Setting up an Accrual Policy

Whether your company offers PTO, Vacation, Sick Pay, or other time off benefits, Citadel has got you covered. You can easily set up these benefits as an Accrual Policy in the Policies section of your account and apply the policy to departments or individuals to ensure accurate time tracking and management.

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. 

Create a new accrual policy:

1. Log into the Citadel web portal.
2. Click on Policies in the side menu.
3. Go to the Accrual section.
4. Click the Add New button. 
5. Enter a Policy Name for the Accrual Policy. This name is displayed when adding policies to users or departments.
6. Enter a Rule Name. 
7. Select an Accrual Pay Code from the dropdown list.
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 populates. Enter the number of days for the length of the waiting period. 
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 populates. 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, such as vacation time, sick time, and personal leave, add a rule for each by clicking + Add a New Differential Rule and entering the necessary information.
16. Once all the Accrual Rules have been added to the Accrual Policy, click Save.