Carryover Accruals

SchoolFront offers the ability for your district to utilize carryover accruals. Carryover accruals are the ability for a user at the end of the year to bring forward accrued time into the next fiscal year. Carryover Accruals can be configured to either be automatic or manual depending on the way the individual Attendance Groups and Absence Code Contracts are setup. We will walk through how to setup carryover accruals both ways below:

Setup Absence Code For Carryovers:

1. Login to SchoolFront.
2. Go to "Time & Attendance" -> "Setup" -> "Attendance Groups".
3. Create new or select an Attendance Group.
4. Go to the "Absence Codes" tab.
5. Create new or select an absence code.
6. Check the box labeled "Carry Over Balance".
7. Select the absence code you would like the carryovers to go into.
8. Enter a value for "Maximum Annual Carryover".
9. Select a code that you would like the excess to go into.

Setup Automatic/Manual Carryover Accruals:

1. Login to SchoolFront.
2. Go to "Time & Attendance" -> "Setup" -> "Attendance Groups".
3. Follow the Attendance Group Setup Article for assistance setting up a new Attendance Group.
   • Note: There will be a setting called "Automatically Carryover Balances" if this button is checked, carryover balances will be automatically executed at the end of the fiscal year. If the box is left unchecked, you will have to manually execute Carryover Accruals as described below. 

Execute Manual Carryover Accruals:

1. Login to SchoolFront.
2. Go to "Time & Attendance" -> "Accruals".
3. Press the "Carryover Accruals" button above the grid.
4. Filter for the user(s) you would like to force carryover accruals.
5. Check the box next to their name(s).
6. Press the "Carryover" button above the grid.