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Set up employees and payroll items

Set up accruable benefits

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
     drop-down list. Choose the method of accrual and specify if the allowance is to be a fixed amount or based on a graduated table.
    note
    If you select
    Graduated
    , select the
    Table
     button to open the
    Allowance Table
     dialog, where you can specify allowances for the accruable benefit based on length of service .
  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
    If you are 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.

This article applies to:

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

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