The Leave Accrual List is a report generated by Heartland that outlines the settings of your accrual plan(s). This report is a handy tool to verify the setup of your plan and confirm it is functioning as intended.
Your Payroll Support Team will send this report once they complete your accrual plan setup. Please review the details within 2 business days. Let your Payroll Support Team know if any changes need to be made, or if it is ready to process!
Here are the items listed on the report and what they indicate.
For more details, see the Accrual Setup Form Explained article.
Leave Category: Accrual Type on form
What type of plan was set up? Think of this as the earning associated with the accrual.
Accrual Plan: Plan Name on form
This should distinguish this accrual plan from others on your account. Ex: Full-Time Vacation, Part-Time Vacation, etc.
Carryover Option: Carryover Option chosen on your form
This lists your carryover selection for employees who have a balance at the end of their plan year.
No Carryover: The unused balance is not carried over into the new plan year.
Limited: A specified number of unused accrued hours can be carried over into the new
plan year.
Unlimited: Employees can carry over all unused accrued hours into the new plan
year.
Accrual Schedule: When the plan should accrue, Per Schedule accruals only.
This only applies when employees accrue a set amount of hours with their regular payroll. Ex: Every Pay, First Pay of Month, etc.
Accrual Type: How the employees should accrue, selection from your form.
The method in which accrual hours are allocated to employees.
Per Schedule Accrual: Employees accrue a set amount of accrual hours with regular payroll.
Per Hour Worked Accrual: Accrual rate x hours worked.
No - Accrual Balance Only (uncommon): Does not accrue; balances must be added manually.
Maximum/Minimum Hours: Only applies to Accrual Method - Per Hours Worked
We can set a maximum amount of hours that the accrual will be calculated on, or a minimum to be met per pay before accrual is calculated.
Is Default Plan: Optional. This setting is used if the plan should be assigned to all employees.
Hide On Check: Should the accrual info show on the pay stubs- marked as No on form
This will show as Yes if employees shouldn’t see their available hours on their check stub. This is frequently used for workers in a probationary period, where employees are accruing but not eligible to use those hours yet.
EE Override: Setting to allow overrides on the employee level for exceptions that don’t follow the company plan. Employee overrides are not recommended, as any amounts entered replace plan values and have to be updated manually.
Is Inactive: This indicates if a plan exists on your account but is not active for use. Typically, this is for plans that have been replaced by new plans, so the incorrect plan can’t be chosen for an employee.
Months: Months of Service on form
The number of months of service to be completed to be eligible for the tier.
Rate: Accrual Rate on form
Amount per accrual period or amount per hour. The accrual rate is based on the months of service for each tier.
Balance Limit: Balance Limit on form
Also referred to as Balance Cap. The accrual will stop when the limit is reached and nothing will accrue until the employee has used time off. Once the employee’s balance falls below this amount, they will begin to accrue again.
Carryover Limit: Carryover Limit on form
No Carryover: The unused balance is not carried over into the new plan year.
Limited: A specified number of unused accrued hours can be carried over into the new
plan year.
Unlimited: Employees can carry over all unused accrued hours into the new plan
year.
Bal Unavailable: Balance Unavailable on form, shows on check stub as Pending
This is used if time should accrue for a tier, but employees shouldn’t have it available for use yet.
Ex: All new employees accrue sick time based on their hours worked starting on their hire date, but they must work for the company for 3 months before it can be used.