User Guide

 EnsurethateachofyouremployeeshasanassignedPayrollID.EmployeeswithoutaPayrollIDwillnotbe
includedinthepayrollexportfile.
 SelectClickhereforaListofEmployeeswithoutIDs.
 CustomizethePayrollIDforeachofthelistedemployees.
 Select
CreateAnExportfromtheoptionWhatDoYouWanttoDo?
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ACCRUALSETTINGS
ACCRUALSEETINGS
BenefitAccrualsallowyoutotrackandmanageVacation,Sick,andPersonalTimebenefits.BenefitTrackingand
Accrualsallowyoutoautomatemaximumaccrualamounts,yearlycarryover,andborrowingofbenefits.
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NON‐WORK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.
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 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.