| Field Name | Work Code ‘Accrual’ Panel Field Description |
|---|---|
| Group | This number is used primarily to track selected
work codes and their related accrual numbers. All work codes assigned
this number will be linked to this group. A group number is similar
in concept to a bank account number. For example, suppose Vacation
Time Earned is given Group 1, this means Vacation Time Used is also
given Group 1, one adds time and the other subtracts time in accordance.
This number is also used to limit, sort information, and obtain
group (bank) balances on the Accruals report.
|
| Type | Used to track work code records in hours or
counts.
|
| Rate | Defines the rate at which to accrue time in either Count or Hours for the selected work code. This is a multiplier used to determine the actual amount of hours that will be added or subtracted in the accrual Group. The default and most common rate is 1. For example, suppose the Rate = 2, Type = Hours, and 24 hours of this work code are used, the resulting entry into the bank would be 48 hours because 24 hours multiplied by the rate of 2 is 48 hours. To further expand, suppose Compensation Time Earned has an hourly rate of 1.5, and Compensation Taken has an hourly rate of 1. This means each hour earned the employee is given 1.5 hours, and each hour taken is deducted at the rate of 1 hour; for example, suppose Bob works 2 hours and earns Compensation Time Earned, this accrual group would show 3 hours because 1.5 hours multiplied by 2 is 3 hours. |
| Max (Hours) | This field is only valid for working codes. Defines the maximum amount of hours or counts per person is allowed for this accrual Group by person in the defined Period; the excess accrued balance is ignored. There is no default for this field (no default cap on hours accrued). Note: The Max hours fields allow hours or instances up to the maximum defined by this work code for the Period specified. |
| Min (Hours) | This field is only valid for non-working codes. Defines the minimum amount of hours or counts (blank = 0) per person is allowed to drop down to for this accrual Group by person in the defined Period. This field allows staff to take hours not yet accrued with a negative number in this field. The default for this field is 0 (blank) which means that staff can only take what they have accrued. |
| Period (Months) | Defines a recurring period in months for the Accrual Group. This number is used by the Carry field. The period begins on the Since date. This field is typically set to 12 months. A blank entry in this field designates an infinite period. |
| Carry | Defines the number of hours or counts that
can transfer from one period to the next. The number
should be the same for the working codes and non-working codes in
the same Accrual Group. The default value is blank;
allowing all hours or counts to carry over into the next period.
The period and Since date field must be properly defined to properly
carry over. For example, suppose only 80 eighty hours of Compensation
Time Earned allowed to be carried over to the New Year, the period
is 12 months, the since date is the start of the New Year. This
Period field contains the number 12, the Carry field contains the
number 80, and the Since date field contains the start of your year, for
example, January 1, 2018. Note:
Important: Only yearly or monthly deposits can be set in this application when importing balances from a different application. For example, at the beginning of every month accruals are imported with each subsequent balance import overriding the previous imported balance. To accomplish this, the Period must be set to 1 (meaning, one month), the Carry is 0 (zero means carry nothing over because another application is the master accrual keeper). The Since date is the start of the desired month. |
| Since | The Since date defines the start date of the Period. This is a date field used with the Period (Months) field which determines when an accrual balance starts. Any records prior to the given date are ignored. The application will only consider hours that are granted after this date. For example, suppose that Sick Time drops to zero on January 1st, the Carry field is zero, the Period field is twelve months, and Since date is January 1, 2010. This means, starting January run twelve months out and zero out January 1st, 2011. |
| Effective | The default Effective date that the hours or
count associated with a work code become available for use when
calculating accrual balances. The date value in this field is transferred
to the work code. The effective date can be modified using Edit
Without Rules for a specific work code and date. If no date is supplied
then the assumed effective date is the calendar date of the staffing
record. Application Behavior: The Effective date is used on a Working type work code to define the date the system will permit the person to request or deduct time-off from available hours or counts. This field is typically blank in a Working type work code which indicates that the date the work code was placed on the calendar is the date available for the employee to use. The Effective date is used on a Non-Working type work code to define the date the hours or count are deducted from the accrual Group balance. The default date value is set so when a request is made in the future, the time taken counts against the accrual balance immediately. |
| Requests Too | Used to define when to deduct work code requests
from the accrual Group balance.
|