Applies to versions: 3.1, 3.2

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 » Accrual Groups

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 Display Associations 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.