Reset Current Accrual Year process

Use the Reset Current Accrual Year process to correct errors in data entry discovered after a close was completed or to reset the close date to the day before the plan year starts. When you run this process Time Off:

  • Resets time taken and time accrued to zero. Carryover time may be incorrect after running this process.
  • Clears all absence transactions for vacation, illness, and personal attendance plans.

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

  1. Select Time Off > Processes > Reset Current Accrual Year.
  2. Time Off displays a warning message reminding you of the consequences of running this process. Click Yes if you are certain you want to continue and reset the accrual year.

  3. On the Employee Criteria tab of the Reset Current Accrual Year page:

    • Select the Employer. If there is only one employer, that employer is automatically selected.

      Tip: To reset the accrual year for all employees within the employer, leave the remaining items blank.

    • To reset the accrual year for employees in a specific organization, select the organization in the relevant drop-down list.
    • To reset the accrual year for employees whose information changed since a specified date, enter the date for Changed Since.
    • To reset the accrual year for employees who have a status of Active, LOA, and/or Terminated, select or clear the check boxes.
    • To reset the accrual year for specific employees, use the buttons to select the employees to include.
    • To reset the accrual year for employees based on your own selection criteria, select the Criteria Table, the Criteria Builder, or the FoxPro Expression Builder from the Custom Criteria list.
    • To reset the accrual year for employees who are either Exempt or Nonexempt, make a selection in the Exempt list. Leave this item blank to select both.

  4. Click the Attendance Criteria tab and choose the plans:

    • To choose plans with a specif type of plan year, select the Fiscal, Annual, and/or Anniversary check boxes.
    • To choose a specific plan, select the Specific Plan check box and then select a plan from the list (which includes all plans set up for the employer).
  5. If you want to save your selections as the default so Time Off can use them the next time you reset an accrual year, click Save as Default. To use the previously saved default settings, click Restore Defaults.
  6. To continue the Reset Current Accrual Year process, click OK.

  7. Time Off displays a message stating the number of employees affected. Click Yes to proceed.

    The Reset Current Accrual Year process starts. A status bar shows its progress.

  8. If an employees had their accrual time suspended during the plan year, you must create an absence transaction for the time off 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 by entering the Stop Accruing On date to suspend the accrual process. Then unsuspend the plan and enter the Start Accruing On date that is two weeks later than the stop date.

  9. Run the Accrue Time process.