How do I setup accruals (i.e. employee accrued sick and vacation)?
The first step is to enable accruals – in the Admin, My Company “Defaults” section check “Use Time Accrual”. Next, for each employee, edit the User and in the “User Accruals” add the information. For example, if someone accrues 3 weeks of vacation a year, select period = “Yearly”, time type = “Vacation”, and “Hours” = 120 (15 8 hour days). The bank is how to add time rolled over from the previous year, if any. Once accruals are setup, you will need to annually update each employees bank by running the accrual report for the previous year, and setting each bank to the remaining hours (or negative if somehow over used). This should be done as soon as possible after each January 1st.
