Accrual Schedule Setup Form

Use the Accrual Schedule Setup form when the allowed hours change over time, based on a preset schedule.

Location

You display the Accrual Schedule form in Configuration.

To display the form, complete the following step:

From the Vision Navigation menu, click Configuration > Accounting > Accrual Schedule.

Contents

Field	Description
Schedule ID	Enter an identifier for the accrual schedule. Each identifier must be unique and can be numbers or uppercase letters or any combination of numbers, letters, and punctuation. It is best to determine a method for how you assign IDs and then stick to it. You cannot directly modify the Schedule ID field after the schedule is created. If you use the Multicompany feature, you can use the same accrual schedule IDs for different companies in your enterprise. Deltek recommends the following guidelines: All IDs are the same length. If you use a decimal point in the ID, always have the same number of digits to the left of the decimal. If all IDs do not have the same number of digits, they should all include a punctuation mark (such as a period or a hyphen), and always have the same number of digits to the left of the punctuation mark IDs are sorted as if they were alphabetized words. For example, if you have the following IDs: 1, 2, 11, 50, 100, they are sorted as: 1, 100, 11, 2, 50 on reports.
Description	Enter a title or description for the schedule, which can be used to retrieve or copy the schedule.
Calculate Based on Hours Worked	This option is enabled when the Enable accruals based on hours worked check box is selected on the Timesheets Tab of Accounting Company Settings (Configuration > Accounting). Select this check box to turn on the ability to calculate benefit accrual based on hours worked. When you select this check box, the Hours Earned Per Hour Worked and Max Hours Earned Per Accrual Process columns are enabled on the Accrual Schedules grid. Use these fields to record the number of hours that the employee can earn for each hour worked and the maximum number of hours earned based on the hours worked for an individual accrual process within the accrual schedule.

Accrual Schedules Grid

Field	Description
Drop-down	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 File > Print 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.
Insert	To add a new accrual schedule, click this option to add a blank row to the grid.
Copy	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.
Delete	To delete an accrual schedule, click the schedule's row to select it and then click this option.
Start Month	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 General tab of Employee Info Center). 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.
End Month	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 General tab of Employee Info Center). 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.
Hours Earned Per Year	Enter the number of hours per year that the employee will earn for the specified timeframe.
Hours Earned Per Hour Worked	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 Employee Info Center. This amount cannot be changed in the Employee Info Center. For example, if your firm's policy defines an employee earn 1 hour of sick time for every 30 hours worked, enter 0.0333.
Max Hours Earned Per Accrual Process	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 Employee Info Center. This amount cannot be changed in the Employee Info Center. For example, a firm did not allow an employee to accrue more benefit hours than an expected workweek, so the maximum hours entered was the expected accrual. Or, a firm 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.