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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. You can also set up an alert to remind you of Hire Date anniversaries.

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

Instructions:

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:

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.


​Specify a Hire/Anniversary Date in Profile


1. First, click the Employees tab from the top navigation:

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2. Next, click View next to an Employee's name to enter their Employee Profile:

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3. From the Employee Profile, click Edit in the top right-hand corner:

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4. Enter the Hire Date within the appropriate field and click Save:

Note: You can always come back to this page within the employee's profile at any time to edit a Hire Date as/if needed.


Set a Hire/Anniversary Date Alert

  1. First, navigate from the top navigation to the Settings > Alerts & Reminders page:

  2. From Settings > Alerts & Reminders, click the +Add a New Alert/Reminder button:

  3. From the Add a New Alert/Reminder page, select Anniversary Reminder from the Type field dropdown:

    Image 2024-04-18 at 2.28.03 PM

  4. From the same page, you'll also Name the alert, decide to send email(s), push notification(s), or both to the Employee, Manager(s), and/or Admin(s), and assign the alert to the appropriate employee before finally clicking Save.


FAQ:

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 but you can set the Anniversary Reminder to alert you as needed.

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