Accrual Plans

Accrual Plans define how accruals are calculated.  The Accrual Plans page allows you to assign individual accrual buckets to an employee rather than a set of plans contained within an Accrual Group.  If you do not have access to the Accrual Plans page, it is likely that you will use the Accrual Groups to assign.  Those can be located in Employee Maintenance >> Employee Assignment >> Groups.  Click here on how to assign an Accrual Group to an employee.

Navigating to the Accrual Plans

1. In the Main Navigation menu, open the Employee Maintenance >> Employee Assignments folder.
2. Click on Accrual Plans page.

Assigning an Accrual Plan to Employee

1. Select the employee to receive the accrual plan assignment in the employee drop-down.
2. Select the needed accrual plan in the drop-down and click ‘+’ to add a plan to an employee.

3. Repeat step 2 if any other plans need to be added.
4. Click the ‘Save’ button after making assignments.

Accrual Plans with Suspension

If your accrual plans allow for suspensions, Accrual Suspensions allow users to add a start and end date in which an accrual plan will be suspended and no calculations will occur during that time.  This could be used in the case of maternity leave.  If the employee normally accrues an amount of time per pay period or monthly, you can suspend those awards from taking place while the employee is out on leave.

  1. Click the Add Accrual Suspension button on the plan you wish to suspend.
  2. Add the start date(From) for the suspension.
  3. Add the stop date.
  4. Add a comment to the suspension if desired.
  5. Repeat if other plans also need suspension.
  6. Click Save
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