use for the new file.
Click OK to save your changes.
See Also:
Checking Time Off Availability