Absence Management: Accrual Plan Adjustments Guide

Step-by-Step Guide for Accrual Plan Adjustments:

1. Access Employee Accrual Records

   • Expand any Employee Record section by clicking the Arrow button.
   • Open Plan Participation → Accrual Plans.

2. Initiate an Adjustment

   • Click on the drop-down menu next to Enrollments and Adjustments.
   • Select Adjust Balance.

3. Select the Adjustment Reason

   • Click on the drop-down menu next to Reason.
   • Available options:
     • Initial Load – For first-time balance entry.
     • Clerical Error – To correct an erroneous entry.
     • Compensatory – For compensatory leave adjustments.

4. Enter the Adjustment Amount

   • Input the balance adjustment value.
   • The system supports values up to 3 decimal places.

5. Select the Adjustment Date

   • Click on the Calendar button to choose the effective date for the adjustment.

6. Submit the Adjustment

   • Click Submit to complete the update.

7. Verify the Updated Accrual Balance

   • The balance for the selected accrual plan (e.g., Vacation Bi-weekly) updates automatically.
   • Optional: Click on the Plan name to review the updated balance.

8. Review the Adjustment Details (Optional)

   • Click the Details tab to view the adjustment in the transaction table.
   • Click OK to exit.

I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.