About the accrual rules in time off policies

Weekly,
Bi-weekly,
Semi-monthly,
Monthly,
Quarterly,
Semi-annual,
Yearly
Accrual

You can choose to add accruals that occur weekly, bi-weekly, semi-monthly, monthly, quarterly, semi-annual, or yearly.

Set the following fields:

• Yearly Entitlement - Enter the total amount the user should accrue for the whole year. This amount will be evenly distributed among the accrual periods. For example, if you enter 15 days and choose a monthly accrual period, the user will accrue 1.25 days each month.

• On - Choose when the accrual should happen in each accrual period. If you've set the Accrual Period to Annual or Monthly, you can choose to accrue on the anniversary of the user's start date.

• Proration - Specify whether the accrual should be prorated at the start and end of the policy, just at the start, or not at all. Proration applies when the employee works only part of an accrual period at the beginning or end of a policy. Refer to How time off accruals are prorated for more information.

Bi-Weekly Accrual - On Week option

This type of accrual happens every two weeks. You can choose the day of the week when the accrual occurs, and which sets of weeks accruals fall within:

• Week 1 - Accruals happen on a fixed schedule that uses July 1 to 7 2018 as a reference week – every second week thereafter is included as part of this 'week'
• Week 2 - Accruals happen on a fixed schedule that uses July 8 to 14 2018 as a reference week – every second week thereafter is included as part of this 'week'

• 2nd after effective date (default setting) - The first accrual occurs in the second week after the policy begins. For example, if a policy starts on a Friday the 1st and accruals are set for Sundays, the first accrual would occur on Sunday the 10th.

Accruals Based on Hours Worked

Accruals Based on Paid Hours

These rules are useful, for example, if your state's legislation requires that your workers accrue 1 hour of sick time for every 30 hours worked or paid. They may also be useful for allotting time off to employees with variable schedules.

Accrued hours are only added to the employee’s time off balance once the timesheet with the hours worked or paid has been approved.

Once approved, time off hours earned in a week will be added to the employee’s time off balance on a prorated basis; for example, if an employee accrues 1 hour for 30 hours worked, and they work 40 hours in a week, 1.333 hours will be added to their balance for that week, once their timesheet is approved.

For the Accrual Based on Hours Worked rule, you'll need to:

• Set the accrual rate
• Include Breaks - Specify whether breaks are included in or excluded from the hours worked total. This includes all breaks, paid or unpaid.
• Include Time Off - Specify whether time off of any kind is included in or excluded from the hours worked total

For the Accrual Based on Paid Hours rule, you'll need to:

• Set the accrual rate
• Exclude Pay Codes - include unpaid time pay codes, to ensure only paid hours are used in the accrual calculation

Accruals Based on Hours Worked in a Month

This rule accrues monthly the number of hours you define, but only if the employee has worked the number of hours you specified.

Percentage of Hours Worked in Leave Year

Percentage of Hours Worked in Timesheet Period

With these rules, employees accrue a percentage of the work they complete, over the defined time period. You can define what percentage of hours worked will be accrued – this amount defaults to 8%.

Yearly Accrual with Expiry

This rule allows you to set accruals to occur on the employee's half anniversary.

You'd also use this rule if you have yearly accruals that you want to expire after a period of time that you set, and you want the option of paying out once they expire.

You'll need to set the options listed under Basic accrual rules listed above, plus:

• Expires After - enter the duration after which the time off will expire
• Units - select the units for the duration in the Expires After field
• Upon Expiry - choose whether or not the expiring amount will be paid out

Accrual based on Service Period

This rule adds time off based on a custom field date, usually the user's start of service. Enter the name of the custom field in the Profile UDF Name field. The accrual period can be defined in years or months.

This rule also offers optional proration of time off, for policies that don't start or end when service periods begin and end. And, it includes the option to set an expiration date, and choose whether or not the expired balance is paid to the user.

Time Off In Lieu Expiry

This rule allows you to set expiration and payout settings for hours accrued via TOIL. Only time off types tracked in hours can be set to pay out.

The Since field lets you choose when the expiration period begins.

For example, if you choose to have hours expire after 1 month, and choose Month from the Since field, hours accrued in March will expire on May 1.

Yearly accrual with qualifying event

This accrual rule can help in countries like the Czech Republic, where an employee must work 60 days with a single employer before qualifying for annual leave.

Age Based Accrual Rule for Norway

This rule applies primarily to Norway, where where employees are allowed additional time off each year starting at age 60.

Yearly/Monthly Accrual with Expiry & Rounding

Use this rule to set up complex monthly or yearly accruals that can be set to prorate at the beginning or end of the policy, if it doesn't begin or end on the accrual day.

You can also set balance hours or days to round up. Finally, you can set time off to expire, and specify whether or not it should be paid out.

Compensatory Rest Accrual Rule

Calculates compensatory time off for work on specific days and/or activities

Compensatory Timeoff Accrual Rule for Overtime

Accrual Based on Completed Months

Calculates accruals based on the number of completed months since the user's start date or policy start date, whichever is more recent.

You'll need to define these parameters:

• Accrue X Hours
• For Every X Complete Months(s) of Employment: The number of completed months since the user's start date or policy start date, whichever is more recent
• Expiry: Yes or No
• Expires After X: Define unit type using Units parameter below
• Units: Days, Months, or Years
• Upon Expiry: Pay out or Do not pay out. Pay out is only supported for time off types that track time off in hours.
• Expiry Pay Code: If left blank and Pay out is selected under Upon Expiry, expired hours will be exported under this time off type's pay code

Accrual Based on Days of Service

Calculates accruals based on completed days of employment

Yearly Accrual on Weekly Scheduled Hours

Loads the time off balance once per year. Only supports time off types set in hours.

Compensatory Time Off for Missed Daily Rest Period

Conditional Accrual with Accrual Stoppage

Configurable Accrual with Accrual Stoppage

Monthly/Yearly Accrual on Weekly Scheduled Days

Monthly/Yearly Accrual on Yearly Scheduled Days

Time Off In Lieu Expiry with Reference Period