At the end of each pay cycle, you will need to run the accrual process to ensure the leave balances for your employees are updated. The accrual process must be run for each leave plan (regardless of Trackable or Accruable).
The accrual process is specifically designed to subtract all approved leave from the current cycle and add all accrued time (if an accruable plan) to the balance. The updated balance will be available to each employee as soon as the accrual process is completed.
1. Navigate to Manager Actions > Run Accruals.
2. Select the “Pay Group,” “PTO Plan,” and “Cycle.” Note: You have to select each item in order. The system will determine the next cycle to run based on the selected pay group and PTO plan.
3. Click the [RUN ACCRUAL NOW] button.
4. Repeat this process for each pay group/plan to ensure all balances are updated for each cycle.
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