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Applies to versions: 2.0, 2.1, 2.2, 2.3, 2.4, 2.5, 3.0
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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