Articles in this section
Example Accrual Rule Settings
Example Accrual Rule Settings
Three commonly used accrual rules, configured start to finish.
These examples show three accrual rules that most companies can adapt to their own policy. Each screenshot shows the finished rule in the Edit Accrual Rule window. To create a rule, click + Add Rule on the Accrual Rules tab and enter the same settings.
Example 1: 32.00 Hours of Sick Per Year
This rule gives employees 32.00 hours of Sick time at the start of each fiscal year, starting January 1st. Time cannot be carried over from year to year, and the maximum balance is capped at 32.00.
Rule settings:
- Accrual Type: Fiscal, with a Fiscal Year Start of January 1
- Accrual Update: Yearly
- Prevent Negatives: on
- Hours to Earn / Year: 32.00
- Max Accrual / Year: 32.00
- Max Carryover / Year: 0.00
- Max Balance: 32.00
Example 2: 1 Hour of Sick for Every 40 Hours Worked
This rule gives employees 1 hour of Sick time for every 40 hours worked, counting Regular and Overtime hours. The accrual year starts January 1st, up to 40 hours can be carried over from year to year, and the maximum balance is capped at 40.00.
Rule settings:
- Accrual Type: Fiscal, with a Fiscal Year Start of January 1
- Accrual Update: Hourly
- Prevent Negatives: on
- Worked Pay Codes: Regular and Overtime
- Hours to Earn: 1.00 Per Hours Worked: 40.00
- Max Accrual / Year: 40.00
- Max Taken / Year: 40.00
- Max Carryover / Year: 40.00
- Max Balance: 40.00
Example 3: 40.00, 80.00, or 120.00 Hours of Vacation Based on Seniority
This rule gives employees 40, 80, or 120 hours of Vacation time each fiscal year, based on length of service. Hours cannot be carried over from year to year.
Rule settings:
- Accrual Type: Fiscal, with a Fiscal Year Start of January 1
- Accrual Update: Yearly
- Prevent Negatives: on
- Use Levels (Tenure Based): on, with these levels:
- 12 months of service: 40.00 hours to earn, max accrual, max taken, and max balance
- 24 months of service: 80.00 hours
- 60 months of service: 120.00 hours
- Max Carryover / Year is 0.00 on every level
Note: Each level applies from its Months Service value until the next level starts. In this example, years 3 and 4 use the same amount as year 2. Click + Add Level to add more levels.
Related Articles
- To learn how accrual rules work, see Automate Accrual Earnings with Accrual Rules.
- To turn on accrual tracking, see Enabling PTO Accruals.