Benefit accrual information details

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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The fields in this section are enabled only if the special type for the selected pay item is Accruable Benefit.

  • Method. Choose the benefit accrual method from the following options on the drop-down list: Anniversary, Per Calendar Year, Per Hours Worked, Per Month, or Per Paycheck. See Details on benefit accrual methods in Payroll CS for more information on accrual methods.
  • Allowance. Enter this employee's allowance (in hours) based on the calculation method for the selected benefit.
  • Limit. Enter the maximum amount of benefit (in hours). Accrual will stop once the available amount has reached this limit but will resume once the benefit is used, bringing the available amount once again below this limit.
  • Beg. bal. (beginning balance). If you are setting up this employee at mid-year, enter the amount of benefit (in hours) this employee had available as of January 1 of the current year.
  • Accrued, Used, and Available. The Accrued and Used fields represent hours for the current calendar year only. For initial client setup, enter the number of hours available to this employee as of the beginning of the current period. Do not include any hours that will accrue this period. Following the initial employee setup, the application automatically updates these three fields based on information from paycheck data entry.
  • Include O/T hours and Include D/T hours. These checkboxes are enabled only when Per Hours Worked is used as the accrual method for the selected benefit. Unless these overtime and double-time checkboxes are marked, only the employee's regular work hours are used in calculating the use and accrual of the selected benefit.
  • Reset balances. These options allow you to specify if and when the beginning balance and accrued and used benefit amounts are zeroed out, making zero (0) hours available for an employee. Choose from the following methods:
    • Blank. If the Method field is blank, the existing beginning balance, accrued amount, and used amount are reset to zero at year close, and the hours that were calculated as available carry over as the beginning balance (and amount available) for the following year. Example:
      Before year close After year close
      Beginning balance 10.00 Beginning balance 20.00
      Accrued 30.00 Accrued 0.00
      Used (20.00) Used 0.00
      Available 20.00 Available 20.00
    • <Never>. Balances are never reset. The existing beginning balance, accrued, used, and available amounts remain unchanged after year close. Example:
      Before year close After year close
      Beginning balance 10.00 Beginning balance 10.00
      Accrued 30.00 Accrued 30.00
      Used (20.00) Used (20.00)
      Available 20.00 Available 20.00
    • Calendar Year. Balances are all reset to zero when the payroll period is advanced to the new year (from December to January).
    • Anniversary. Balances are reset to zero when the period is advanced to the month following that in which the employee's anniversary date falls.
    • Specific Date. Balances are all reset to zero when the period is advanced to the month following the date you specify in the Date field using the MMDDYY format. (The Date field is available only if Specific Date is selected in the Method field.)
  • Hard limit on accrued hours. When this checkbox is marked, if at any point in time the beginning balance plus the accrued balance becomes greater than or equal to the limit, the benefit will no longer accrue, regardless of available hours.

See also: Employees or Employee Information > Pay Item Properties > Pay Info tab

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