Adding a New Accrual Plan
Employees → Accruals → Accruals tab → Add Accrual Plan
Accrual Category: Assign the category: Sick, Vacation, PTO, etc. Accruals are account-specific; please contact your Payroll Support Team if you need a category or plan added.
Plan Name: Choose which plan the employee will be assigned to.
Update Balance: Input an amount if the employee has an existing balance.
💡 Do you front-load accrual balances? We can build your accrual plan to be front-loaded, so you don’t have to manually update the balance when applicable!
Verify the newly assigned plan by selecting the Pencil Icon under Actions.
Fields that will not populate until after saving the plan include: Service Date, Length of Service, Plan Schedule, and Current Balance.
You will want to verify the proper plan has been assigned to the employee. This is not required; however, we advise a double-check for accuracy.