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Setup

Setting up an accruable benefit activity code

To track accruable benefits such as vacation and sick time in Practice CS, you'll set up accruable activities. For each accruable benefit activity code, you'll need to 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. Select
    Setup
    , then
    Activities
    .
  2. Select
    Add
     at the bottom of the
    Activities
     screen.
  3. Enter an ID and description (such as “Vacation”) for the activity that you'll 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
     window.
  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 dropdown 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 (has to be greater than 0).
  10. Select
    OK
     to save your changes to the
    Accruable Benefit
     window.
  11. In the
    Activities
     screen, select
    Enter
     to save the accruable benefit activity.
You'll need to turn on accruable activities for each staff member they apply to.
  1. Select
    Staff
    Setup
    , then go to the
    Benefits
     tab.
  2. Select the staff member you want to turn on the accruable benefit activity for and then select
    Edit
    .
  3. Mark the
    Active
     checkbox for the new accruable activity.
  4. In the
    Effective Date
     field, enter the date the staff member will begin accruing and using the new accruable benefit.
  5. Select
    Enter
     to save your changes.

This article applies to:

  • Product: Practice CS
  • Subject: Setup