Time Off Accruals

Time Off Accruals

Time Off Accruals

Time off entitlement can build up over time based on clear, configurable rules. This guide explains how to model and operate accruals end-to-end within the Synel system.


Key Points

  • Accrual = entitlement builds up in proportion to employment time

  • Supports yearly, monthly, or weekly accrual patterns

  • Controls for start date, carry-over allowance, and cycle start

  • Long Service Rewards extend entitlement based on continuous service

  • Rounding applies to balances and carry-over (days only)

  • Widgets display rounded values; logs always show true values


What Is Time-Off Accrual?

Accrual means building up absence entitlement over time. Employees earn time off as they work, so part-year employment grants a proportional allowance. Accruals can be defined per absence type and contract type.


Policy Framework

Tailor it – Define PTO rules per employment type and practical constraints
Build clarity – Specify when, how, and for what reasons employees may take time off
Formalise – Encode policy in the HR system to apply rules automatically
Report and track – Analyse absence rates and balances to ensure policy effectiveness


Accrual Rule Model

Each accrual rule controls how entitlement is calculated and applied. To view or create one:

  1. Go to Work Rules → Accruals.

  2. Click the orange “+” button to add a new rule, or the pencil icon to edit an existing rule.

  3. Complete the following fields:

Rule name – The internal name of the policy (e.g. Standard 25 Annual Rule).
Absence Type – The type of leave the rule governs (e.g. Holiday, Birthday Leave).
Contract Type – The employment category the rule applies to (e.g. Fixed Hours, Variable Hours).
Active toggle – Turns the rule on or off.
Accrued – The number of days or hours accrued per cycle (e.g. 2.35 Days per Month).
Annual – The total allowance once all accruals are complete.
Maximum Carryover – The number of unused days or hours that can transfer to the next cycle.
Include Long Service – Enables additional entitlement based on length of service.
Balance Rounding Rule / Carryover Rounding Rule – Choose whether to round balances or carry-overs (None, Round up to whole, Round up/down to half).
Allow Future Balance – Determines whether employees can request leave in advance of accrual.
Recurrence Pattern Type – Select Yearly, Monthly, or Weekly depending on how often entitlement accrues.


Recurrence and Date Range

Below the main rule fields:

Start Date – When the rule begins (e.g. 01/01/2024).
Range Type – Either No end date or a defined period.
This defines when the accrual rule is active.


Length of Service Bonuses (Long Service Rewards)

If Include Long Service is enabled, a section appears allowing you to configure milestone bonuses.

Defer to the next annual leave cycle – Delays the bonus until the next cycle if required.
Length of Service – Choose a logical rule such as Greater than, Between, or Less than.
Years – Specify the threshold (e.g. 4, 5, 6 years).
Bonus – Enter the additional entitlement (e.g. +1 day).
You can create up to five separate service conditions.

This feature is based primarily on the Continuous Service Date, with Start Date used as a fallback.


Apply To Section

Define who the rule applies to:

Employees – Select individual users, or use Select All to apply to everyone.
Employment Types – Restrict to certain contract categories.
Departments – Apply by department.
Locations – Apply by site or region.

You can mix targeting criteria — the system treats them as logical OR conditions.


Examples

Example RuleValue
Annual Allowance28 Days
Accrual PatternMonthly
Accrual per Cycle2.35 Days
Carry-Over Limit5 Days
Cycle Start1 April

Rounding Rules (Days Only)

Rounding is only available for accruals measured in days. When using hours, these fields are hidden.

Round Balance – None, Round up to whole number, Round up/down to nearest half.
Round Carry-Over – Same options as above.


Display and Audit Behaviour

  • Absence Widget: shows the rounded balance if rounding is enabled.

  • Tracking View: can show either the rounded or true balance.

  • Activity Log: always records the unrounded, true values.

Activity Log Events:
Accrued, Approved, Taken, Adjusted, Carried Over.
Totals reflect the unrounded accruals for audit accuracy.


Implementation Checklist

  1. Define which absence types accrue entitlement.

  2. Decide units – Days or Hours.

  3. Choose recurrence – Yearly, Monthly, Weekly.

  4. Set start date and carry-over limits.

  5. Configure rounding (days only).

  6. Define any long-service reward tiers.

  7. Test accrual calculations in a sample period.

  8. Review Activity Log for expected outcomes.

  9. Train managers on widget, tracking, and audit behaviour.


FAQs

Q: Does rounding change entitlement or only what is displayed?
A: Rounding affects stored balances when applied to balance or carry-over. The log still records true values.

Q: Can I round when accruing in hours?
A: No. Rounding only applies to accruals in days.

Q: How does continuous service calculate?
A: The system uses Continuous Service Date primarily, with Start Date as fallback.

Q: Can accrual vary by contract or location?
A: Yes. Use Contract Type and target long-service tiers by Employment Type, Department, or Location.

Q: How do I verify a month’s accrual?
A: Check the Activity Log for the “Accrued” entry, compare the unrounded value, and confirm the rounded figure in the widget.

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