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.
- SelectSetup, thenActivities.
- SelectAddat the bottom of theActivitiesscreen.
- Enter an ID and description (such as “Vacation”) for the activity that you'll use to enter time for the benefit.
- In theActivity informationsection, selectAdministrativein theClassfield.
- In theAdministrative typefield, selectAccruable Benefit.
- Select theMorebutton next to theAdministrative typefield to open theAccruable Benefitwindow.
- 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.noteThe date settings differ according to the selection made in theAccruesfield.
- 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
- Carryover information: If the benefit can be carried over annually, mark theAllow annual carryovercheckbox and enter the maximum number of hours that can be carried over (has to be greater than 0).
- SelectOKto save your changes to theAccruable Benefitwindow.
- In theActivitiesscreen, selectEnterto save the accruable benefit activity.
You'll need to turn on accruable activities for each staff member they apply to.
- Select , then go to theBenefitstab.
- Select the staff member you want to turn on the accruable benefit activity for and then selectEdit.
- Mark theActivecheckbox for the new accruable activity.
- In theEffective Datefield, enter the date the staff member will begin accruing and using the new accruable benefit.
- SelectEnterto save your changes.
