About Accrual Balances

Accrual balances indicate the accrued vacation time, sick time, and other absence times for an employee.

Accrual information may come from any of the following:

Using Trapeze OPS to administer accrual balances you can do the following:

Prevent employees from using more than their accumulated absence time.
Remove time from the accrual balance based on ancillary data (for example, sick days from the sick day accrual balance).

Table 1. Screens and Functions Related to Accrual Balance Changes
Screen/Function	Actions
OPS Accrual Generation (add-on module)	Top up accrual balances.
Accrual Balance (ancillary data screen)	Edit accrual balances.
Bid Absence Matrix (ancillary data screen)	Define daily and weekly limits for absences in bids based on accrual type.
Bidding screen	Update employees’ bid accrual balances Edit accrual balances
Employee Import	Record banked or sold time-off Reimport accrual balances and reload employees in a bid Review the changes and resulting balances

During a day, different events can change employees' accrual balances. Changes are applied in the following order:

Table 2. Order of Applying Accrual Balance Changes
Order	Condition	Action to Accrual Balance
1	If the accrual type is set to accrue time at the start of the business day.	Adds the eligible time.
2	If the employee uses the accrued time. For example, vacation time.	Subtracts the used time.
3	If the employee sells back some accrued time. For example, the employee receives pay as an alternative to the accrued time.	Subtracts the sold time.
4	If the employee banks some accrued time. For example, the employee receives time as an alternative to pay for overtime of holiday work.	Adds the banked time.
5	If the accrual type is set to accrue time at the end of the business day.	Adds the eligible time.