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Accruable benefits

Set up accruable benefits

Use the Accruable Benefits screen to set up benefits information that will be needed for a client's employees.
Follow these steps to add a new accruable benefit for a client.
  1. Select
    Setup
    , then
    Accruable Benefits
    .
  2. Select the appropriate client from the client selection dropdown.
  3. Select
    Add
    .
  4. In the Identification section, enter a unique description for the accruable benefit and a report description (which displays on reports and check stubs).
  5. If you are working with an after-the-fact payroll client, skip to step 10. If you are working with a live payroll client, continue following the steps below to finish setting up the new item.
  6. In the
    Accrual Information
     section, the available fields change depending on the selection you make in the
    Method
     dropdown. Choose the method of accrual and specify if the allowance is to be a fixed amount or based on a graduated table.
  7. In the
    Eligibility
     section, specify when the application should begin to accrue the benefit item for the employee and when the employee can start to use the accrued benefit item.
  8. In the
    Accrual Limits
     and
    Usage Limits
     sections, enter the amount limits (in hours) for the accruable benefit. If the accruable benefit is using a graduated table, the limit amounts will be specified in the
    Allowance Table
     dialog and all the fields in this section will display
    (See Table)
  9. In the
    Balance Reset
     section you can specify if or how often accruable benefit balances are to be reset. You can choose from Per Year, Anniversary, or Never and then you can specify the maximum number of hours that an employee can carry over when the balances are reset.
  10. In the
    Exclusions
     section you can specify if the accruable benefit should be excluded from Workers' Compensation calculations for all, selected, or no jurisdictions. Select the ellipsis to specify selected jurisdictions for exclusion in the
    Workers' Compensation Exclusion Details
     dialog.
  11. Select
    Enter
     to save the accruable benefit information.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll checks
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