The Off Season: Accruals Presented by Eli Bateman Becky Fox Shawn Roush

Accruals: What’s In It For Me? Manage your PTO, Vacation, Sick Plans Automate the earning and depletion of Accrual Hours No more spreadsheets, confusion on hours & wasted time by your staff Remain compliant with local and State labor laws

Accruals: What’s In It For Me? Employee retention Keeps your Employees happy and motivated Maintain your edge against the competition Attracts new employees to your company/marketing/hiring tool Provides work/life balance to families & individuals

Today’s Target Goals: Accruals Understand Avionté’s capabilities on Accruals Learn Accruals Best Practices Tools you can use to manage your Accrual Plans Accruals and your responsibilities as an Employer

Accrual Best practices Eli Using Steps 1,2,3, time entry (show zero bill) and manual add/subtract (must be in current accounting period), Eli shows best practices.

Activity On State & Local Accruals You should have two tools: A Map A Highlighter In which States do you staff?

Activity continued… California, Connecticut, Massachusetts, Vermont, Rhode Island, New Jersey, Minnesota, Maryland, New York, Pennsylvania, Oregon, Washington, Washington DC

Accruals Changes Client must request the custom Processing Method from Tech Services Team Client must request the custom Processing Method from Tech Services Team Enter New Modification request ticket

Insert slide on EE Accrual View

Saving The Newly Added Accrual Plan

Employee Accrual History Employee Accrual History allows you to see earnings & usage of Accrued Hours Updated information available upon closing of Accounting Period

Employee Accrual Notes

Employee Accrual Add/Subtract Manually

Processing In Time Entry: Best Practices

Accrual In Employee Pay History

Accrual Paystub

Accruals Reporting Screen captures of reports and brief descriptions

Accruals Reporting Screen captures of reports and brief descriptions

Any questions?

Activity wrap up: States we know about This slide not displayed on screen Washington, Oregon, California, Minnesota, Pennsylvania, Maryland, Washington DC, New Jersey, New York, Connecticut, Rhode Island, Massachusetts, Vermont, Illinois