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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.
- SelectSetup, thenAccruable Benefits.
- Select the appropriate client from the client selection dropdown.
- SelectAdd.
- In the Identification section, enter a unique description for the accruable benefit and a report description (which displays on reports and check stubs).
- If you are working with an after-the-fact payroll client, skip to step 10. If you are working with a live payroll client, continue following the steps below to finish setting up the new item.noteAfter-the-fact payroll tracks hours used, so there is no additional setup required, unless you need to exclude any accruable benefits from workers' compensation calculations (see step 10).
- In theAccrual Informationsection, the available fields change depending on the selection you make in theMethoddropdown. 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 thePer Hourly Incrementto handle state-mandated minimum sick pay regulations in California, Massachusetts, New Jersey, Washington, and states with similar requirements.
- If you selectGraduated, selectTableto open theAllowance Tablescreen, 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.
- In theEligibilitysection, 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.noteSetting 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 theAccruable Benefits tab of theEmployeesscreen.
- In theAccrual LimitsandUsage Limitssections, 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 theAllowance Tabledialog and all the fields in this section will display(See Table)
- In theBalance Resetsection 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 theMethodfield:
- When the balance reset method isAnniversary, the benefit year begins on the employee's anniversary (based on their hire date).
- When the balance reset method isNever, 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 isPer 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 theAllowance Tabledialog and theCarryover Maximumfield will say(See Table).
- In theExclusionssection 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 theWorkers' Compensation Exclusion Detailsdialog.noteSome jurisdictions may be marked by default.
- SelectEnterto 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 theEnter Transactionsscreen
- in theDetailtab of theEnter Batch Payroll Checksscreen
- for clients using remote payroll entry
- on payroll checks
To access the screen, select . Use the up and down arrows to move accruable benefit items up and down the sort order list.
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