Accrual Balances    

Adjusting accrual balances is commonly done during the initial setup of accruals. It allows you to bring the balances to their current total. This feature is also useful if a balance was originally entered incorrectly. Balance totals can be either added to or subtracted from or replaced completely. The process to adjust a balance is simple though sensitive due to the effective date. It is also used to make one time adjustments, like adding some PTO to someone for a bonus, or adjusting a balance due to a long term leave.



First login to swipeclock: https://poplarinsuranceagency.payrollservers.us/pg/login.aspx


Step 1. Select “Accrual Balances” from the “Maintenance Menu.”



The maintenance menu has many important features like finalizing your pay period, and the maintenance for other HR users (you can add more admins or supervisors in there!).  To adjust balances, click "Accural Balances"




Step 2. Choose the adjustment method: “Manual Adjustment” is the normal one for simple changes


from there, select "manual Adjustment".

Step 4. Choose the employee(s) you would like to work with. “All active employees,” “Specific employees” (from within a group, Check All, or manually make your selection) or “Select by criteria.”

Step 5. Choose which category’s balance you want to adjust. Note: the options provided are custom to your settings.

Step 6. Choose the effective date. Note: It is important to be sure of the date you are selecting. If a date is incorrect and an attempt to adjust the mistake occurs, incorrect accrual balances may result. Corrections are possible but the best solution is to be sure of
your effective date.

Step 7. Click “Show Employees and Balances.”


Step 5. Choose the type of balance changes to make. Either “add,” “subtract,” or “Replace” existing balance. Note: Click “Explain choices” for more details.


Step 6. Enter an expiration date if desired. If the field is populated, any balance will be forfeited if not used by the specified date. Note: Click “Explain expiration” for more details.


Step 7. Enter the desired amounts and click “Save changes” when complete.