Accrual policies - Editing an existing accrual rule

Who this guide is for: System administrators. Requires 'Entitlements' permission.

Overview:
This guide explains how to amend existing accrual rules. Accrual rules determine how much entitlement is awarded to users and on what terms, if any. 

P.S - All accrual rules run based on scheduled tasks for your system, however they will not run retrospectively. If you create a new rule that should have run historically, the entitlement will need to be added to users manually for the current year, and then it will run naturally next time it is scheduled for.

To get an explanation of the fields in the accrual rule, you can utilise the below guide:

Accrual policies - Setting up accrual rules

How to Edit Accrual rules on a global level:

1. Navigate to Admin Tools > Admin Panel > Global > Entitlement Setup
2. Click on Edit for the entitlement pot (f.e "Holiday")
3. Click on Edit for the entitlement element that the accrual rule sits in (f.e "Long Service")
4. Click on Edit for the accrual rule you wish to amend
5. Amend the fields required 
6. Save the changes

Amending an accrual rule on a template level:

1. Navigate to Admin Tools > Admin Panel > Templates
2. Search for the template in question and click on Edit
3. Click on the Entitlements tab
4. Click on Edit for the entitlement pot (f.e "Holiday")
5. Click on Edit for the entitlement element that the accrual rule sits in (f.e "Long Service")
6. Click on Edit for the accrual rule you wish to amend
7. Amend the fields required*
8. Save the changes

Amending an accrual rule on a user level:

1. Navigate to Admin Tools > Admin Panel > Users
2. Search for the user in question and click on Edit
3. Click on the Entitlements tab
4. Click on Edit for the entitlement pot (f.e "Holiday")
5. Click on Edit for the entitlement element that the accrual rule sits in (f.e "Long Service")
6. Click on Edit for the accrual rule you wish to amend
7. Amend the fields required*
8. Save the changes

(*) - Please note that on a template and user level, you will only be able to amend the following fields:

• Enabled (to enable / disable on a template or user level)
• Name
• Accrual source
• Amount in days
• Rounding policy
• May be applied once only

In order to amend the Entitlement accrual pattern, or the restriction(s), you will need to make the edit on a global level, or create a new accrual rule with those settings configured.

Additional Information:

• Key Terms:
  • Accrual pattern: determines when and how an award runs
  • Accrual rule: determines the amount awarded and the terms for awarding the set amount
• Permissions: 'Entitlements' role required
• Tip: Create separate accrual rules for each configuration required
• Search Tip: Use the search bar for "Entitlements" or "Accrual rule"