Employees → Accruals → Accruals tab

Edit a Current Accrual Plan

Employees → Accruals → Accruals tab → Pencil icon under Actions

Service Date: Employee’s Hire Date (default), or Adjusted Service Date (if entered).

Length of Service: The tenure is based upon the Hire Date or Adjusted Service Date.

Accrual Category: Earning associated with the Accrual Plan. (Sick, Vacation, or PTO)

Plan Name: Customizable to easily identify plans.

Plan Schedule: How often the accrual will be calculated.

Current Balance: The employee’s current accrual balance is based on the last payroll run.

Update Balance: Manually update the employee’s balance.

💡 The balance will be updated when you process the next payroll.