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Administrator Guide
Last Updated: 2023-06-23
Create Front-Loaded Accruals

Create Front-Loaded Accruals

Security:
Set Up: Time Off (Calculations - Absence Specific)
 domain in Time Off and Leave functional area.
Create front-loaded accruals to use in worker-based time off plans that track balances. Workers receive front-loaded accruals all at once at the beginning of a year rather than in increments over time.
Schedule front-loaded accruals to occur in the beginning of a year, by either:
  • Adding the front-loaded accrual to a time off plan that accrues at the start of the first period of the year.
  • Configuring scheduling criteria on the accrual itself.
  1. Access the
    Create Accrual
     task.
  2. Name the accrual and enter an identifying code for web services.
  3. From the
    Calculation
     prompt, select the calculation that returns the number of hours or days workers receive at the beginning of the balance period.
    You can select a constant value, such as 12 hours or 0.5 days, or any other type of calculation.
    If you're using the accrual in a day-based plan, specify a daily unit of time, such as 0.5 (days), not 4 (hours). If you're using the accrual in an hourly plan, enter an hourly unit of time, such as 4 (hours), not 0.5 (days). Workday doesn't automatically convert hours to days or days to hours.
    You can't apply front-loaded accruals to workers hired mid-balance period.
  4. In the
    Priority
     field, assign a priority for processing the accrual when other accruals occur on the same date and contribute to the same time off plan.
    Example:
    Vacation
     has a priority of 1 and
    Sick Time
     has a priority of 10. Both accruals occur on the period end date. Workday adds the
    Vacation
     accrual to the balance first.
  5. Select the
    Adjustments/Overrides Allowed
     check box.
  6. Select the
    Front-Loaded
     option.
  7. (Optional) Select a
    Rounding
     definition to apply to the accrual calculation.
    Workday applies rounding as part of the
    Automated Accrual Adjustment
     service step on the
    Change Job
     business process. Example:
    Round to nearest 0.1
    .
  8. If you’re using Workday Time Tracking, select
    Time Calculation Tags
     for the accrual calculation to reference. If you select:
    • More than 1 tag in a row, all time blocks must have all tags included in this calculation.
    • Tags in separate rows, all time blocks must have tags in at least 1 row in this calculation.
    Time calculation tags assist in calculating accruals for compensatory time off.
  9. In the
    Scheduling
     grid, select
    Scheduling: Front-Loaded
    .
    Alternatively, you can select
    Scheduling: Annual - 1st Period of Year (based on Period End Date) or Mid-Period Hire or Termination
    , which takes into account midperiod hires and terminations.
    You might not need to add scheduling criteria if you add the front-loaded accrual to a time off plan with an annual period schedule.
  10. In the
    Accrual Frequency Method
     field on the
    Time Off Plan Overrides
     tab, select
    Start of Period
    .
    You can avoid setting up a time off plan override for the accrual frequency method. Add the accrual to a time off plan with an accrual frequency method of
    Start of Period
    .
  11. Complete the
    Worker Eligibility Override
     section if the eligibility criteria for this accrual differ from the worker eligibility criteria defined for the time off plan.
    You can't use front-loaded accruals with time-defined lower limits, calculations, or eligibility criteria. Example: Eligibility for a new accrual rate based on length of service.
  12. Use the
    Limit Override
     fields to define an upper accrual limit if different from the upper limit defined for the plan.
    Workday automatically reduces the accrual for any calculation period by the balance amount that exceeds the limit and displays the forfeited accrual on Workday pages and reports.
    In addition to accrual limits, these parameters can impact worker accruals:
    • The accrual processing order (defined by the accrual priority).
    • The timing of accrual processing (defined by the time off plan).
    As you complete this task, consider:
    Option Description
    Value
    Select the calculation rule that returns the maximum number of days or hours workers can accumulate in the time off plan balance.
    Based On
    Select the time off plan that includes the accrual. Workday displays the plan balance period.
    Exception: If defining an accrual for an accrue-as-you-go plan, select the accrual itself.
Add the accrual to a time off plan that has a year-based balance period.