The scheduling platform allows the ability to create 'Accrual Tracks' for use with different employee types throughout your Organization. This is useful for creating different tracks or 'paths' for an employees accrual life cycle. An example would be creating different Accrual Tracks for Line Staff and 40-hr Personnel. With the separate tracks created, employees can accrue at different rates and milestones throughout their career.
To Create Accrual tracks:
Hover your mouse over the Time Off icon in the left toolbar, and then click setup Accruals:
From here, click the green Manage Accrual Tracks button in the upper right hand corner:
Then, click the Create New Track button:
Give your accrual track a name, select the accrual profiles that are a part of the track, and click the green +Add button. You can order the profiles to set the track path by clicking and dragging the + icons:
Important: Only profiles that have 'Base on years served' can be used in Tracks
As you can see, this track is now following the rules for the 0-5 Years & 5-10 Years profiles:
Now, you can attach this Accrual Track to employees. Simply navigate to the employee profile(s), click the Accruals tab, select the appropriate track and then click the green Save button:
Now, these employees will be on this accrual track - and earn accrued time off appropriately. Note: When using a Time Off Accrual Track, you cannot select individual profiles.
Within the scheduling platform, pulling an Accrual Report is just as simple as pulling other reports. To pull an Accrual Report: Click on the Reports module and select Accrual Reports tab. From there, you'll be able to select the reports you want to ...
Setting Up Employee Accrual Profiles
Note: In order to access the Time Off Accruals section, the module must be enabled in Admin system settings > Modules First, you will need to create Accrual Profile(s) within the system. 1. To Create Accrual Profiles: Log in as an Administrator, and ...
Time Off Accruals
Note: In order to access the Time Off Accruals module, it must be enabled in Admin system settings > Modules. Target Solutions scheduling offers a complete Time Off / Accrual Tracking module. This allows the system to track, deduct, and credit ...
Manually Editing Employee Profile Banks & Performing Bulk Edits
You can manually adjust an employee's Time Off Banks by going to their profile, and clicking the Time-Off Accrual tab: From there, you can adjust any bank and their amounts by clicking either the +/- buttons. Once an adjustment is made, that is added ...
User Permissions Key
The Scheduling platform has a built-in user permissions module that allows you to set user permissions on a per-employee basis. In this article, we have put together a 'Key' for you to refer to when deciding which permissions you'd like to enable for ...