Accrual Accounts

Accrual accounts are used to track the amount of time (in hours) that an employee is entitled to when being off from work (i.e. Vacation, Sick, Comp Time, etc.).  Typically these accrual accounts are tied to absent or PTO reasons so when a shift is marked as absent or PTO, the linked accrual accounts are deducted from.  Location Administrators have the ability to manage individual employee account balances.

Adding a new Accrual Account

To add a new accrual account:

• Click on the Settings tab.
• Click the blue text link Edit Accrual Accounts

• RosterApps directs you to the Accrual Accounts page. This page includes a table that displays all the accrual accounts at your company.

• Click the blue text link Create New Accrual Account.

• RosterApps directs you to the New Accrual Account page.

• Complete the fields on this page with information about your new accrual account. Below is a list of the fields on this page with descriptions:
  • Name: The name of the accrual account
  • Third Party Code: Enter the code (if applicable) that will be used when updating this accrual via the API.
  • Display Order: The order that you want this accrual account to be displayed in accrual dropdowns.  For example, if 2 is entered in this field, this accrual account would appear second in the accrual dropdown which appears in the Edit PTO Bank screen for location administrators.
  • Active: Check this box to make the accrual account active or uncheck the box to make the accrual account inactive.
• Click the blue Add button to add the accrual account or click the Cancel button to cancel.

Editing an Accrual Account

To edit an accrual account:

• Click on the Settings tab.
• Click on the blue text link Edit Accrual Accounts.

• RosterApps directs you to the Accrual Accounts page. This page includes a table that displays all the accrual accounts at your company.

• Find the accrual account that you would like to edit in the table and click the blue text link Edit.

• RosterApps directs you to the Edit Accrual Account page.

• Edit any of the fields on this page as needed. See the Adding a New Accrual Account section above for a full list of descriptions for each of the fields.
• Click the blue Update button to save your changes or click the blue Cancel button to cancel.