Sample Accrual Group Configuration

Review topics, About Accrual Groups, and Accrual Group Field Descriptions, and Work Code: Accrual Field Descriptions.
Applicable non-working work codes must be configured before starting this task.

A bank of hours associated with a work code is created by their common Accrual Group name.¹

Go to Setup > Codes > Work Codes.
Click Add to create a new work code.
Enter a name, an abbreviation, and select a color. Specify in the label that this code is an accrual type work code such as Comp Time-Earned, Vacation Accrual, Sick Bank, and so on.
Select Working in Type.
Select Hidden and No Roster Impact in Properties.
To create a working bank of hours, you must select the same Accrual Group name in the working and non-working work code; or if using numbers you must enter the same number. Accrual Group choices are:
- Application version 7.5.2+... select an Accrual Group name from the drop-down menu.
- Prior to version 7.5.2, enter a number in Group.
Keep the default settings as is. Be sure the Effective Date is blank on the working type work code.
Select Future in Requests Too.
Configure the Logging section, if applicable to this code.
Configure the Authority section.
Click Save. Additional settings may be required to produce the desired output. Contact a UKG application expert for assistance if needed.

Go to the non-working work code that maps to this new accrual work code; for example Comp-Time Taken, Vacation, Sick. Keep the standard settings and depending on your application version, either select the applicable Accrual Group Name or enter the corresponding Group number in the Accrual section to link the “time taken” (non-working) and “time earned” (working) work codes.

Important: Be sure the non-working work code contains the Effective Date:01/01/1900 to immediately deduct the time taken from the bank and prevent personnel from overdrawing their banks with future leave requests.