Employee Accruals Setup

INVISION Payroll Employee Accruals lets you track additional pay and leave amounts that employees earn. You can post this accrual information to employee records in INVISION Payroll.  To set up for processing employee accruals you will build accrual tables as needed.  You will also build accrual groups and assign accrual rules to the groups.  Then apply groups and rules to the employees.  

Note:  For directions on processing employee accruals, see Employee Accruals.

Setting up Employee Accruals

Directions

To start, go to Payroll --> Daily Work --> Employee Accruals and the following screen is displayed.

 

 

Employee Accruals Setup Prompts

 

Building Accrual Tables

Use Accrual tables to set up the factors that determine how employees in a group accrual the benefit.

From Employee Accruals select Accrual Tables and the following screen is displayed.

 

Description

Enter a description for the table.

Accrue By

This is set to years.

Lower Limit and Upper Limit

Hours

Enter the lower value and the upper value for which the benefit is accrued.  

Enter the hours to accrue for this range.

Repeat entering the lower and upper limits along with the hours until the accrual values are entered.

OK

To complete the entries, click OK.

Building Accrual Groups and Rules

After the accrual tables are set up you can create groups and add the individual accrual tules that your organization offers like sick, vacation, holiday, personal, etc to each group.  An accrual rule can be based on hours, table values or can be manually maintained.

From Employee Accruals select Accrual Rules and the following screen is displayed.

 

 

Building a Group

To create an accrual group, click New at the bottom left of the  Accruals Rules screen and the following window is displayed.

Enter a description for the accrual group and then click Ok.  After clicking OK,

 

Building Rules for the Group

Build rules for the group.  A group can have multiple rules.

Select the accrual group to which the rules are for and then from the right side of the screen, select New  to build a rule or to edit a rule, click Edit  and the following screen is displayed.  

 

Accrual Name

Enter the name of the accrual rule. The accrual rule group name displays for your reference.

Category List

If this is sick or vacation type accrual enter SICK or VAC.  This allows the employee to be updated in Payroll in addition to the Employee Accruals.

Other Pay

Select the other pay to use in Check Entry to pay the employee with their accrued benefit.

Accrue By Hours, Table, or Manual

There are 3 Accrue by options:

  • If this is a manual accrual not based on any rules for this group, check the box for Manually Accrue. 

  • If the other pay for this group is accrued by hours, enter in the number of hours allowed for the frequency.

  • If the other pay for this group is accrued based on a table, select the table in the table list.

Frequency

There are 3 options for how frequently time should be accrued:

  • Annually:  If the other pay is accrued for this group on the same month and day every year, click to select Annually.  Enter the Month and day each year that the other pay should accrue.

  • Anniversary:  If the other pay is accrued for this group on the employees’ anniversary date, click to select Anniversary.

  • Monthly:  If the other pay is accrued monthly for the group, click to select Monthly and then enter the day of the month that the other pay should be accrued.

Maximum Carry Over

If there is an annual maximum carry over, enter it here.

Allow Overages

If you allow annual overages, click to select Allow Overages.

Create Transactions

If annual overages are not allowed and instead, transactions should be generated for overages, click to select Create Trans.

Lifetime Maximum Hours Accrued

There are 3 options:

  • Maximum Accrual:  If there is a lifetime maximum of hours accrued, enter it here.

  • Allow Overages:  If you allow lifetime overages, click to select Allow Overages.

  • Create Transactions:  If lifetime overages are not allowed and instead you should create transactions, click to select Create Trans.

To save your entries, click OK.

Assigning Accruals to Employees

You must assign an accrual group that has the desired accruals rules to employees for the employee to accrue benefits.

Note:  You can later change an employee to a different accrual group by selecting Change Group .

To add an accrual to an employee, from the Employee Accruals screen, click to select the employee from the Employee list on the left.

Click New All  and the Employee Accrual Maintenance screen is displayed.

 

1.  The employee’s name and hire date are displayed from their employee record.

2.  From the Accrual Group list, select the Accrual Group to assign to the employee.

3.  The accrual rules, next process date, and balance display based on the accrual group selected.

4.  To finish, click OK.