Adjustment to an Accrual Rule

For any employee, an adjustment can be made to add, subtract or clear the number of hours in an accrual rule.

 

Example:

Joe accumulated 80 hours of vacation last year but only took 55. You have given him permission to carry over 25 hours into the new year starting January 1. You would therefore enter 25 in the Adjustment box for Joe.

 

Notes: Only 1 adjustment can be made per employee. If a second adjustment is required, then this adjustment should be the total of the previous and new adjustments. Example; Joe had a previous adjustment of 25 hours. His manager has granted him 5 additional hours so the new adjustment must be set to 30. When an adjustment is made, it does not change the rule for other employees.

 

To adjust an accrual rule:

 

1. Go to the Employees view (Projects & Employees > Employees). 

2. Locate the employee and click the Edit button at the end of the row.

3. Scroll down to the end of the form and click the Set Leave/absencesrule button.

4. In the Accrual Information area, click the rule to modify (... available hours left...) to open the Accrual adjustments window.

5. Enter the amount of hours in the Adjustment box. Note: If a maximum number of hours has been established in the Leave/Absence accrual rule's properties, then any hours added using this Adjustment field will contribute towards reaching the maximum number of hours.

6. Click OK to close the Accrual Adjustments window.

7. Click OK to return to the employee's properties window.

8. Click Apply.