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Administrator Guide
Last Updated: 2025-12-12
Example: Add an Accrual Adjustment to the Plan

Example: Add an Accrual Adjustment to the Plan

This example illustrates how to add an accrual adjustment to the time off plan.
You'll add the accrual adjustment that you configured in the previous example.
Security:
  • Set Up: Calculations - Generic
    domain in the Core Payroll functional area.
  • Set Up: Time Off
    and
    Set Up: Time Off (Calculations - Generic)
    domains in the Time Off and Leave functional area.
  1. Access the
    Edit Time Off Plan
    task.
  2. From the
    Time Off Plan
    prompt, select
    Parental Leave Time Off Plan
    and select the
    Update Existing Effective Date
    option, and then
    01/01/2019
    .
  3. Click
    OK
    .
  4. On the
    Accrual
    tab, click
    Add Row
    .
  5. In the
    Adds to Balance
    column, select
    Create Accrual
    .
  6. Enter or select these values and click
    OK
    and
    Done
    .
    Field
    Value
    Name
    Parental Leave Adjustment Accrual
    Code
    parental_leave_adjustment_accrual
    Calculation
    Parental Leave Adjustment Calculation
    Priority
    1
    Options
    None
  7. In the
    Scheduling
    grid, add 2 rows, and enter or select these calculations:
    • Number of Dependents Under 4 as of Period End Date < Prior Period Value
    • Parental Leave Time Off Plan Balance as of Prior Calendar Month > Upper Limit Value