About Generating Accruals

You can use ancillary data to calculate accrued time.

You must generate accruals in accordance with the accrual period length specified by the Period Type in Accrual Rules ancillary data. For example, if the accrual period length is a month, you must generate accruals for each month.

You can't generate accruals for employees who have accruals of the same type with the same or a later accrual date.

To specify the period for creating accruals, you must select a date that falls within the period. The system then determines the accrual period and accrual date using the Period Type in Accrual Rules ancillary data. For example, if you select October 10, 2023 when generating accruals, and the Period Type is Start of the Month, the system generates accruals for October and dates the accruals for October 1, 2023.

If an absence occurs on an accrual date, the system considers whether the absence’s accrual type is effective at the start or end of the business day. If the absence’s accrual type is effective at the start of the day, the system generates an accrual record before absence time is deducted from the eligible balance. If the absence’s accrual type is effective at the end of the business day, the system deducts the absence time from the eligible accrued time before generating the accrual record.

If formulas are used to calculate accruals, timekeeping transactions for period days must be posted before you can generate accruals. For example, timekeeping transactions must be posted before you can calculate accruals based on how much time employees work in a particular pay code.

If the OPS > Accruals > Single Accrual Balance Record property is selected, newly generated employee accrual balances overwrite existing records for the same accrual year and type.

When you generate accruals, the system logs all processes and changes to individual employees’ accrual balances. The system also logs any exceptions in the process. For example, messages are logged when employees do not receive accruals because they have reached their maximum eligible balances or have accrual records with later dates. This information appears in the lower pane of the screen when you generate accruals, and is saved for viewing in the OPS Process Log.