BIAS Help CenterPayroll MaintenanceHow do I add or edit an accrual?

How do I add or edit an accrual?

This section will show you how to set-up new Leave Accruals, to include Vacation, Sick and Comp Time for example.  

Adding Leave Accruals

Go to Advanced Payroll > Payroll Set-Up

  1. Click Accruals tab
  2. Click Add New to enter a new Accrual Type.  

  1. Enter Accrual description

  1. Select Earning Type

Earning Type or Pay Item can not be added until accrual has been created on the Earnings tab.

  1. Enter frequency On how often the accrual should be earned.

  1. Select Pay Item

Earning Type or Pay Item can not be added until accrual has been created on the Earnings tab.

  1. Click Save

  1. Click Earnings tab
  2. Click Add New

  1. Enter a description for accrual Item.  Note that you will want a "Vac Adj" item for situations where you may want to adjust someone's vacation accrual bank at times.  Notice that Vacation will need 4 new lines added.

  1. Select Earning Type, select Leave Accrual for vacation, sick or holiday or Comp Time for an Earned Accrual.

  1. Check Inc Hours for any time that would only be included as worked hours for L&I or DRS, including used accruals. 

  1. Select Accrual Type accruals have to be established in the Accruals tab to show here. 

  1. Select if hours are Earn/Use

  1. Enter Factor to earn accrual types. For example, comp time typically accrues similar to overtime at a factor of 1.5.

  1. Check On Rate for accrual types paid to employees on their paycheck.  For vacation items, this would include used or buy-out types.

  1. Check L&I and Unemp if accrual type is subject to L&I or Unemployment. 

  1. Click Ret to flat wages, hours, both, or none to DRS reporting.

  1. Click Accruals tab to complete the final details
  2. Click Edit

  1. Enter Earning Type

  1. Enter Pay Item

  1. Enter Factor for how many hours should accrue.  For example, comp time typically accrues similar to overtime at a factor of 1.5.

  1. Enter Maximum number of hours that may be accrued. Hours will then stop accruing if an employee hits the maximum number entered.

  1. Select Exceed Yes allow it to be exceeded. No to not let the max be exceeded. Warn to receive a warning message when processing payroll if this occurs.

  1. Check Roll to allow accrued hours to rollover into the next year.

  1. Check Payout to allow a payout of these accrued hours on any given paycheck.

  1. Active will be checked by default, leave unchecked if accrual type becomes inactive or unavailable.

  1. Click Add New
  2. Enter Steps  with rates in which they are earned.

  1. Click Save

  1. Click Save
Congratulations, you are done!

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