Description. Enter a unique description for the accruable benefit.

Report description. If you enter a report description for this accruable benefit, it will display on reports and check stubs instead of the Description. If this field is left blank, myPay Solutions Direct will use the Description.

Method. From the drop-down list, select the method of accrual for the accruable benefit. The fields available for further specifying accrual information vary depending on your selection here.

• Anniversary - The accrual is based on the employee's date of hire. This requires that you enter a hire date in the Personal tab of the Employees screen for all employees using this accruable benefit. Note that myPay Solutions Direct uses the system date to determine when to accrue the benefit.
• Per Calendar Year - The accrual is based on the date you specify in the Date of accrual field. myPay Solutions Direct uses the system date to determine when to accrue the benefit.
• Per Hour Worked - The accrual is based on hours that have been entered on payroll checks once they are printed. You can choose to include OT hours, DT hours, and used accruable benefit hours in the accrual hours by marking the appropriate checkbox(es).
• Per Hourly Increment - The accrual takes place each time a specific hourly increment is posted over the course of multiple checks for the employee. Specify that increment in the Hourly increment field. You can choose to include OT hours, DT hours, and used accruable benefit hours in the accrual hours by marking the appropriate checkbox(es).

  Note: This method can be used to handle state-mandated minimum sick pay regulations in California, Massachusetts, New Jersey, Washington, and states with similar requirements.

• Per Month - The accrual takes place once a month, based on the day selected in the Day of accrual field. If you enter day 31, myPay Solutions Direct treats that as an end of month option. If the month does not have 31 days, the accrual will happen on the 30th (April, June, September, November) or the 28th/29th (February).
• Per Paycheck - The accrual takes place each time a payroll check is created.
• Per Quarter - The accrual takes place once per quarter, based on the Date of accrual selected for the first quarter. myPay Solutions Direct uses the date selected for the first quarter to fill out the details for each following quarter. myPay Solutions Direct uses the system date to determine when to accrue the benefit.

Hourly allowance. Enter the hourly allowance for this accruable benefit. You can select a fixed amount accrual or you can choose to use a graduated table.

• Fixed - If you choose this option, you can enter that fixed rate in the field next to the option. The amount you enter here will be the default accrual amount when this accruable benefit item is selected on an employee. However, the accrual amount can still be overridden at the employee level.
• Graduated - If you choose this option, the Table button becomes available. Clicking the Table button opens the Accruable Benefit Item Settings dialog, where you can set up a table based on the number of days, weeks, months, or years of service an employee has. Here you can enter the allowance, limits, and maximum carryover amount associated with each level. For more information see Setting up a graduated table for accruable benefit items.

  Note: The graduated table is based on the employee's hire date. If no hire date is entered for the employee, the accruable benefit item will always use the first allowance level.

Determine the start date of employees accruable benefit accrual and availability.

• Delay benefit accrual unit XXX YYY after employee’s hire date. Enter the number of days, weeks, or months after an employee’s hire date that the accruable benefit should start to accrue time.
• Delay accrued hours availability until XXX YYY after employee’s hire date. Enter the number of days, weeks or months after an employee’s hire date that the available balance accrued can be used by the employee.

Available limit. This limit represents the maximum number of hours that an employee can have available to use at a given time. The application calculates the available hours for the item based on the beginning balance, plus or minus adjustments, plus the number of hours accrued, minus the number of hours used. When the employee accrues the amount entered in this field, the accruable benefit will stop accruing until some accrued hours have been used by the employee and entered in a printed or handwritten payroll check. This field is available for all accruable benefit items and displays a 0.0000 limit (no limit) by default.

Annual limit. This limit represents the maximum number of hours that an employee may accrue in a particular benefit year , regardless of the beginning balance, adjustments, or the number of hours used. When the employee accrues the amount entered in this field, the accruable benefit stops accruing until the following benefit year. This field is available for all accruable benefit items and displays a 0.0000 limit (no limit) by default. 

Per check limit. This field is available only if the Per hour worked or Per hourly increment accrual method is being used for this accruable benefit item. The amount entered here is a per paycheck limit on the number of hours that can be accrued for this accruable benefit.

Per month limit. This field is available only if the Per hour worked or Per hourly increment accrual method is being used for this accruable benefit item. This is a per calendar month limit on the number of hours that can be accrued for this accruable benefit.

Annual limit. This limit represents the maximum number of hours that an employee may use in a particular benefit year. The field is available for all accruable benefit items and displays a 0.0000 limit (no limit) by default.

Per check limit. This limit represents the maximum number of hours that an employee may use per paycheck. The field is available for all accruable benefit items and displays a 0.0000 limit (no limit) by default.

Per month limit. This limit represents the maximum number of hours that an employee may use per month. The field is available for all accruable benefit items and displays a 0.0000 limit (no limit) by default.

The methods in this section determine when and if balances for the selected accruable benefit should be reset.

Anniversary. When this option is chosen, each year on the employee's anniversary date, the available amount should become the new beginning balance and the accrued hours and used hours should be reset to zero. The application uses the system date to determine when to reset the balance.

Never. When this option is chosen, the employee amounts for beginning balance, hours accrued, hours used, and hours available will continue to accumulate and never reset.

Per year. (Default) When this option is selected, you can then select a balance reset date. When that balance reset date is reached, the amount available for the specified accruable benefit item should become the new beginning balance and hours accrued and hours used fields should be set to zero. myPay Solutions Direct uses the system date to determine when to reset the balance.

Reset beginning balances to zero. This checkbox is available for all reset methods other than Never. When this checkbox is marked, the beginning balance for the accruable benefit item will be set to zero instead of to the current available amount when balances are reset (with the exception of negative balances, which will remain as they are).

Carryover maximum. Use this field to enter a maximum number of hours to carry over when balances are reset. If an employee's current available hours are fewer than the carryover maximum, that amount will become the beginning balance. If the employee's current available hours are greater than the carryover maximum, the new beginning balance will be the amount entered in this field.

If pay period spans multiple benefit years. You can choose to apply benefit hours used either to the new benefit year or to the prior benefit year if the pay period spans multiple benefit years. For example, if a two-week pay period includes dates in both December 2018 and January 2019, the option you choose here will determine if the benefit hours used amount will be applied to the employees' 2018 or 2019 totals.

In this section, you can specify if an accruable benefit should be excluded from Workers' Compensation calculations for all jurisdictions, no jurisdictions, or selected jurisdictions. If you choose the Selected option, you can click the Ellipsis button to open the Workers' Compensation Exclusion Details dialog, where you can mark the checkboxes for the jurisdictions to select.