Journyx Timesheet offers a powerful Accruals management system that can be configured to monitor each user's use of sick time, vacation, and any other type of time your organization needs to control. To enter the Accruals control set, the Admin should click on the Accruals link from the main admin page.

Accruals Management

The Accrual Management Screen serves as the gateway to Accruals management for all of your organization's Timesheet users. By default, this screen displays your organization's users alphabetically in groups of 10, though this number may be modified in Timesheet's Global Preferences. To see the next 10 users, simply click the Button. Additionally, you may go directly to the first User for a specific letter of the alphabet by clicking the button for that letter.

When you have navigated to the portion of the user list that contains the user for whom you would like to create, modify or delete accruals, simply click the user's name. Timesheet will display the Accruals Modification Screen, which includes the exisiting Accruals balances (if any) for the selected user as well as the interface for creating new Accruals balances.

Create Users Accruals

To implement the Accruals feature in Timesheet, the Admin must create Accruals totals for your organization's users. The Create New Accrual interface is shown below.

To create an Accruals balance for a user:

• Choose a pay type from the dropdown menu
• Indicate whether this accrual is "soft" or "hard:
  • A "soft" accrual will allow a user to exceed the number of hours you enter here, but that user will receive a warning when he does exceed the allotted hours.
  • A "hard" accrual will not allow the user to exceed the allotted hours for this pay type. The user will receive an error message indicating that he has exceeded the hours available for this pay type if he tries to enter more hours than are available.
• Enter the total available hours for this particular accrual.
• Click the Button

Once an accrual has been created, the Accruals Modification Screen will refresh, displaying a green text message confirming the creation of a new accrual. Created accruals are displayed in the Existing Accruals portion of the Accruals Modification Screen, where they can be modified or deleted as required.

Modifying An Existing Accrual

To modify an existing Accrual balance, select the Accrual to be modified and change the Pay Type, Hard/Soft Type or Hours Remaining for that Accrual. Then click the Button.

Timesheet will refresh the Accruals Modification Screen, displaying a green text message confirming your changes. You may continue to modify Accruals for the selected user or you may select a different user from the list located in the upper portion of this screen.

Deleting An Existing Accrual

To delete an existing Accrual balance selected the Accrual to be deleted from the list of available Accruals and click the Button.

Timesheet will refresh the Accruals Modification Screen, displaying a green text message confirming the deletion of an accrual. You may continue to delete Accruals for the selected user or you may select a different user from the list located in the upper portion of this screen.