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Accruable benefits

Set up accruable benefits

You can use the
Accruable Benefits
 screen to set up benefits information that will be needed for a client's employees.
Follow these steps to add a new accruable benefit for a client.
  1. Select
    Setup
    , then
    Accruable Benefits
    .
  2. Select the appropriate client from the client selection dropdown.
  3. Select
    Add
    .
  4. In the Identification section, enter a unique description for the accruable benefit and a report description (which displays on reports and check stubs).
  5. In the
    Accrual Information
     section, the available fields change depending on the selection you make in the
    Method
     dropdown. Choose the method of accrual and specify if the allowance is to be a fixed amount or based on a graduated table.
    note
    • You can use the
      Per Hourly Increment
       to handle state-mandated minimum sick pay regulations in California, Massachusetts, New Jersey, Washington, and states with similar requirements.
    • If you select
      Graduated
      , select
      Table
        to open the
      Allowance Table
       screen, where you can specify allowances for the accruable benefit based on length of service. The graduated table is based on the employee's hire date. If no hire date is entered for the employee, the accruable benefit item will always use the first allowance level.
  6. In the
    Eligibility
     section, specify when the application should begin to accrue the benefit item for the employee and when the employee can start to use the accrued benefit item.
    note
    Setting up accrual and use delays here for the accruable benefit does not activate the benefit on any employee records automatically. It will apply the appropriate delays to employees for whom the accrual benefit has been activated in the
    Accruable Benefits tab of the
    Employees
     screen.
  7. In the
    Accrual Limits
     and
    Usage Limits
     sections, enter the amount limits (in hours) for the accruable benefit. If the accruable benefit is using a graduated table, the limit amounts will be specified in the
    Allowance Table
     dialog and all the fields in this section will display
    (See Table)
  8. In the
    Balance Reset
     section you can specify if or how often accruable benefit balances are to be reset. You can choose from Per Year, Anniversary, or Never and then you can specify the maximum number of hours that an employee can carry over when the balances are reset.
    note
    • The definition of benefit year depends on the selection made in the
      Method
       field:
      • When the balance reset method is
        Anniversary
        , the benefit year begins on the employee's anniversary (based on their hire date).
      • When the balance reset method is
        Never
        , the benefit year has no beginning and no end. The benefit year represents the employee's entire time of service with the company.
      • When the balance reset method is
        Per Year
        , the benefit year begins on the calendar date specified in the Date fields in this section.
    • If you're using a graduated table, the carryover maximum amount will be specified in the
      Allowance Table
       dialog and the
      Carryover Maximum
       field will say
      (See Table)
      .
  9. In the
    Exclusions
     section you can specify if the accruable benefit should be excluded from Workers' Compensation calculations for all, selected, or no jurisdictions. Select the ellipsis to specify selected jurisdictions for exclusion in the
    Workers' Compensation Exclusion Details
     dialog.
    note
    Some jurisdictions may be marked by default.
  10. Select
    Enter
     to save the accruable benefit information.
tip
You can use the
Accruable Benefits Sort Order
 screen to specify the order in which accruable benefit items should be displayed:
  • in the
    Enter Transactions
     screen
  • in the
    Detail
     tab of the
    Enter Batch Payroll Checks
     screen
  • for clients using remote payroll entry
  • on payroll checks
To access the screen, select
Setup
Accruable Benefits
Sort Order
. Use the up and down arrows to move accruable benefit items up and down the sort order list.

This article applies to:

  • PRODUCT: Accounting CS Client Access
  • Subject: Payroll checks