Create an individual time off benefits entry

Personnel Folders 1.6.1

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This tutorial entry will guide you through creating actual data in Personnel Folders. Some instructions will reference data inputted in previous tutorial sections. This is because the instructions are set up to go through all sections from beginning to end. However, looking at the instructions in a single section only should still be sufficient to learn how to accomplish the task.

Example 1:

1)	Select the Employees main window tab.

2)	Select the Employees section from the left menu bar.

3)	Right-click on the employee Julie Berry and select Edit from the popup menu.

4)	Click on the Time Off Benefits tab.

5)	Click the Add button to bring up an Add Time Off Benefits form and fill it out with the following information:

·	Employee: Julie Berry

·	Accrual Type: Fixed Accrual (This is a one-time accrual to represent past accumulated time off benefits)

·	Vacation Time: 75

·	Sick Time: 100

·	Start Date: January 1, (Current Year)

·	End Date: January 1, (Current Year)

6)	Click the Add Time Off Benefits button at the top of the form.

Example 2:

7)	Click the Add button to bring up an Add Time Off Benefits form and fill it out with the following information:

·	Employee: Julie Berry

·	Accrual Type: Annual Accrual (This represents the time off benefits that will be accrued throughout the current year)

·	Vacation Time: 80

·	Sick Time: 80

·	Start Date: January 1, (Current Year)

·	End Date: December 31, (Current Year)

8)	Click the Add Time Off Benefits button at the top of the form.

Example 3:

9)	Click the Add button to bring up an Add Time Off Benefits form and fill it out with the following information:

·	Employee: Anna Walker

·	Accrual Type: Benefit Policy (This allows you to select an pre-defined time off benefit policy)

·	Policy Name: Policy1

·	Start Date: January 1, 1999

·	End Date: No end date

10)	Click the Add Time Off Benefits button at the top of the form.

11)	The time off benefit entry will now be listed in the time off benefit table.

12)	Close the Edit Employee window using any method you choose.

Note: Similar access to creating time off benefit entries is available in the Time Off Benefit Summary section of the Employees main window tab.

Note: For businesses that do not differentiate between vacation time, sick time, and personal time off, select Company Settings from the Edit menu and check the box that says "Merge Vacation/Sick time accrued/sued into Personal Time Off". This still allows you to define vacation schedules and sick days but the hours used will be counted down from the combined available vacation, sick, and personal time off.

Note: In situations where only a maximum number of benefit hours can be carried over from one year to the next, you can create a fixed accrual time off benefit with negative hours to subtract the necessary number of hours or use a time off benefit policy with the maximum carryover rule enabled.

Note: Even if an employee already has been assigned to a policy, additional time off benefit entries can be created for the employee with additional policies assigned or additional positive or negative adjustments. Any additional adjustments using a time off benefit entry will still be subject to maximum total and carryover rules set within an applicable policy.