How to Update Accrual Balances

How to Update Accrual Balances

Purpose

This article will show you how to manually update an accrual balance for an employee.

Updating Accrual Balances

1. Navigate from your menu to the Team Tab > My Team > Employee Information and access the employee's profile using the Employee Information icon next to their record.


2. Within the employee's profile, select the Time Keeping & Scheduling tab at the top of the screen.

 

3. Locate the Accruals section on this tab, and select the ellipses icon in the top right corner of the widget.

  1. Once you have selected the ellipses icon, select Edit Balances. 


5. Fill in the following information:
  1. Enter the accrual balances As Of Date field. If you are unsure of what date to use, please reach out to your payroll specialist for assistance.
  2. Enter the accrual balance in the Hours Remaining field.
  3. Enter the required comment in the Comment field.

 
5. Once you are finished entering the accrual information, select the Save button to save these changes to the employee's profile.