How to Make Accrual Adjustments

Path: Organization > Repair Center > Technicians / HR Tab

Set up leave time types in Lookups / Time Types before you make accrual adjustments. Once time types are established, open the technician's record and use the Accrual Adjustments pane to enter the amounts of unpaid and paid leave time granted to an employee.

If time is accrued on a monthly basis, set up a routine to add amounts each month.

  1. Click Edit on the WebTMA toolbar.
  2. Click the Add Accrual link at the top of the Accrued Adjustments pane.
  3. Complete the Accrual Adjustments Entry popup.
  4. Click Save on the popup.
  5. Click Save on the WebTMA toolbar to save the change.

If you save an error, the accrual line items cannot be edited. However, you can add a new line item with a negative number to reverse the entry.

See Also

Technician HR Tab