Accrue Benefit Hours Based on a Predefined Schedule

If you do not use the Vision Payroll application, or you want to accrue benefits on a different schedule from your payroll schedule, you can determine a separate frequency for benefit accruals. Initiate the accrual manually on the Benefit Hours Accruals Processing form.

Prerequisites: Before you initiate the benefit accrual process, your System Administrator must establish the frequency of benefit accruals by selecting the frequency (Monthly, Semi-monthly, Biweekly, or Weekly) in the Benefit Accrual Frequency field on the Timesheets tab of the Accounting Configuration form.

To accrue benefit hours manually, complete the following steps:

  1. From the Vision Navigation menu, click Human Resources > Benefit Hours > Accruals.
  2. On the Benefit Hours Accruals Processing form, change the accrual date, if necessary.
  3. Vision calculates the accruals based on the settings on the Timesheet tab in Configuration > Accounting > Company Settings. For accrual codes based on frequency, the number of benefit hours accrued for an employee is calculated by referring to the Benefit Accrual Frequency field. This configuration field indicates how often you plan to accrue benefit hours: Monthly, Semi-monthly, Biweekly, Weekly. Vision divides the annual number of benefit hours by the number of times that you plan to accrue benefit hours over the course of the year.

    For accrual codes based on hours worked, the number of benefit hours accrued for an employee is calculated by multiplying the Hours Earned per Hour Worked times the number of timesheet hours in the selected timesheet postings. If, for example, an employee earns .0333 hours per hour worked and has a total of 40 hours in the selected labor posting, the employee will earn 1.33 hours in the specific accrual process.

  4. If the accruals are also based on hours worked, select the accrual method to include via theMethods to Include option.
    Option Description
    Include All All accrual codes associated with all employees.
    Frequency/Schedule All employees with accrual codes with a method based on either frequency or a schedule that is not set to calculate based on hours worked.
    Hours Worked/Hours Worked Schedule All employees with accrual codes with a method based on either hours worked or on a schedule that is set to calculate based on hours worked.
  5. Click Run. Vision displays the following prompt:

    Would like to print the processing journal after processing is complete?

  6. To print the Benefit Hours Processing Journal report, click Yes; to bypass printing the report, click No. You can also print the report by clicking Print on the toolbar after you run the accrual process.