How do I review accrual changes?

Before processing payroll, make sure to review each employee's pay, accrual and benefit rates.  The Next Review date in the employee Setup tab can be used to know when to make  annual pay increases or step changes.

Go to Advanced Payroll > Payroll Control Center

  1. Click Employees tab
  2. Click to highlight Employee
  3. Click View

  1. Click Accruals Tab
  2. Click Edit

Default (Def) and Employee (Emp) columns will be used for most of the accrual settings.  Each column will populate from the settings based on the assigned Step.  Employee settings will override the default for the specified employee only if it is changed to something other than the default.

  • Step controls the default rate of accrual and cap.  The default accrual amount show per pay period.
  • Default is the normal rate of accrual based on Step.
  • Anniversary Date is only necessary if the accrual is earned on Anniversary versus Pay Period or Calendar Year.
  • Def Roll controls whether the accrual balance is allowed to roll over to the next year or reverts to zero at the start of every year.
  • Emp Roll controls whether the accrual balance is allowed to roll over to the next year or reverts to zero at the start of every year.

Accruals may be allowed to exceed the cap with or without a warning based on the setup.  Warnings will show up as an Error on employee paychecks.

  • Def Roll / Emp Roll controls whether the accrual balance is allowed to roll over to the next year or reverts to zero at the start of every year.
  • Employee Alternate will override the default rate of accrual.
  • Balance shows the current accrual balance.
  • Def Cap / Emp Cap will control the maximum accrual balance allowed.
  • Balance shows the employee current balance.
  • As Of shows the date that the Balance was updated.
  • Hide when checked, hides the accrual from the employee's pay card.
Congratulations, you are done!

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