Page 36 - Unanet AE: Administering the System

Part 2: Assign an Accrual Schedule to a Benefit Accrual
1. Select the New button on the toolbar. The Benefit Accrual Setup window
opens.
2. Type Vacation – Full Time in the Name field.
3. Select Lookup in the Project field. The Find: Projects window opens.
4. Double-click the 90003 Vacation Project.
5. Select the Calendar radio button.
6. Select Calendar from the Type drop-down list.
7. Select VAC-Staff from the Accrual Schedule drop-down list.
8. Select the Save button.

Part 3: Enroll Employees
1. Select the Import Employees icon above the Members grid. The Import
Employees? warning message displays.
2. Select the Yes button. All active employees are added to the benefit.

Part 4: Override Employee Benefits
1. Double-click Casco, Lewis J. The Employee Benefit Override window opens.
2. Select the Override Project Settings check box.
3. Select the Calendar (typical) radio button.
4. Select Calendar from the Type drop-down list.
5. Select VAC-Management from the Accrual Schedule (optional) drop-down list.
6. Select the Save button.
7. Select the Refresh icon. The employee’s name displays blue indicating the
employee has an override schedule at the employee level.

Part 5: Run Benefit Accruals
1. Select the Run Accruals button. The Run Benefit Accrual window opens.
2. Type 1/1/2021 in the As Of Date field.
3. Select the Vacation – Full Time check box.
4. Select the Sick check box.
5. Select the Run button. The Are You Sure? message displays.
6. Select the Yes button. The Balance column displays the vacation time that was
accrued for each employee for that accrual period. Note: To see Sick Accruals,
use the lookup for the Sick Benefit.
7. Select the Run Accruals button. The Run Benefit Accrual window opens.
8. Type 2/1/2021 in the As Of Date field.
9. Select the Vacation – Full Time check box.
10. Select the Run button. The Are You Sure? message displays.
11. Select the Yes button. The Balance column displays the vacation time that was
accrued for each employee.
12. Close the Benefit Accrual applet.

Lesson 3: Managing Benefits ©2022 Unanet. All rights reserved. 36