Setting Up and Processing Accruals
About the Accrual Carry-Over Process
The system processes and carries over accruals (vacation, sick, and compensatory/bankedtime hours and amounts) according to the following specifications:
- The accrual is carried over on the first payroll posting following the accrual carry-over date. (You set the default carry-over date when you set up the accrual in the Earning/Deduction Codes window. The carry-over year is automatically increased when a carry-over is posted.)
- For carry-over processing, the payroll program uses the accrual carry-over date and the employee's hire date to determine the service year (that is, which entry in the Service Year table to use). The employee moves into the next service year when the carry-over date is one year (or more) after the hire date.
- For routine accrual processing (that is, determine how much the employee accrues per pay period), the payroll program uses the check date and the employee’s hire date to determine the service year (that is, which entry in the Service Year table to use). The employee moves into the next service year when the check date is one year (or more) after the hire date.
For example, if the accrual carry-over date is the date of hire, the payroll program calculates carry-over and, upon posting the employee's first payroll after hire, consults the Service Year table set up (on the Earning/Deduction Codes window) for the accrual. The beginning amount or hours that you enter in the Beginning column of the first bracket of the Service Year table will be accrued on the first payroll. Posting then increases the carry-over year by one.
For example, suppose the employee’s hire date is 01/01/2017 (January 1, 2017). Consider these two scenarios, in which the accrual carry-over date differs by one day (12/31/2016 versus 01/01/2017).
If the accrual carry-over date is 12/31/