Setup (General)

Setting up an accruable benefit activity code

To track accruable benefits such as vacation and sick time in DT Practice, you must set up accruable activites. For each accruable benefit activity code, you must enter accrual, allowance, and carryover information.
Benefit balances will accrue automatically based on the information entered during setup, and balances will be reduced when time is recorded for benefits.
  1. Choose Setup > Activities.
  2. Select the
    Add
     button at the bottom of the
    Activities
     screen.
  3. Enter an ID and description (such as Vacation) for the activity that you will use to enter time for the benefit.
  4. In the Activity information section, select
    Administrative
     in the
    Class
     field.
  5. In the
    Administrative type
     field, select
    Accruable Benefit
    .
  6. Select the More button next to the
    Administrative type
     field to open the
    Accruable Benefit
     dialog.
  7. Accrual information: If the benefit accrues with time, indicate the frequency (Weekly, Monthly, or Annually), and use the available options to specify the date on which the benefit accrues.
    note
    The date settings differ according to the selection made in the
    Accrues
     field.
  8. Allowance information: Select one of the options to indicate the number of benefit hours accrued per accrual period.
    • Fixed Hours: Enter the number of hours, or select a number from the drop-down calculator.
    • Based on months of employment
    • Based on Staff Level
  9. Carryover information: If the benefit can be carried over annually, mark the
    Allow annual carryover
     checkbox and enter the maximum number of hours that can be carried over. The number of hours must be greater than 0.
  10. Select
    OK
     to save your changes to the
    Accruable Benefit
     dialog.
  11. In the
    Activities
     screen, select
    Enter
     to save the accruable benefit activity.
You must activate accruable activities for each staff member to which they apply.
  1. Choose Staff > Setup > Benefits tab.
  2. Select the staff member for whom you want to activate the accruable benefit activity and select
    Edit
    .
  3. Mark the
    Active
     checkbox for the new accruable activity.
  4. In the
    Effective Date
     field, enter the date on which the staff member will start accruing and using the new accruable benefit.
  5. Select
    Enter
     to save your changes.

This article applies to:

  • Product: DT Practice