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To assign an Accrual Method to a user, first make sure to create an Accrual Method under Leave Management section of the application. Then proceed with the steps below:
- From Admin menu expand the Organization → Employee
- Select an employee
- On the bottom windowpane select the Accrual Method tab (Make sure access to this tab is enabled through Security → Role Manager)
- Click the Add button
- Fill out the fields as follow:
- Method*: Select a Leave Method to be assigned to the selected user from drop down list of previously created methods
- Effective Date*: Select a timesheet period start date as of which the accrual method becomes effective
- Active: This field will be checked by default. If you want to make an accrual method inactive, the box will need to be unchecked
- Click Save to save the data.
Please note that only one method for the same time code group can be assigned to a user with the same effective date.
If a user is included in another Global Accrual Method, the accrual method assignment on the employee level overrides the global option.
* Indicates a required field