About the Accrual Carry-Over Process
When calculating the employee’s accrual balance at the start of a new accrual year, the payroll program generally follows this procedure:
- Payroll calculates the amount or hours to carry over, by evaluating:
- The employee’s balance at the start of the year.
- The employee’s accrued amount or hours during the year.
- The accrued amount or hours used (paid out) by the employee during the year.
- During calculation, the payroll program also evaluates the Calc Max. Carry-over Based on Remaining Balance option and the maximum carry-over amount (both specified on the Earning/Deduction Codes setup window for an accrual).
- After the carry-over amount is calculated, the payroll program adds the amount specified in the Beginning column of the table on the Employee tab of the Earning/Deduction Codes window. The Beginning amount is a flat amount that’s always added at the start of a new accrual period, regardless of what is specified in the Maximum Carry-Over field.
- The carry-over amount plus the Beginning amount cannot exceed the maximum accrual that’s specified on the accrual (earning/deduction) setup record.