--- title: "Assign Accrual Rules to Employees" slug: "pto-accruals-assigning-accrual-rules-to-employees" description: "Assign PTO accrual rules to an employee from the Time Off tab, including selecting the rule and setting the effective date." updated: 2025-08-25T22:02:39Z published: 2025-08-25T22:02:39Z canonical: "docs.restaurant365.com/pto-accruals-assigning-accrual-rules-to-employees" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Assign Accrual Rules to Employees ## Overview [Accrual rules](/doc/docs/pto-accruals-accrual-rules-tab) are assigned to employees on the Time Off tab of individual employee records or in bulk on the [Workforce Employees page](/doc/docs/workforce-employees-page) using the bulk select menu. Once an accrual rule is assigned to an employee, they will begin accruing hours based on the [configurations of that accrual rule](/doc/docs/pto-accruals-accrual-rule-details-sidesheet). Accrual rules and associated balances assigned to an employee can be viewed on the [Time Off tab](/doc/docs/workforce-employee-record-time-off-tab) of their employee record. --- ## How to Assign Accrual Rules to a Single Employee Follow these steps to assign accrual rules to an employee: ****1)** Navigate to the [**Time Off tab**](/doc/docs/workforce-employee-record-time-off-tab) of the employee's employee record.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/97438e5d-9744-49bc-b071-e70900c926da.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****2)** Click **+Assign Accrual Rule**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/97438e5d-9744-49bc-b071-e70900c926da.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****3)** Select the **desired accrual rule(s)**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b0bc549b-57a4-4a00-9ec3-e2090585256f.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****4)** Click **Assign.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/7507003f-72fa-44e6-8216-7386cdc96702.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****5) Review** the accrual rules in the **left column**, these are the accrual rules that will be **assigned to the employee**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/3e6c75d6-64ad-4647-b8bc-03f40113e51f.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****6) Review** the accrual rules in the **right column** and make note of the reasons why accrual rules **cannot be assigned**.** Issues will need to be resolved before accrual rules can be assigned to the employee. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/3e6c75d6-64ad-4647-b8bc-03f40113e51f.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****7)** Click **Assign to Employees** to assign the accrual rules in the left column to the employee.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/3e6c75d6-64ad-4647-b8bc-03f40113e51f.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) --- ## How to Bulk Assign Accrual Rules to Employees Follow these steps to bulk assign accrual rules to one or more employees at the same time: ****1)** Navigate to the [**Employees page**](/doc/docs/workforce-employees-page).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/c99e316f-01ab-40ee-833d-7d39471762d5.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****2)** Select one or more **employees** by checking the associated bulk select checkboxes.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/c99e316f-01ab-40ee-833d-7d39471762d5.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****3)** Click the **menu icon** in the bulk edit menu.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6b930859-530a-4215-b183-30eb5d7051f4.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****4)** Select **Assign Accrual Rule.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6b930859-530a-4215-b183-30eb5d7051f4.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****5)** Select the **desired accrual rule(s).**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2990b0d8-16ba-4908-9941-5f0b625e09a4.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****6)** Click **Assign.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/f83d8487-1b46-4847-9dbe-8f7f3716686f.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****7) Review** each employee in the **left column** and the accrual rules that will be **assigned** to them.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/84c904bf-95aa-4ee3-83d0-6b37f3c9da25.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****8) Review** each employee in the **right column** and make note of the reasons why accrual rules are **not assigned** to them.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/84c904bf-95aa-4ee3-83d0-6b37f3c9da25.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) ****9)** Click **Assign to Employees** to assign the displayed accrual rules to the employees in the left column.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/84c904bf-95aa-4ee3-83d0-6b37f3c9da25.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A17%3A18Z&se=2026-11-12T11%3A17%3A18Z&sr=c&sp=r&sig=SqWiuX5aPZMlihPXfKCjSWY6XtBpspjk9K%2BSjI%2BdIH0%3D) A database entry that contains detailed info about an employee, including personal details and employment history.