Benefit Accrual work rules determine how and when an employee's benefits are accrued.

Questions to ask before configuration:

How often is the accrual added (for example, each pay period or once a year)?
Do unused benefits expire? If yes, when?
1. By calendar date, such as Jan 1?
2. By individual employee anniversary date?
3. By unused amounts in a bank?
Are there maximum amounts that can be accrued?
Can the accrual go "negative"?
What drives the accrual?
1. Hours Worked?
2. Days Rested/Not-Rested?
3. Hours worked on a holiday?
How many accrual types/banks are there? For example:
1. Sick
2. Vacation
3. PTO
4. Lieu
5. Special Events (marriage, moving, maternity)

Things to know:

For every accrual, there must be one or more corresponding earnings that will "deduct" from the accrual balance
You will almost always use "Exclude from payroll export" for accruals, since they would be exported by a separate interface.
Accruals and their earnings must be of the same Unit Type (hours, days).
Most earnings for accruals can be referenced in the Time Off screens

The Benefit Accrual work rule type includes the following work rules:

Anniversary Year

Description	Accrue benefit earnings each anniversary year.
Parameters	Parameter	Description
	Accrual Earning Type	Earning Type for the accrual.
	Accrual Rate	Rate at which the accrual takes place.
	Accrue on First of Month	If the check box is selected, benefits accrue on the first day of the month.
	Max Running Balance	Amount that the accrual can have between expiration periods. Expiration periods are configured based on the benefit expiration rules.
	Max Total Balance	Total balance that the accrual can have, regardless of any expiration periods.
	Offset Amount	Number of months (or days) after employees' anniversary date after which benefits will accrue. By default, the offset amount is set in months but can be changed to days if the check box in the Offset by Days parameter is selected.
	Offset By Days	If selected, the offset amount entered in the Offset Amount field is in days rather than months.
	Use Seniority Date	If the check box is selected, the employee's Anniversary Date is based on their Seniority Date rather than the Hire Date.

Annual Holiday Entitlement

Description	Automatically assign an annual holiday entitlement for all employees based on contract type and tenure.
Parameters	Parameter	Description
	Accrual Earning Type Days	Day on which the accrual is based.
	Accrual Earning Type Hours	Type of hours on which the accrual is based.
	Entitlement Array	Json array for storing the entitlements Months From, Months To, Entitlement Days, Formatted as '[[#MonthsFrom, #MonthsTo, #Days],[]...[]]. ex. [[1,54,30],[55,74,31], 75,99,32][100,999,33]]
	FT Weekly Days	Number of days that constitute a full-time week.
	FT Weekly Hours	Number of hours that constitute a full-time week.
	Reference Date	Date on which the accrual is applied.

Day of Month

Description	Create a fixed monthly accrual amount that renews each month on a specific day.
Parameters	Parameter	Description
	Accrual Earning Type	Earning Type for the accrual.
	Accrual rate	Rate at which the accrual accumulates.
	Max. Running Balance	Amount that the accrual can have between expiration periods. Expiration periods are configured based on the benefit expiration rules.
	Max. Total Balance	Total balance that the accrual can have, regardless of any expiration periods.
	Reference Date	The accrual is applied on each anniversary of the reference date.

Day of Year

Description	Create a fixed yearly accrual amount that renews each year on a specific day.
Parameters	Parameter	Description
	Accrual Earning Type	Earning Type for the accrual.
	Accrual rate	Rate at which the accrual accumulates.
	Max. Running Balance	Amount that the accrual can have between expiration periods. Expiration periods are configured based on the benefit expiration rules.
	Max. Total Balance	Total balance that the accrual can have, regardless of any expiration periods.
	Reference Date	The accrual is applied on each anniversary of the reference date.

Fixed Period Accrual

Description	Set a fixed rate for the accrual based on a pay period.
Parameters	Parameter	Description
	Accrual Earning Type	Earning Type for the accrual.
	Accrual Rate	Fixed period rate at which the accrual accumulates.
	Max. Running Balance	Amount that the accrual can have between expiration periods. Expiration periods are configured based on the benefit expiration rules.
	Max. Total Balance	Total balance that the accrual can have, regardless of any expiration periods.

Calculated Costs Accrual

Description	Create hours and costs accruals based on the total number of hours that the employee worked during their last anniversary year.
Example	A union rule requires that the rate of pay is recorded at the time of the accrual. You can calculate the rate for past accrual by using the Benefit Accrual Calculated Costs Accrual work rule in conjunction with the Earning Rate Accrual Transfer Rate work rule.
Parameters	Parameter	Description
	Accrual Earning Type	Earning type for the accrual.
	Additional Earning Types	Additional hours-based earning types to include in determining the total number of worked hours.
	Cost Accrual Earning Type	Earning type to which the cost-based accrual is applied.
	Entitlement Array	Array containing the entitlement thresholds for hours of service and the amount of vacation hours to award.
	Factor	Factor to apply to the cost accrual. Earning total dollars will be calculated as Hours X Rate X Factor.
	Hours Distribution Types	Select which types of worked hours will affect the accrual: Double Time Overtime Regular
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	Use Seniority Date	If the check box is selected, the employee's Anniversary Date is based on their Seniority Date rather than the Hire Date.

Hourly Accrual

Description	Accrual is based on hours worked. Note: This rule is deprecated for cases where Home Department Only is not required. Please use the Hours Distribution Accrual Rule instead.
Parameters	Parameter	Description
	Accrual Earning Type	Earning Type for the accrual.
	Accrual Rate	Hourly rate at which the accrual accumulates.
	Home Department Only	If the check box is selected, benefits will only accrue for hours worked in the home department.
	Include Overtime	If the check box is selected, benefits will accrue on overtime hours.
	Max. Running Balance	Amount that the accrual can have between expiration periods. Expiration periods are configured based on the benefit expiration rules.
	Max. Total Balance	Total balance that the accrual can have, regardless of any expiration periods.

Hours Distribution Accrual

Description	Accrual accumulates based on hours worked.
Parameters	Parameter	Description
	Accrual Earning Type	Earning Type for the accrual.
	Accrual Factor	Hourly factor by which the accrual is multiplied.
	Hour Distribution Types	Select which types of worked hours will affect the accrual: Double Time Overtime Regular
	Max Running Accrued	Number of hours that the accrual can earn between expiration periods. Expiration periods are configured based on the benefit expiration rules. When the expiration period occurs, the accrual counter resets.
	Max. Running Balance	Amount that the accrual can have between expiration periods. Expiration periods are configured based on the benefit expiration rules.
	Max. Total Balance	Total balance that the accrual can have, regardless of any expiration periods.

Holiday Accrual

Description	Determine how holidays are accrued.
Parameters	Parameter	Description
	Accrual Earning Type	Earning Type for the accrual.
	Days of Week	Opens the Days of the Week dialog box to select the days on which holidays are accrued.
	Hours per holiday	The number of hours earned per holiday.
	Max. Running Balance	Amount that the accrual can have between expiration periods. Expiration periods are configured based on the benefit expiration rules.
	Max Total Balance	Total balance that the accrual can have, regardless of any expiration periods.

Rest Day Accrual

Description	Determine how rest days are accrued, based on days worked per week.
Parameters	Parameter	Description
	Accrual Earning Type	Earning Type for the accrual.
	Hours per rest day	Number of hours that can be earned per rest day.
	Max Running Balance	Amount that the accrual can have between expiration periods. Expiration periods are configured based on the benefit expiration rules.
	Max Total Balance	Total balance that the accrual can have, regardless of any expiration periods.
	Required Rest Days	Number of rest days that are required per week.

Holiday Time of Day Accrual

Description	Designate that all hours worked on a public holiday, between a set time frame, are to be compensated in additional earnings as well as pay time.
Parameters	Parameter	Description
	Accrual Earning Type	Earning Type for the accrual.
	Adjustment Threshold from start	How long, after the shift start time, the employee must work before adjustment hours are included in the Earning.
	End Time	Time of day the earning stops accruing.
	Holiday Types	Holiday Types on which this earning gets paid.
	Max Running Balance	Amount that the accrual can have between expiration periods. Expiration periods are configured based on the benefit expiration rules.
	Max Total Balance	Total balance that the accrual can have, regardless of any expiration periods.
	Start Time	Time of day the Earning starts accruing.
	Use Actual Punch Time	If the checkbox is selected, the system will use the employee's actual punch time, rather than rounding.

Holiday Worked Accrual

Description	Configure an accrual rule with specified holiday types and an amount, so if an employee works on the holiday the hours are automatically accrued.
Parameters	Parameter	Description
	Accrual Earning Type	Earning Type for the accrual.
	Holiday Types	Holiday Types on which this earning gets paid.
	Hours per holiday	The number of hours earned per holiday worked.
	Max Running Balance	Amount that the accrual can have between expiration periods. Expiration periods are configured based on the benefit expiration rules.
	Max Total Balance	Total balance that the accrual can have, regardless of any expiration periods.

Gross Wages Accrual

Description	Employees receive a percent of the gross wages they earned during the accrual period as a cost accrual, so they are paid correctly for their vacations.
Parameters	Parameter	Description
	Accrual Earning Type	Earning Type for the accrual.
	Accrual Rate	Rate at which the accrual takes place.
	Max Running Balance	Amount that the accrual can have between expiration periods. Expiration periods are configured based on the benefit expiration rules.
	Max Total Balance	Total balance that the accrual can have, regardless of any expiration periods.
	Other Earnings	Allows for other earnings to be added to this accrual.

Birthday Accrual

Description	Benefits accrue on the employee's birthday if they are active. For example, if an employee's birthday is March 5th, the Birthday Accrual rule can be applied so that the employee receives the accrual on March 5th of each year.
Parameters	Parameter	Description
	Accrual Earning Type	Earning Type for the accrual.
	Hours	Hour amount.
	Max Running Balance	Amount that the accrual can have between expiration periods. Expiration periods are configured based on the benefit expiration rules.
	Max Total Balance	Total balance that the accrual can have, regardless of any expiration periods.