Accruals Setup Canada - Admin Tools

• Configuring Canada as Locality/Country
• Accrual Setup (Admin Tools)

CHAPTERS

Accrual Plan sub tab
Accrual Plan Accrue sub tab
Accrual Plan Deplete sub tab
Add Vacation to Transactions and Branches

Accrual Plan sub tab

Accrual for later Payout

As an employee, I accrue vacation time at a rate of 4% per pay period. I want to bank those accrued hours to be used at a later time. If I work 80 hours in a pay period at a rate of $15/hr and an accrual rate of 4%, I will earn $48.00 (80hrs x .04 x $15) that will be paid at an agreed upon time. 

• Rate Type: Per Hour
  Setting the Processing Method to pay_ProcessPayrollCheckAccrual_CA respects any value placed in the Rate Type field.
  • For accruals to function properly, the Rate Type must be set to "Per Hour."
• Rate: 0.04
• Unlimited Carryover: Marked
• Carryover Limit: N/A
• Pay Period Limit: 0.00
• Yearly Limit: 0.00
• Yearly Date Type: Calendar Date
• Initial Balance: 0.00
• Max Accrual Balance: 0.00
• Pay Type: Accrue For Later Payout
  
  

Note: Best Practice is to add the normal transactions for accrual and vacation for depletion.

Include in Weekly Pay

As an employee, I would like to receive my 4% vacation pay out on each paycheck. When I take vacation, I will not receive a check since I collect the money each week when I work. If I work 80 hours in a pay period at a rate of $15/hr and an accrual rate of 4%, I will earn $48.00 (80hrs x .04 x $15) that will be included in my paycheck for that pay period.

• Rate Type: Per Hour
  Setting the Processing Method to pay_ProcessPayrollCheckAccrual_CA respects any value placed in the Rate Type field.
  • For accruals to function properly, the Rate Type must be set to "Per Hour."
• Rate: 0.04
• Carryover Limit: 0.00
• Pay Period Limit: 0.00
• Yearly Limit: 0.00
• Yearly Date Type: Calendar Date
• Initial Balance: 0.00
• Max Accrual Balance: 0.00
• Pay Type: Include In Weekly Pay
  
  

Note: Best Practice is to add the normal transactions for accrual and vacation for depletion.

 

Accrual Plan Accrue sub tab

The fields in this sub-tab are used to select Paycode Transaction Types that define how hours are accumulated in a plan. Accrual Paycode Transaction Types include Reg, OT, DT, and Salary. 

1. Click on the Admin Tools button
   
   
   
2. Click on Employer Category
3. Double click on the Employer
   
   
   
4. Click on the Accrual Plan Tab
   
   
   
5. Click on the Accrual Plan Accrue sub tab
6. Select an Accrual Plan
7. Select a Transaction Type from the drop down menu
   
   
   

8. Additional Transaction Types can be added by mousing over the bottom-most Transaction Type column cell and selecting a new Transaction Type. 

9. Click Save.

Accrual Plan Deplete sub tab

The fields in this sub-tab are used to select Paycode Transaction Types that define how hours are accumulated in a plan. Accrual Paycode Transaction Types include Reg, OT, DT, and Salary. 

1. Click on the Admin Tools button
   
   
   
2. Click on Employer Category
3. Double click on the Employer
   
   
   
4. Click on the Accrual Plan Tab
   
   
   
5. Click on the Accrual Plan Accrue sub tab
6. Select an Accrual Plan
7. Select a Transaction Type from the drop down menu
   
   
   

8. Additional Transaction Types can be added by mousing over the bottom-most Transaction Type column cell and selecting a new Transaction Type. 

9. Click Save.

Add Vacation to Transactions and Branches

In order to have transactions automatically pull Canadian vacation pay, setup is needed in Admin Tools' branch settings.

The specific branch property is Canadian_VacationPay_PayCodeSystemName, which will have the system names of transactions that should be generating vacation pay as comma separated values (no spaces between), Reg, OT, DT, Salary - whichever values your company has available to employees.

1. Click on the Admin Tools button
   
   
   
2. Click on Employer Category
3. Double click on the Employer
   
   
   
4. Click on the Branch Tab.
5. Click on the Add/Edit button
   
   
   
6. Click on a Branch
7. Go to the Branch Properties section
   
   
   
8. Add a new property in the Property Field
9. Type the property name: Canadian_VacationPay_PayCodeSystemName.
10. Type in the values of your Transactions
    1. Example: Reg,OT,DT
11. Click on the Save button
    
    
    
12. Click on the Save button