| A | B |
|---|
| Allowed Hours | How many hours an employee has available to use in a year. |
| Taken Hours | How many hours have been used this year. |
| Balance Hours | How many hours are remaining to be used this year |
| Accrued | Temporary storage area for hours that are calculated. |
| Fixed Accrual | Once per year, the transfer of a flat amount of hours to Allowed. |
| Calculated Accrual | Accrual where hours are accrued throughout the year and transferred to Allowed EPR or at Reset time. |
| Calculation Groups | When assigned, this will allow the accrual calculations be be blocked on the company level as needed (via a Special Effect in the payroll header). |
| Transfer | When the hours become available to the employee. (EPR or at Reset time) |
| Increment | This field allows the client to specify a number of hours that must be accrued before they are transferred to Allowed. Only available for Calc/Trf EPR Accruals. |
| Annual Maximum/Fixed Amount | The maximum amount of hours (or Fixed amount of hours) that can be transferred to Allowed each year. |
| Perform (P) | Step in the Sequence of Events: Calculate the accrual on SCFM and temporarily store it in Accrued |
| Update (U) | Step in the Sequence of Events: Add the benefit hours taken on this payroll to the Taken Bucket. |
| Transfer Accrual (T) | Step in the Sequence of Events: Fixed-Transfer fixed amount to Allowed. Calced/Trf EPR-Transfer from Accrued to Cycle (temporarily), then to Allowed. Calced/Trf at Reset-Transfer from Accrued to Cycle for storage until Reset time. |
| Reset Benefit (R) | Step in the Sequence of Events that refreshes the benefit for the new year; carryover (if allowed), clear allowed, clear taken, etc. |
| Carryover: Excess Taken | What field determines how to handle the situation where an employee takes more hours than were allowed in the year? |
| Carryover: Unused Allowed | What field specifies how to handle any remaining balance hours from the previous year? |
| Carryover: Add'l Accrued | For a Calced accrual, this field states what should be done with any hours that were accrued over and above the Annual Maximum. |
| Reset: Week Number | Type of Reset: Reset all employees with this benefit on the specified ADP Week Number (or the next payroll thereafter). |
| Reset: Specific (Reference) Date | Type of Reset: Reset all employees with this benefit on a specific calendar date (or the next payroll after that date). |
| Reset: Employee (Anniversary) Date | Type of Reset: Reset each employee individually based on their particular benefit date (anniversary); this is normally by Hire Date. |
| SCBA Reset Section: Compare field | This field on SCBA specifies what payroll date should be used to compare to for this benefit's reset. (P/D, P/E, or System Date). |
| New Hire Reset | Special B/A that allows new employees to reset more than once in their first year. |
| Cycle Code | Coding used for New Hire Resets to specify the last reset this new hire received. |
| SCBA: Months field | This field on SCBA specifies the Months of Service (MOS) that the new hire must complete before receiving the New Hire Reset hours. (Must match the SCQU screen.) |
| Cycle | This bucket stores the amount of hours that have been accrued (SCFM) but have not yet been transferred to Allowed. |
| Annum: Calced/Trf EPR | On Calced/Trf EPR, this bucket contains the amount of hours that have been transferred to Allowed this year. Used to prevent the employee from getting more than the Annual Maximum. |
| Annum: Calced/Trf at Reset | On Calced/Trf at Reset, this bucket is only used if there is an Annual Maximum set up and the Add'l Accrued Amt. field is not blank. If both are true, any leftover accrued hours over the Annual Maximum will be moved to this bucket (up to the amount specified). |
| Annum, Cycle, Increments | These 3 fields/buckets are not used for Fixed accruals. |
| Reset Year | 4 digit field set up on each eligible employee that specifies the last year in which this employee Reset for this benefit. Required on ALL ELIGIBLE EMPLOYEES for EACH benefit. |
| 301 | ID/Mod to Replace Allowed 1 - Set Taken to 0. |
| 30B | ID/Mod to Replace Allowed 2, Leave Taken |
| 755 | ID/Mod to Adjust Allowed 1, Leave Taken |
| 753 | ID/Mod to Adjust Taken 3 |
| Allowed Type | In PC/Payroll, this field is not required unless I am adjusting Allowed Hours |
| 75C | ID/Mod to Adjust Annum 3 |
| 75E | ID/Mod to Adjust Cycle 1 |
| 305 | ID/Mod to Replace Reset Year 1 |
| LOS for Fixed Accruals that Reset based on EE Anniversary. | To avoid issues with Grace Period Logic on this type of accrual/reset, set up LOS qualifiers to include only the timeframe in which the employee should reset. |
