This article reviews assigning PTO accrual rules to employees. 



Article Topics:


Overview


Accrual rules are assigned to employees on the Workforce Employees page using the bulk select menu. Multiple rules can be assigned to one or more employees at the same time. 


Once an accrual rule is assigned to an employee, they will begin accruing hours based on the configurations of that accrual rule. Accrual rules and associated balances assigned to an employee can be viewed on the 'Time Off' tab of their Employee Record. 



How to Assign Accrual Rules to Employees


Follow these steps to assign accrual rules to employees:


Navigate to the Employees page.
Select one or more employees by checking the associated bulk select checkbox.
Click the menu icon in the bulk edit menu.
Select 'Assign Accrual Rule'.
Select the desired accrual rule(s).
Click 'Assign'.
Review each employee in the left column and the accrual rules that will be assigned to them.

Important Note: Once assigned, accrual rules cannot be directly removed. 

Review each employee in the right column and make note of the reasons why accrual rules are not assigned to them.

Issues will need to be resolved before accrual rules can be assigned to these employees. 
Click 'Assign to Employees' to assign the displayed accrual rules to the employees in the left column.