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Create An Anniversary Accrual Rule
Create An Anniversary Accrual Rule

Step-by-step instructions on how to create an accrual based on an employee's anniversary date.

Rachel avatar
Written by Rachel
Updated over a week ago

Overview: With our annual accrual, employees can earn on a specific date, such as their employment anniversary.

Important: To create an anniversary accrual, you will first want to make sure that you have your Time Off types set up and that they are included in accruals. If you haven't done so already, this article explains that process: Enable Time Off Accruals

Additional Resources:

Create An Anniversary Accrual Rule

1. Start by clicking Settings in the top navigation followed by Time Off:

2. Then click Accruals Rules from the left-hand menu followed:

3. From there click the +Add a New Time Off Accrual Rule button:

4. You can then specify:

  • The name of the rule

  • The frequency (yearly)

  • When the accrual should be applied

  • The time off type being used

  • And the number of hours the employee should earn

5. Save once done.


Q: Can I automatically move an employee from one accrual rule to another?

A: No, we are not currently able to automatically move employees from one rule to another, this would need to be managed manually.

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