Benefit Accrual Rules page allows you view the list of all benefit accrual rules, add new rules, edit and delete them.

Click here to view the Benefit Accrual Rules page.

The Page has two lists: the list of accrual rules and the list of individual accruals within them. The list of Benefit Accrual Rules can be sorted by any column both ascending and descending. To sort the list  click on the Column title.

The list has  other properties that can be altered: the columns can be hidden or displayed, the order of the columns  can be changed, and the list of the rules can be filtered by various criteria. (Click here to see the description of these properties.)

To hide/show columns: Click on the Properties button. In the Columns list select or unselect the columns you want to show or hide. Click on the OK button. To reorder the columns: Click on the Properties button. In the Columns list select the column you want to move up or down. Click on the Move up  button to move the column up, or on the Move down  button to move the column down. Repeat steps 2 and 3 to reorder the other columns as desired. Click on the OK button. To filter the list: Click on the Filter button. (The Filter Conditions panel will appear). In the Filter Conditions panel enter the criteria by which you want to filter. Click on the Refresh button. Filtering the list will display only those entries that correspond to the entered criteria. If no accrual rule corresponds to criteria, then no record will be displayed in the table. To view all the rules, or to start over, click on the Reset button. To hide the Filter Conditions panel, click again on the Filter button.   Note: If you don't remember the whole Code or Name of the accrual rule, you can search for a single letter found anywhere in the Code or Name. You can simultaneously filter by more than one criteria.

   Adding New Benefit Accrual Rule

To add a new benefit accrual rule:

1. Click on the Add button. A new page opens - Add Benefit Accrual Rule page. (If you want to copy from another benefit accrual rule, then select the rule that you want to copy and click on the Duplicate button)
2. Enter code and name of the rule into the Code and Name text boxes, respectively.
3. From the Carry Cycle Start Date combo box, select the date from which the cycle should start-it can be from employee's Hire date, Fiscal date or any other custom date.
4. If Custom start date is selected, then into Custom field enter custom start date of the cycle.
5. Select the carry cycle from the Carry Cycle combo box. (This is the period during which accrued hours can be used. If hours of one cycle are not being used entirely, the remaining benefit hours can be transferred to the next cycle.)
6. In the Categories to summarize list check all those categories that should accrue toward benefits, but only if you are going to use Categories Hours Multiplier field in any of Accrual Details rules ("Accrue Details" will be explained later). If you are going to use the Categories Hours Multiplier field, then there is no need to check any category.
7. Below the list check those types of hours (Regular, Overtime 1, Overtime 2 and Overtime 3) which should accrue toward benefits. Checked types will apply for any of above checked categories.
8. Click on the OK button.

Note:

Code and Name are unique and mandatory values. Before entering these values, make sure that there is no other accrual rule with the same Code or Name.

   Editing Accrual Rule

   Deleting Accrual Rule

To delete accrual rule:

1. In the list of Benefit Accrual Rules select the accrual rule you want to delete.
2. Click on the Delete button below the list of accrual rules.

Note:

Benefit accrual rules that are assigned to at least one employee can't be deleted.

   Making Benefit Accrual Rules Active/Inactive

To make a benefit accrual rule active/inactive:

1. In the list of Benefit Accrual Rules select the rule you want to make active/inactive.
2. Click on the Edit button below the list of accrual rules. (A new page opens - Edit Benefit Accrual.)
3. Select Active check box to make the rule active, or deselect to make inactive.
4. Click on the OK button.

Note:

To see inactive rules in the Benefit Accrual Rules list, make sure that the Active check box in the Filter Conditions panel is not selected.

   Adding New Accrual

   Editing Accrual

   Deleting Accrual

To generate a report on of benefit accrual rules, click on the Report button. The generated report will include only those accrual rules displayed in your filtered list.