Multiple Location-Based Accruals

Overview

Users will have the ability to setup accrual overrides in Administration which will allow for multiple location-based accruals to be created for an employee when an assignment is created that matches the location-mapping settings on accrual records.

For example, the state of California has a state-wide sick leave accrual but the city of Los Angeles has a city-wide sick leave accrual. An employee working within Los Angeles should only be accruing under the city-wide accrual and not the state-wide California sick leave accrual. Users can create an accrual override to only allow the city-wide accrual to be applied to the employee assignment, overriding the state-wide accrual when working within Los Angeles.

*Attention: Take action now to avoid breaking changes*

  • Whom does this concern?
    • Accrual Administrators
    • Staffing agencies that have accruals specific to certain locations (i.e., cities and states). 
  • What functionality is changing? 
    • Currently, when TempWorks automatically sets up accruals on an employee due to an assignment’s location, a city-level accrual takes precedence over a state-level accrual. Only the city-level accrual is set up. 
    • In the future, when TempWorks automatically sets up accruals on an employee due to an assignment’s location, by default both the city-level and the state-level accruals will be set up. 
  • Why is this functionality changing? 
    • TempWorks is offering more flexibility and administrative control over accrual setup. With the new functionality, administrators will be able to determine whether one accrual should take precedence over another or both accruals should be set up on an employee.
  • When is this functionality changing? 
    • Expected November 4th, 2022
    • Administrators can take action now to set up accrual overrides.
  • What action is needed? 
    • If you would like to maintain the previous functionality where a city-level accrual takes precedence over a state-level accrual, you must manually set the city-level accrual to override the state-level accrual. See the step-by-step guide within this article below.
      • The override will only apply for newly created assignments and employee placements as of 11/4/2022. The override is NOT retroactive.
    • If you have any custom triggers that modify location-based accruals, please contact TempWorks Support as those will need to be modified or removed before the functionality change scheduled for 11/4/2022.
    • If you have any questions or concerns, please contact TempWorks Support or your Account Manager. 

This article covers the following:

  1. Setting Up Accrual Overrides in Administration
  2. Managing Multiple Location-Based Accruals (Coming Soon)



Setting Up Accrual Overrides in Administration

*Note* Before being able to setup the overrides, you must have the accrual setup within Enterprise Administration.

For more information on setting up accruals, please see the article titled Accrual Setup in Administration.

Begin by navigating to Enterprise > All Options > Administration > Accruals, and navigate to the accrual you would like to add the override to:

Within the accrual record, select the appropriate accrual(s) within the "Accruals to Override" dropdown of the "Location Mappings" section. The selected accrual(s) within the dropdown will be the accrual(s) that are overridden by the accrual record you are currently modifying.

For this example, in San Francisco, we want the "CA Accrual Anniversary Location" accrual to override the "CA Annual Anniversary Loc" accrual.

*Note* The following will need to be taken into consideration when selecting accruals within the "Accruals to Override" dropdown.

  1. In order to be able to select an accrual option within the "Accruals to Override" dropdown, you must have both a state and city listed within the "Location Mappings" section of the accrual you are modifying:
  2. For accruals to appear within the "Accruals to Override" dropdown, they must only be associated with a state within the "Location Mappings" section. Accruals with both a city and state listed within the "Location Mappings" will NOT appear within the "Accruals to Override" dropdown.
  3. For accruals to appear within the "Accruals to Override" dropdown, the state must match the selected accrual being modified.

Once the necessary override(s) have been chosen, select "Save"  at the top left corner to save the accrual setup.

*Note* Upon saving changes to the accrual setup, you may be presented with the following warning:

This warning describes the changes that will be taking place based on the selections made within the "Accruals to Override" dropdown for newly created assignments and employee placements as of 11/4/2022.

*Attention: Accrual Override Activation Date*

Once the accrual override has been setup, it will not be officially activated until the expected release of 11/4/2022 (as shown within the aforementioned warning).

Therefore, the override will only apply for newly created assignments and employee placements as of 11/4/2022. The override is NOT retroactive.



Managing Multiple Location-Based Accruals (Coming Soon)

*Note* This article will be updated with additional information surrounding the managing of multiple location-based accruals for employees based on the assignment/worksite with the expected release on 11/4/2022. In the meantime, this article provides instruction on setting up the accrual overrides which has been released on 9/23/2022.

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