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Question: How does Leave Accrual Process works in PeopleSoft? What are the different setups needed?

Answer: I will be covering the answer in different parts; his will be Part!" which will cover the basics of 

Leave Accrual Process in PeopleSoft#

PeopleSoft provides $ase $enefit tables where we can provide the accrual rules for Sick and %acation Plans#

he &ain purpose of leave accrual process in PeopleSoft is to accrue leaves based on the plan setup and

&aintain e&plo'ee leave balances#

(ver' benefit plan in PeopleSoft is distinguished b' a uni)ue co&bination of plan t'pe and plan na&e# *se

the Plan 'pe field to enter the plan t'pe for the e&plo'ee# Plan t'pe is a uni)ue identification code# %alid

plan t'pes for leave plans are +,!+- and +A ! +.# Plan 'pe of +, is for Sick Plan and +" is for %acation Plan#

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$enefits tables store leave plans and accrual balances# he Leave Plan table allows 'ou to define service and

accrual processing rules for 'our leave plan

Set *p for Leave Accrual: Set up H/0S !1 Product /elated !1 $ase $enefits !1 Plan Attributes !1 Leave

Plan able:

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2n this setup table3 'ou specif' how 'our leave ti&e should accrue3 i#e# is it based on the length of service

or based on the nu&ber of hours 'ou work in each pa' period;

4or (5a&ple3 if 'ou want to accrue 6 hours per &onth if the service length is between , to 78 and should

accrue ", hours per &onth for an' service above 79 &onths3 then 'ou would use the following setup:

Service *nit would be: 0onths

Accrual /ate *nits would be: Hours per 0onth

In the Accrual /ate %alues grid3 'ou would have 7 lines# 2ne with , Service 0onths and 6 Hours per &onth

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and second line with 79 Service 0onths and ", Hours per &onth;

In the setup table3 based on Accrual /ate *nits the award fre)uenc' deter&ines how often accrued ti&e is

awarded to the e&plo'ees# If the award fre)uenc' indicates 4irst /un of <ear which &eans that ti&e is

awarded onl' once3 during the first Accrual Processing run of the 'ear for &ost e&plo'ees3 or during the

first run in which a newl' hired e&plo'ee is eligible to be awarded accrued ti&e# If the award fre)uenc'

indicates 4irst /un of 0onth3 during the first Accrual Processing run of each &onth3 each e&plo'ee will be

checked to see if ti&e should be awarded3 and if so3 how &an' hours# Accrued hours are awarded during the

first run of each week when Weekl' fre)uenc' is selected# If Hourl' fre)uenc' is chosen3 each e&plo'ee will

be checked during ever' Accrual Processing run; if additional service hours have been posted to the

e&plo'ee=s records b' pa'roll processing3 additional ti&e &a' be calculated and awarded#

his will be Part "; Will >ontinue with setups in Part 7####