Adding and Removing an Accrual Rule

For greater flexibility, you can set up accrual policies with multiple types of accruals such as time off, sick, vacation, personal days, and more. Simply add accrual rules to the policy in the Policies section of your account.

To complete the steps in this article, you must be an administrator or have the necessary view and/or edit permissions enabled. If you believe you should be able to complete the steps and are not able to, reach out to your account administrator to discuss updating the settings for your Role.

All changes made to a policy will apply to all users assigned to that policy. 

Add a rule to an accrual policy:

1. Log into the Citadel web portal. 
2. Click on Policies in the side menu. 
3. Go to the Accruals section.
4. Select the Accrual Policy you want to edit.
5. Click + Add New Accrual Rule. 
6. Add an Accrual Rule Name. 
7. Select an Accrual Pay Code from the dropdown list. You cannot assign a pay code that is already assigned in the Accrual Policy. 
8. Select the Start Date for the accrual:
   • Hire Date
   • Hire Date + Waiting Period
9. Enter the level of rounding adding to the accrued hours with the Rounding Format:
   • Tenths (0.1)
   • Hundredths (0.01)
   • Thousandths (0.001)
   • Ten Thousandths (0.0001)
10. If you selected Hire Date+Waiting Period, the Waiting Period field will populate. Enter your waiting period in days. 
11. Enter the Accrual Rate along with the Accrual Rate Frequency and the Per Hour(s) Worked.
    • i.e. if an employee earns 0.32 hours of vacation time per 8 hours worked you would enter 0.32 as the Accrual Rate, Hours as the Accrual Rate Frequency, and 8 as the Per Hour(s) Worked.
12. If you Enable the Accrual Cap, the Hour Cap field will populate. Enter the Hour Cap for the accrual. 
13. Decide if the hours accrued should be Reset or Rollover and set the Reset/Rollover Date.
14. Select the Included Pay Codes from the dropdown list. These are the pay codes that are tracked for the accrual. 
15. If you have multiple accrual types for one employee or group of employees, add another rule by clicking + Add a New Differential Rule.  
16. Once all the Accrual Rules have been added to the Accrual Policy, click Save. If you don't click Save, the policy will not be updated.

Remove an Accrual Rule

1. Log into the Citadel web portal. 
2. Click on Policies in the side menu. 
3. Go to the Accruals section.
4. Click on the Accrual Policy you want to edit.
5. Click x Remove at the bottom of the rule you want to delete. 
6. Scroll to the bottom of the screen and click Save to update your changes. If you don't click Save, the policy will not be updated.