Accrual Rule Maintenance

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Use this form to establish the rules for the accrual of the leave types that your business requires.

Employees can accrue leave in arrears (annual, RDO, and LSL) or in advance with the entitlement being updated on a fixed date, on the anniversary date, or up to a specified date. Both types of accruals can have multiple levels and there is no limit to the number of accrual rules a site can have.

You can assign a rule to:

• A pay transaction type that is set as balance tracked. This makes the assigned accrual the default rule for this transaction type.
• An employee using a balance tracked transaction type. You can change the accrual rule for each employee for each balance tracked transaction type.

Greentree Desktop revalues outstanding balances when employees receive pay increases. The revaluation calculates the value of the balance for the new rates and creates a revaluation line for each employee and for each balance-tracked transaction type for the difference. You should only run this on rules that base the value on a rate. The rule should be marked to not allow revaluation.

When processing accruals, Greentree Desktop starts accruing from the later of:

1. The previous accrual date. If none, then:
2. The opening balance date. If none, then:
3. The start date of the employee

If an employee has used all their entitlements when setting up or converting the payroll, you must create a record with an opening balance of zero to prevent the accruals from calculating entitlements from the employee's start date.

You can create, change, or move the levels by clicking the buttons on the right side of the form. If an accrual rule is applied to an employee and they have an accrual transaction for the rule, you cannot change or delete the rule until all accrual transactions for the rule are deleted.

Arrears accruals are usually for leave types whose entitlements are granted after a milestone is met, such as the anniversary of the employee's start date.

Advance accruals are generally for leave types that employees are entitled to immediately — for example, sick leave.

Name

Enter or select the name of the accrual rule.

Arrears

Select this field if the rule accrues balances in arrears of an anniversary date.

Advance

Select this field if the rule accrues balances in advance of an anniversary date.

Do not allow forecasting

Select this option to prevent this rule being forecast on the Leave Forecast form.

Do not allow revaluation

Select this option to exclude this rule from any revaluations processed. Select this option when the rule bases its valuations on a percentage of an accumulator.

Accrue by Pay Period

Select this option to create an accrual per pay period. The accruals run as one process, but Greentree Desktop creates separate lines for each pay period for the employee.

Inactive

Select this option to mark the rule as inactive. This stops the rule being selected on new employees, and displays a warning when it is used with existing employees.

Description

Highlight the accrual rule level to edit. The level that you select displays in the detail section. You can change, delete, or move it up or down in the hierarchy.

Add

Click this button to add a new accrual rule level.

Change

Highlight the accrual rule level and then click this button to open the accrual rule level maintenance form for that level.

Delete

Highlight the accrual rule level and then click this button to delete it.

Move Up

Highlight the accrual rule level and then click this button to move it from one level to the next in the accrual rule.

Move Down

Highlight the accrual rule level and then click this button to move it from one level to the next in the accrual rule.

• Accrual Level Maintenance
• Transaction Type
• HR Module Control Accruals

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