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Creating and Editing Employee Accruals

Dylan B.

Create a New Individual Accrual

SchoolFront users with Administrator, HR Admin, and Attendance Supervisor roles have access to the Staff Attendance menu option. 

  1. Navigate to the Accruals menu option.

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  1. Select New Leave Accrual

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  1. Select Grant Date and Continue

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  1. Select Staff and Attendance Group

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  1. Select Absence Code

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  1. Insert Grant Time (Hours)

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  1. Select Grant Status

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  1. Select Transaction Type

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  1. Select Grant Type

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  1. Enter in any additional comments
  2. Select Insert

 

Edit an Absence Accrual

  1. Navigate to the Accrual menu option

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  1. Using the Filters, select the Accrual you wish to edit.

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  1. Select Edit from the Details page

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  1. Once you have completed your edits, select Save.

 

End/Change Employee Position & Accrual Handling: When an employee leaves or changes positions, their accruals and absence requests must be taken care of. Either moved with them or deleted. Below is a step by step process on how to end/change employee position and handle their accruals.

1. Go to "Time & Attendance"-> "Staff".

2. Choose the necessary employee.

3. Select "End or Change Position" under the "Details" tab

4. Select "End or Change position" within pop-out

5. Enter the end date for the accruals and select necessary options

      -Adjust Leave Accrual Balances : A grid will populate below allowing you to manually adjust accruals

      -Delete Accruals Past End Date : Delete Accruals after end date

      -Delete Attendance Past End Date : Delete absence requests past end date

      -Start A New Position : A new section will populate to the right for new position information.

6. If new position was selected, enter all pertinent information for the new position.

7. Once an Attendance group is selected, another grid will populate beneath this section, allowing you to adjust accruals for the new position.

8. When satisfied, press save.

 

Deleting Accruals Past Specific Date:

1. Go to "Time & Attendance"-> "Staff".

2. Choose the necessary employee.

3. Select "End or Change Position" under the "Details" tab

4. Select "End or Change position" within pop-out

5. Enter the end date for the accruals and select necessary options

      -Adjust Leave Accrual Balances

      -Delete Accruals Past End Date

      -Delete Attendance Past End Date

      -Start A New Position

6. Save

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