- 25 Jun 2024
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Creating a Fixed Date Policy Accrual Rule
- Updated on 25 Jun 2024
- 4 Minutes to read
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- DarkLight
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This article reviews the steps for creating an accrual rule for a 'fixed date' type PTO policy using the accrual rule wizard on the Labor Admin page.
Process to create a fixed date policy with the accrual rule wizard
Creating a Fixed Date Policy
Follow these steps to create a PTO accrual rule for a fixed date policy:
Starting the Accrual Rule Wizard
Navigate to the Labor Admin page. | ||
Click 'Create', then select 'Accrual Rule'. | ||
Enter a rule name for the accrual rule. | ||
Select an earning type:
This is the earning type that will be added to the DSS when accrued hours are used. | ||
Click continue to move to the next step. | ||
Enter an effective start date. | ||
Click + Add Effective End Date to add an end date to the rule. (Optional) | ||
Click Continue to move to the next step. | ||
Select the 'Fixed' type. | ||
Click Continue to move to step 1 of the policy configuration. |
Step 1 - How Do You Want To Set Up Your Fixed Accrual?
Select the date type:
If a custom date is selected, all employees will accrue the set number of hours on the selected date. | ||
If custom date is selected: | ||
Select the desired date. | ||
If recurring period is selected: | ||
Enter the number of days after an employee's start date (hire date) that must pass before the employee begins accruing hours. | ||
Select the period type. | ||
If weekly or bi-weekly is selected, select the day of the week that hours should accrue on.
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Enter the number of hours the employee must work in the period to accrue hours.
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If paid non-worked hours should be included in the number of hours an employee must work in the period to accrue hours, enable the Accrue on Non-Worked Hours toggle. When enabled, selected non-worked hours, such as hours associated with sick earnings, are included when calculating an employee's total worked hours. | ||
If the Accrue on Non-Worked Hours toggle is enabled, select the non-worked earning types that should be counted as worked hours. When an employee has earnings associated with these earning types, the hours associated with them will be included in their 'Worked Hours' for the period. | ||
For all date types: | ||
Enter the number of hours that the employee will accrue on the set date. | ||
If employees should be able make requests that result in negative balances, enable the Allow Negative Balances toggle. | ||
Review configurations, then click Next Step. |
Step 2 - Maximum Balance and Tenure Bonus
Enter the maximum balance an employee can accrue. | ||
If the accrual rate or maximum balance for employees should increase based on their employment tenure, enable the Tenure Bonus toggle. | ||
Enter the Years Worked threshold. | ||
Enter the amount of hours the set number of accrual hours will be increased by.
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Enter the number of hours to increase the maximum balance by. (Optional) | ||
To add an additional level of tenure bonus, click '+ Add Another Tenure Bonus', then follow steps 3 - 5 for it. | ||
Review configurations, then click Next Step. |
Step 3 - Carryover Rules
If Recurring Period was selected as the date type, enter the Calendar Year End Date.
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If accrued balances should carry over, enable the Carryover Balance toggle. | ||
Enter the percentage of accrued hours that can be carried over for an employee. | ||
Enter the maximum number of hours that can be carried over for an employee. | ||
If unused carryover hours should expire after a set amount of time, enter the number of days employees can use the hours before they expire. | ||
If earnings should be added to the DSS for the employee when hours expire, enable the Pay Unused Hours toggle. | ||
Review configurations, then click Complete. | ||
Click one of the following to navigate to the desired page: |