{"id":664,"date":"2021-02-23T20:40:28","date_gmt":"2021-02-23T20:40:28","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=664"},"modified":"2025-05-28T18:41:02","modified_gmt":"2025-05-28T18:41:02","slug":"employee-accrual-group-assignments","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/employee-accrual-group-assignments\/","title":{"rendered":"Employee accrual group assignments"},"content":{"rendered":"\n<p>The Groups page in Time and Attendance is used to review the accrual group assignment of a particular employee. Adjustments to an employee\u2019s accrual group due to promotion, leave of absence, changes in geographic region, etc. can be made here.<\/p>\n\n\n\n<p><strong><u>Please note that if you are a\u00a0Insperity\u00ae\u00a0<strong>HR<\/strong>360\u00a0client, employee accrual group assignments can be updated in Insperity Premier, via Manage Employees &gt; Overview &gt; Employees. Select the employee name, then Job Information, and scroll to the Time and Attendance section to make the desired change(s).<\/u><\/strong>\u00a0Please contact your Payroll Specialist if you have any questions about how to make this update, which will then import to the Time &amp; Attendance system in real time.<\/p>\n\n\n\n<p>Alternatively, these assignment changes can be made directly in Time &amp; Attendance as follows.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Navigating to the Groups page<\/h2>\n\n\n\n<p>In the <strong>Main Navigation <\/strong>menu, open the <strong>Employee Maintenance <\/strong>folder.<\/p>\n\n\n\n<p>Click on the <strong>Employee Assignments <\/strong>sub-folder and select <strong>Groups <\/strong>page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"212\" height=\"257\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-188.png\" alt=\"\" class=\"wp-image-665\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-188.png 212w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-188-41x50.png 41w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-188-49x60.png 49w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-188-82x100.png 82w\" sizes=\"auto, (max-width: 212px) 100vw, 212px\" \/><\/figure>\n\n\n\n<p><strong>Select Employee<\/strong> \u2013 Choose the employee  via the master employee drop-down:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"440\" height=\"51\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-190.png\" alt=\"\" class=\"wp-image-667\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-190.png 440w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-190-300x35.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-190-50x6.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-190-60x7.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-190-100x12.png 100w\" sizes=\"auto, (max-width: 440px) 100vw, 440px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Reviewing the Accrual Groups page<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"599\" height=\"202\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-189.png\" alt=\"\" class=\"wp-image-666\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-189.png 599w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-189-300x101.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-189-50x17.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-189-60x20.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-189-100x34.png 100w\" sizes=\"auto, (max-width: 599px) 100vw, 599px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Groups:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Contains multiple tabs that allow adjustments to various group assignments in Time &amp; Attendance.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Current Assignment:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Displays the employee&#8217;s current group assignment.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Add New:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Using the add new plus button allows an administrator to change the employee&#8217;s group assignment.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Changing an employee&#8217;s Accrual Group assignment<\/h2>\n\n\n\n<p>There are various reasons why an employee may need their accrual group updated within Time &amp; Attendance. These typically occur when an employee goes out on a leave of absence and should not be accruing time off (change to &#8220;On Leave&#8221;), or an employee moves to a geographic location that requires an them to have time off for sick leave (check with your Time &amp; Attendance rep or HR Specialist for more details). This section reviews the steps for adjusting an employee&#8217;s accrual group assignment, using the groups page.<\/p>\n\n\n\n<p><strong>Select Employee<\/strong> \u2013 Choose the employee who requires modification via the master employee drop-down:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"440\" height=\"51\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-190.png\" alt=\"\" class=\"wp-image-667\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-190.png 440w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-190-300x35.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-190-50x6.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-190-60x7.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-190-100x12.png 100w\" sizes=\"auto, (max-width: 440px) 100vw, 440px\" \/><\/figure>\n\n\n\n<p><strong>Add New <\/strong>&#8211; Select the add new plus button to expand the controls on the page<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"215\" height=\"46\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-191.png\" alt=\"\" class=\"wp-image-668\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-191.png 215w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-191-50x11.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-191-60x13.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-191-100x21.png 100w\" sizes=\"auto, (max-width: 215px) 100vw, 215px\" \/><\/figure>\n\n\n\n<p><strong>Add New<\/strong> \u2013 Select the new group from the drop-down.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"362\" height=\"121\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-192.png\" alt=\"\" class=\"wp-image-669\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-192.png 362w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-192-300x100.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-192-50x17.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-192-60x20.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-192-100x33.png 100w\" sizes=\"auto, (max-width: 362px) 100vw, 362px\" \/><\/figure>\n\n\n\n<p><em><strong>Note:<\/strong> There is no effective date to select on accrual group, therefore changes go into effect immediately.<\/em><\/p>\n\n\n\n<p><strong>Save Changes \u2013 <\/strong>Make sure to click the save button to save the changes:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"106\" height=\"57\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-193.png\" alt=\"\" class=\"wp-image-670\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-193.png 106w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-193-50x27.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-193-60x32.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-193-100x54.png 100w\" sizes=\"auto, (max-width: 106px) 100vw, 106px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>The Groups page in Time and Attendance is used to review the accrual group assignment of a particular employee. Adjustments to an employee\u2019s accrual group due to promotion, leave of absence, changes in geographic region, etc. can be made here. Please note that if you are a\u00a0Insperity\u00ae\u00a0HR360\u00a0client, employee accrual group&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[16],"ht-kb-tag":[147],"class_list":["post-664","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-employee-profile","ht_kb_tag-acrrual"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/664","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=664"}],"version-history":[{"count":6,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/664\/revisions"}],"predecessor-version":[{"id":4038,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/664\/revisions\/4038"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=664"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=664"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=664"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}