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Table of Contents: Article IndexPrintable Version

Applies to versions: 2.0, 2.1, 2.2, 2.3, 2.4, 2.5



Accrual Group Association



The Accrual Associations feature generates a listing of the current accrual group membership for any list of employees.

 

 

Using the left pane Main Menu » Administration, click on: Benefits » Accruals



Accrual Groups are used to track a set of employees with related accrual rules. Most companies will only need one accrual group. Separate groups are useful when you have multiple classes of employees with different rules; for example, a company may have different benefit rules for full-time and part-time employees.

 

The Payroll Integration with Benefits Tracking module (IPSQBI) is required.

Included features:

  • One accrual group
  • Two tenure levels
  • Vacation and Sick accrual types
  • Automatic weekly accruals

 

With the optional Advanced Benefits Tracking module (IPSBEN), the following features are added:

  • Unlimited accrual groups
  • Unlimited tenure levels
  • Unlimited custom plus Vacation and Sick accrual types
  • Flexible accrual periods
  • Enhanced configuration options including caps and prorating

 

 

 

 

To View Current Group Associations

    Click the Accrual Group Association icon at the top of the page.



  • Select an Employee or Group from the drop down list.
  • Click the Submit Query button to view the report.

 



This report will show the date each employee joined his/her current accrual group, which accrual group he/she currently belongs to, and when (if ever) the employee is scheduled to leave that accrual group.

  • An employee's complete accrual group membership history can be viewed by clicking that Employee's name.
  • Clicking on the name of the Accrual Group will open the Accrual Groups page to display the accrual settings for that group.


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