Time Off Tasks and Processes > Reset Current Accrual Year

Reset Current Accrual Year

The Reset Current Accrual Year process causes Time Off to:

Reset to zero time taken and time accrued.
Clear all absence transactions for vacation, illness, and personal attendance plans.

Use this process to correct errors or to reset the close date to the day before the plan year starts.

Caution! We urge you to use this process only as a last resort if you do not have backup data. Use your backup to restore data, if possible.

To Reset the Current Accrual Year

Select Time Off > Processes > Reset Current Accrual Year. A warning message reminds you of the consequences of running this process.
Click Yes if you are certain you want to continue and reset the accrual year. The Reset Accrual Year page opens. Otherwise, click No to cancel the process. Fill in the appropriate information on the two tabs on this page: Employee Criteria and Attendance Criteria.
On the Employee Criteria tab, select the employer from the Employer drop-down list. If there is only one employer, that employer is selected as the default employer.

Tip: To select all employees within the employer, leave the remaining fields blank.

Use the Organization Title drop-down lists to select specific organization levels.
Use the Changed Since field to select all employees whose records have changed since a specified date.
Determine whether you want to reset the accrual year for employees who have a status of Active or LOA. Select each check box that applies.
To reset the accrual year for specific employees, use the buttons provided to select the employees to include. Otherwise, leave this box blank.
You might choose to enter additional selection criteria in the Custom Criteria field. From the drop-down list, select the Criteria Table, the Criteria Builder or the FoxPro Expression Builder.
You can choose to include either Exempt or Nonexempt employees. Leave this field blank to select both Exempt and Nonexempt.
On the Attendance Criteria tab, determine whether to reset the accrual year for attendance plans with a plan year of Fiscal, Annual, or Anniversary. Select each check box that applies.
To reset the accrual year for a specific attendance plan, select the Specific Plan check box and select a plan from the drop-down list. All the plans set up for the selected employer appear in the list.
After you make all of your selections, you can save them as default settings so Time Off can use them the next time you close the accrual year. Click the Save as Default button.
To use the previously saved default settings, click Restore Defaults.
Click OK after you make all of your selections. Time Off indicates the number of employees whose attendance plans will be updated.
Click Yes to continue. As the Reset Current Accrual Year process continues, a status bar shows its progress. Time Off displays the employees’ names as the system resets the current accrual year.
If any employees had their accrual time suspended during the plan year, you must create an absence transaction for each and suspend the accrual process for the appropriate amount of time.
For example, an employee was on LOA for a period of two weeks. Create a LOA absence transaction. Suspend the plan, enter a Stop Accruing On date to suspend the accrual process, unsuspend the plan and enter a Start Accruing On date that is two weeks later than the stop date.
Run the Accrue Time process.