This section will show you how to set-up new Leave Accruals, to include Vacation, Sick and Comp Time for example.
Adding Leave Accruals
Go to Advanced Payroll > Payroll Set-Up
- Click Accruals tab
- Click Add New to enter a new Accrual Type.
- Enter Accrual description
- Select Earning Type
Earning Type or Pay Item can not be added until accrual has been created on the Earnings tab.
- Enter frequency On how often the accrual should be earned.
- Select Pay Item
Earning Type or Pay Item can not be added until accrual has been created on the Earnings tab.
- Click Save
- Click Earnings tab
- Click Add New
- Enter a description for accrual Item. Note that you will want a "Vac Adj" item for situations where you may want to adjust someone's vacation accrual bank at times. Notice that Vacation will need 4 new lines added.
- Select Earning Type, select Leave Accrual for vacation, sick or holiday or Comp Time for an Earned Accrual.
- Check Inc Hours for any time that would only be included as worked hours for L&I or DRS, including used accruals.
- Select Accrual Type accruals have to be established in the Accruals tab to show here.
- Select if hours are Earn/Use
- Enter Factor to earn accrual types. For example, comp time typically accrues similar to overtime at a factor of 1.5.
- Check On Rate for accrual types paid to employees on their paycheck. For vacation items, this would include used or buy-out types.
- Check L&I and Unemp if accrual type is subject to L&I or Unemployment.
- Click Ret to flat wages, hours, both, or none to DRS reporting.
- Click Accruals tab to complete the final details
- Click Edit
- Enter Earning Type
- Enter Pay Item
- Enter Factor for how many hours should accrue. For example, comp time typically accrues similar to overtime at a factor of 1.5.
- Enter Maximum number of hours that may be accrued. Hours will then stop accruing if an employee hits the maximum number entered.
- Select Exceed Yes allow it to be exceeded. No to not let the max be exceeded. Warn to receive a warning message when processing payroll if this occurs.
- Check Roll to allow accrued hours to rollover into the next year.
- Check Payout to allow a payout of these accrued hours on any given paycheck.
- Active will be checked by default, leave unchecked if accrual type becomes inactive or unavailable.
- Click Add New
- Enter Steps with rates in which they are earned.
- Click Save
- Click Save
