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Run the Export, then Import to update balances

  1. Run the export in Admin - > Export by clicking the Blue run button.  blue arrow (run) icon. After each run,   download the file to a folder and rename it, appending the date to the file name for reference.

(Note: In place of the user manually downloading the file and saving it with a new name, you could automate this process with the IMU below.)

2. Navigate to “Admin” -> “Import” -> “Person Accrual” function to import the file, browsing to pull Admin -> Import.  For TYPE OF IMPORT, select "Person Accruals” from the dropdown menu. Use the Choose File button to locate the file you previously downloaded and saved, then click Import.

3. You can run the person accrual details report to view the adjustments, which should resemble the report in the screenshot below.

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Configure the IMU (Integration Management Utility) to automate the export and import processes (OPTIONAL)

The process above may be automated via having the IMU run the export template every two weeks. To do this, you would use the "Save Criteria" option, the export would run on a scheduled basis and dump the file into a folder.   It would then be moved to the input directory via the IMU and then imported.

Note: the The IMU configurations will vary greatly by client. Consulting with Professional Services at Unanet is strongly recommended.

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  1. Download IMU file sets from the Unanet Support site.
    1. http://www.unanet.com/content/downloads
    2. Please refer to this Help Link for details of IMU:  http://help.unanet.com/current/unanet_menu/admin/import/integration_management_utility.htm
       
  2. In the export_config file, customize the URL and login credentials. Modify the run.exports line to resemble the following:

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  3. Similarly, modify the import config file. Note that specify the import type to person_accruals.

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  4. Create a separate script file similar to the one below to call the procedures:.

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Lastly, schedule a task to run at desired frequency for importing the accrual adjustments.

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Sample Accrual Template notes

Attached is a sample accrual by hours worked template.  It It uses the accrual plan import (even though the accrual plan isn’t actually posting anything), which allows the users to use the accrual details report and see a history of when the balance was updated. 

In this example, there are only certain hours that are eligible to earn leave. They are pay codes REG, EH, OCON05, 10, 40 and 25. Also, if hours are coded with those paycodes pay codes to any leave tasks, like HOLIDAY, PTO, LWOP etc., hours cannot be earned (alternatively, a LEAVE pay code could simplify this). Finally, after summing up all of these hours, it divides by 10 since, in this example, they earn 1/10 of their eligible hours worked as leave).

Sample logic:  SUM( IF (PAY_CODE IN "REG|EH|OCON05|OCON10|OCON40|OCON25") { IF (TASK_NAME !IN "HOLIDAY|PTO|LEAVE WITHOUT PAY|BEREAVEMENT LEAVE|FAMILY LEAVE|JURY DUTY|UNALLOW HOL + OTHER PD LEAVE|UNALLOWABLE PTO|SHORT TERM DISABILITY|FAMILY MEDICAL LEAVE|LONG TERM DISABILITY|LABOR-ADMIN|SABBATICAL"){ MATH(TSCELL_QUANTITY / 10) } ELSE { 0 }} )

Additional Information

Help Docs - Accrual Plans

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