Policy Plan
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      Accrual Rules

      Accrual Rules for Deductible Time Off Types

      Eligibility Time

      * Each Time Off Type has an eligibility time setting. This determines when the system checks for accrual eligibility. e.g. end of the pay period or start of the pay period

       

      Setting

      		 Description

      Start of Period

      * Unique to each Time Off Type
      • System will check for eligibility at an accrual level at the start of the trigger calculation selected
      End of Period
      • System will check for eligibility at an accrual level at the end of the trigger calculation selected
      Effective Since
      • If Immediate - Time Off Type becomes active for accruals in the system immediately
      • If Custom Date - Time Off Type becomes active for accruals at the specified date

      1. Accrual Eligibility

      * Define when the employee becomes eligible for this accrual level. All of the below settings are based on the Employee Hire Date.

      * When using Policy Start, the hours will be awarded on the next scheduled event. 

      Example: If the Policy Plan starts January 1st, and the accrual frequency is every month, the software will add a scheduled event on the 1st of each following month to check for eligibility.  If employees become eligible in the middle of an accrual cycle, the hours will be awarded based on the next scheduled event.


      Setting Description
      Immediately Upon Hire Employee becomes eligible on the hire date
      After Waiting Period  Employee becomes eligible after the specified waiting period
      First Day of Month After Waiting Period  Employee becomes eligible on the first day of the month after the specified waiting period
      First Day of Month After Hire Date

      Employee becomes eligible on the first day of the month after their hire date

         

        2. Accrual Type

         

        Time - Employees accrue time off based on a specified time period(s)
        • e.g. 40 hours per year

        To configure time based accruals, see Accrue Hours Based on Time

         

        Worked Hours - Employees accrue hours based on hours worked

        • e.g. 2 hours for every 40 hours worked

        To configure hours based on time, see Accrue Hours Based on Hours Worked

         

          Policy Plan: Deductible Time Off Types