Linking the Accrual Plan Elements
When you save your entries in the Accrual Bands window, the system creates three elements:
- An element representing the plan that has the plan name, for example, Hrly Vacation PTO Plan. Use this element to enroll employees in the plan.
- An element to hold for each plan participant, any accrued, unused hours or days that can be carried over to the next year.
- An element to hold each participant's residual time, that is, any accrued, unused hours or days that cannot be carried over.
The Carried Over and Residual elements each have an input value Hours or Days (depending on the plan's units), which automatically receive entries when you run the PTO Carryover process at year end.
For the three elements generated for each PTO accrual plan, you must build links that are the same as those of the plan's absence element, whose name appears in the Absence Information region of the Accrual Plan window.
To link the accrual plan elements:
1. Set your effective date to the date the accrual plan goes into effect.
2. In the Element Link window, select one of the following:
- the element representing the plan (for example, Hrly Vacation PTO Plan)
- the plan's Carried Over element (for example, Carried Over Hrly Vacation PTO Plan)
- the plan's Residual element (for example, Residual Hrly Vacation PTO Plan)
3. Select the same eligibility criteria for the element as those selected for the plan's absence element. If you save a link without selecting any criteria, the element is available to all employees.
You are now ready to enroll employees in the plan, and record absences for plan participants when they use time they have accrued.
See Also
Enrolling Employees in PTO Accrual Plans
Recording Accrued Time Taken
Running the PTO Carry Over Process
