Adjustment to an Accrual Rule

For any employee, an adjustment can be made to add, subtract or clear the number of hours in an accrual rule.

 

Example:

Joe accumulated 80 hours of vacation last year but only took 70. You have given him permission to carry over 10 hours into the new year starting January 1. You would therefore enter 10 in the Adjustment box for Joe and the Accrue From Date of January 1.

 

Notes:

  • Only 1 adjustment can be made per employee. If a second adjustment is required, then this adjustment should be the total of the previous and new adjustments. Example; Joe had a previous adjustment of 10 hours. His manager has granted him 5 additional hours so the new adjustment must be set to 15.

  • When an adjustment is made, it does not change the rule for other employees.

 

To adjust an accrual rule:

  1. Click the Project Assignments tab located in the Project Workspace view. The Project Workspace view is located in the Projects section of the side navigation bar.

    Verify that the Employees tab is selected in the employee list pane.


     

  1. Select the Employee.

  2. Click the Properties button in the employee pane toolbar to open the properties window.

  3. In the properties window, click the Additional tab located near the bottom of the window.

  4. In the Accrual Information box, click the rule to modify to open the Accrual Adjustments window.

  5. Enter the amount of hours in the Adjustment box.

  6. Click OK to close the Accrual Adjustments window.

  7. Click Done.