Field | Description |
Drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
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Insert
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To add a new accrual schedule, click this option to add a blank row to the grid.
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Copy
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You can copy an existing accrual schedule to create a new one. Select the row of the accrual schedule that you want to copy and click this option. A new row that contains the copied information is added below the row that you copied. Modify the information in the new row.
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Delete
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To delete an accrual schedule, click the schedule's row to select it and then click this option.
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Start Month
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Enter the starting month of the time range that this row represents. Month number one is the first month completed after the
Hire Date (on the Employment Details tab of
Employees hub).
For example, if each
employee earns five vacation days in their first year and ten days in their second through fifth years, then:
- The first line represents the first year, so the
Start Month would be
0.
- The second line represents the second through fifth years, so the
Start Month would be
12.
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End Month
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Enter the ending months of the time range that this row represents. Month number one is the first month completed after the
Hire Date (on the Employment Details tab of
Employees hub).
For example, if each
employee earns five vacation days in their first year and ten days in their second through fifth years, then:
- The first line represents the first year, so the
End Month would be
11.
- The second line represents the second through fifth years, so the
End Month would be
59.
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Hours Earned Per Year
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Enter the number of hours per year that the
employee will earn for the specified time frame.
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Hours Earned Per Hour Worked
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This field is enabled when the
Calculate Based on Hours Worked check box is selected.
Use this field to record the number of hours the
employee will earn for each hour worked. This amount applies to all
employees who have this accrual schedule associated with an accrual code defined on the Accounting tab in the
Employees hub. This amount cannot be changed in the hub.
For example, if your enterprise's policy defines an
employee earn 1 hour of sick time for every 30 hours worked, enter 0.0333.
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Max Hours Earned Per Accrual Process
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This field is enabled when the
Calculate Based on Hours Worked check box is selected.
Use this field to define the maximum number of hours to be earned within an accrual run during the schedule. This maximum amount applies to all
employees who have the accrual schedule associated with the accrual code defined on the Accounting tab in the
Employees hub. This amount cannot be changed in the hub.
For example, an enterprise did not allow an
employee to accrue more benefit hours than an expected workweek, so the maximum hours entered was the expected accrual. Or, an enterprise did not allow an
employee to accrue extra vacation time when they worked additional hours during a timesheet period, so they entered a maximum amount of earned hours allowed.
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