User Guide
NON-WORKED HOURS AND BENEFIT TIME (VACATION, SICK, PERSONAL)
The Benefit Tracking and Accruals feature allows you to track and manage Vacation, Sick, and Personal Time
benefits.
CUSTOMIZING BENEFIT ACCRUAL RULES
Benefit Tracking and Accruals allow you to automate maximum accrual amounts, yearly carryover, and borrowing
benefits. Benefit balances are available for each day of an employee’s employment, letting you deliver real-time
balances to managers and employees. Accrual rates and tracking are customized for each employee, which allows
for the maximum in flexibility.
To customize an employee's Benefit Accrual Rules, go to the Edit an Employee screen by selecting the employee
name from the Employee List.
The Accrual Start Date allows you to set the date when the employee is eligible to begin accruing the
benefit.
If your benefits renew/reset each year, enter the date when this happens in the Accrual Reset Date field.
If this is your first time setting up accrues and your employee currently has Hours Available or a benefit
time balance, enter that balance here.
Additional hours will be automatically accrued each day per the value set under Yearly Hours. As the
employee uses the accrued benefit, the hours are automatically subtracted.
The total hours that the employee has used since the Accrue Reset date can be found in Hours Used.
The Last Calculation displays the date when the benefit accrual balance was last calculated.
Yearly Hours should be set to the total benefit hours the employee accrues in one year.
The Yearly Max is the maximum number of benefit hours allowed to accumulate for the benefit each
year. If you allow vacation hours to carry over from one year into the next, post the annual earned
amount plus the amount allowed to carry over (the cap). If your company employs a "use it or lose it"
policy, you should post the annual amount.
Note: Making a change to overtime preferences will prompt the time clock to restart. This will make the
time clock unavailable until it fully reboots.