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The Accruals User Guide will review the features in the Accruals module.







eTime XpressAccruals User Guide
(For versions 7.007.000 and above)






Table of Contents
1. Overview
2. Branch Accruals
2.1. Accrual Types
2.2. Branch Rates
2.3. Branch Deductions
3. Employee Accruals
3.1. Employee Rates
3.2. Employee Deductions
3.3. Branch Rates
3.4. Branch Deductions
3.5. Applying Accruals
Appendix I - Accrual Rates
I.1. Rate Setup
I.2. Shift Filters
I.3. Hours Filters
I.4. Conditional Rules
Appendix II – Accrual Deductions
II.1. Deduction Setup
II.2. Conditional Rules
Appendix III – Conditional Rule Setup
III.1. Total Hours Over Date Range

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When an accrual is created at the Branch level, the accrual by default will be applied to all employees being scheduled at the branch. If a Branch Rate or Branch Deduction does not apply to an employee, you can disable the calculation for that employee (see Employee Accruals).
From the Main Menu of eTime Xpress, click Configuration > Company/Branch > Branch Tab > Branch Settings > Branch Accruals (requires a user with Administrator rights). The Branch Accruals screen should appear as shown in the figure below.
Branch Accruals with Annotations

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2.1. Accrual Types

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Employee Accruals displays the Accrual Type balances for each employee. It also allows you to customize accrual calculations for individual employees by defining employee specific formulas or disabling any Branch Rates or Deductions that do not apply.
If your accrual calculations are applied equally to all employees, only Branch Accruals are required to be configured (i.e. Employee Rates and Employee Deductions are not required).
From the Main Menu of eTime Xpress, click Employees > Employee Accruals. The Employee Accruals screen should appear as shown in the figure below.
Employee Accruals with Annotations

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3.1. Employee Rates

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Important: If you have created accrual types that are dependant on the hours calculated over a period (i.e. calculations with a Period sum rule), please ensure that you specify the correct date range when running the Roll Forward.

1. Specify the accrual type which you want to calculate (enter '*' for All).
2. Specify the applicable employee filters including Employee, Pay Cycle, Department, Position and Employee Type (enter '*' for All).
3. Click the Apply button to start the Roll Forward process. You may review the history of Roll Forward transactions by clicking the Log tab.

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This appendix discusses how to create an Accrual Rate in eTime Xpress. Accrual Rates are calculations based on shift hours and can be configured to apply to all shifts or a subset of shifts of an employee. Common applications includes include calculating vacation time, holiday entitlement and sick time based on the shift hours of an employee.
The process of configuring an Accrual Rate is same whether you are creating a Branch Accrual Rate or an Employee Accrual Rate.

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I.1. Rate Setup

The Setup tab manages the description and rate information for the accrual rate. The contents of the Setup tab are shown in the figure below.
Accrual Rate Setup Tab

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I.2. Shift Filters

The Shift Filters tab defines the subset of shifts to which the accrual rate should be applied. The contents of the Shift Filters tab are shown in the figure below.

Accrual Rate Shift Filters Tab

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I.3. Hours Filters

The Hour Filters tab defines the hour thresholds of the shifts to which the accrual rate should be applied. The contents of the Hour Filters tab are shown in the figure below.
Accrual Rate Hour Filters Tab

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I.4. Conditional Rules

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This appendix discusses how to create an Accrual Deduction in eTime Xpress. Accrual Deductions are calculations based on time off debit amounts and can be configured to apply to all time off records or a subset of time off records of an employee. Common applications includes include calculating vacation and sick time used by an employee.
The process of configuring an Accrual Deduction is same whether you are creating a Branch Accrual Deduction or an Employee Accrual Deduction.

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II.1. Deduction Setup

The Setup tab defines the subset of time off records to which the accrual deduction should be applied. The contents of the Setup tab are shown in the figure below.

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II.2. Conditional Rules

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This appendix discusses how to setup conditional rules found in the accruals module of eTime Xpress.

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III.1. Total Hours Over Date Range

The Conditional Rule 'Total Hours Over Date Range' validates the accrual calculation against the total hours calculated on a day or over a date range. This rule is applicable when calculating entitlements on the basis of previously worked shift hours. For example, some labor jurisdictions base an employee's holiday entitlement according to the hours worked over the 15 days prior to the holiday (i.e. statutory or holiday not worked entitlement).
Conditional Rule Setup