Page 62 - Administering the System Participant Guide (SDL)

LESSON 13: CREATING AN ACCRUAL PLAN

Learning Objectives

Review settings for an employee accrual plan based on hours worked
• Manually post accrued leave based on actual hours submitted

Introduction
Unanet offers a robust leave accrual functionality that allows for a user's accrual of
leave time (PTO/vacation/sick) based on the passage of time or years of service.
Calculation of leave accrual requires three elements: creating the Accrual Plan,
associating People with the Accrual Plan, and posting Accruals manually or
automatically.

Accrual Plans in Unanet
While it is typical for leave to accrue by years of service or elapsed time, many
companies employ individuals on an hourly basis rather than salaried. Some of these
hourly employees need to accrue their leave based on actual hours worked. By allowing
companies to support accrual plans by hours worked, the employee's accruals can be
systematically calculated, stored, and reported upon. Utilizing this capability will
alleviate Human Resources’ efforts to manually calculate and track accrued leave for
hourly employees.

Accrual Plans for Hourly Employees
Unanet allows Administrators to create an accrual plan that calculates accrued leave
based on hours worked. These plans can be capped and restricted by Location, Pay
Code, and Project Type. Once plans have been created, accrual reports can validate
the accuracy of the configuration or provide end users with information about their
accrued leave.

Accrual plans for hourly employees must be posted manually to ensure that
the accrued leave is calculated based on the hours worked.

Lesson 13: Creating An Accrual Plan ©2021 Unanet. All rights reserved.
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