What needs to be done before running the Benefit Accrual Year utility?
KB Article #:
53509
Summary:
What needs to be done before running the Benefit Accrual Year utility?
Description:
Resolution:
Deltek recommends having a backup before opening the New Benefit Year.
Post all timesheets where the Taken Benefit Hours should go to the old Benefit Year.
Post all payroll runs where the Earned Benefit Hours should go to the old Benefit year.
Review the Benefit Accrual setup global and individual settings. This includes Carry-over Limits, Pre-accrue of hours, Accrual Schedules and Benefit Hours Per Year for the employees.
The global setting for Benefit Hours is located under Configuration > Accounting > Time Analysis > Benefit Accrual Setup tab.
The individual employee setting is located under Info Center > Employees > Accounting tab > Benefit Accruals grid.
Note: The individual employee setting overrides the settings in the global setting found under Configuration.