When calculating the employee’s accrual balance at the start of a new accrual year, the payroll program generally follows this procedure:
- Payroll calculates the amount or hours to carry over, by evaluating:
- The employee’s balance at the start of the year.
- The employee’s accrued amount or hours during the year.
- The accrued amount or hours used (paid out) by the employee during the year.
- During calculation, the payroll program also evaluates the Calc Max. Carry-over Based on Remaining Balance option and the maximum carry-over amount (both specified on the Earnings And Deductions setup window for an accrual).
- After the carry-over amount is calculated, the payroll program adds the amount specified in the Beginning column of the table on the Employee tab of the Earnings And Deductions window. The Beginning amount is a flat amount that’s always added at the start of a new accrual period, regardless of what is specified in the Maximum Carry-Over field.
- The carry-over amount plus the Beginning amount cannot exceed the maximum accrual that’s specified on the accrual (earning/deduction) setup record.