The screen below can be used to generate historical Accrual transaction records for employees including holidays that are configured in the system. This is generally only used the first time you are setting up the Time Off Tracking feature within the system.
Once an Accrual Rule is configured within the system, Accrual Transaction records will automatically be created for employees based upon the Accrual Type configured for the Rule. Accrual Transactions for the selected Accrual Rules will be generated from the Process Start Date through the current date.
Navigating to Process Accruals for Time Off Tracking
- Expand Settings, expand Time and Labor Mgmt and click Time Off Tracking from the menu.
- Click Utilities at the top menu bar.
Processing Holidays
The utility to process accruals will also create Holiday records. Sometimes it may be necessary to create past Holiday records.
- Enter the date of the Holiday as the Process Start Date
- A minimum of one Accrual Rule must be selected.
- Holiday records will be created for all employees who pass the eligibility rule assigned to the Holiday, even if the employee does not pass the rule selected.
- A 'dummy' accrual rule can be created if desired to process Holidays. (A dummy accrual rule is one that no employees are eligible for)
- The Utility will create records for any configured Holiday from the Process Start Date to the current date.