Attendance - Pre Accrual Plan Set up Checklist

Below is a checklist that can help ease up and expedite some of the Accrual set up process:

1.   How many types of time-off do you need to manage?

  • Vacation, Sick, Personal, PTO, Other.

2.     How many classifications of employees must you manage?

  • Full-Time, Part-Time, Seasonal, Salaried, Hourly, Other.

3.     What about negotiated time-off contracts?

  • Perhaps a group of individuals share a special plan.
  • Perhaps a plan must be unique to only one person.

4.     On what do you base earnings?

  • Time of Service means that earned time off will be based on length of employment.
  • Hours Worked means that earned time off will be based on the number of hours worked the previous month or year, depending on how often you wish to accrue time off (Monthly or Yearly).

5.   By what schedule do you wish to earn the time off?

  • Yearly, Semi-Annually, Quarterly, Monthly, Bi-Weekly, Weekly, Other.

6.   When does the year begin?

  • Fiscal Date, January 1st, Hire Date.
  • If by Fiscal Date, make sure that you set your fiscal date appropriately in Global Preferences:
  • Click Settings > Global Preferences > Attendance. Enter your fiscal date and click Save.

7.   Is there, a waiting period?

  • Yes, No.

8.   Should time off increase over time?

  • Yes, No.

9.   Should time off be carried over into the next year?

  • Yes, No.
  • If so, how much?

Once you have data readies for each of the questions above you are now ready to get started on setting up your Accrual Plans. Follow this link to send you to our Help Hub filled with links to other articles that will further help guide you set up your Accrual Plans.



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