Accruals and Balances | StarGarden 6 Core HR

Summary of the Accruals & Balances Functionality:

The Accruals and Balances functions of the StarGarden HR provides the ability to define and accrue into any number of user defined balances. Default plans are defined and assigned to groups of employees upon entry into the system.

These plans can be changed or filled out at any point and mass assigned to the employees affected by the change.

Accruals allow for complex calculations that can be based on user defined "buckets" of earnings. Balances can be automatically fed through the accrual process that is run with payroll or they can be manually fed or adjusted at any point. Accruals are associated with the default Balance plans and can also be changed and assigned to the employees affected.

Features

  • Unlimited number of user defined balances
  • On-line review of summarized total of debits/credits and balances
  • Accrual of both hours and/or dollars
  • Maximums on accrual or balances
  • Predefined alternative banks when at maximum
  • Optional cycles separate from calendar year (e.g., vacation year)
  • Transfers between banks, between years within same bank (roll-overs)

Accruals and Balances Overview

Managing leave banks, accrual rules, and balance structures across multiple unions and collective agreements means handling rules that differ by bargaining unit, cycle, and entitlement type. StarGarden 6 gives HR and Payroll teams a configurable system for defining, tracking, and managing all of it in one place.


Balances can be fed automatically through the payroll process or adjusted manually at any point, and accrual calculations can reflect complex earnings-based rules specific to your collective agreements and workforce groups.

Key Capabilities

Accruals and Balances includes capabilities to support balance definition, accrual rule configuration, plan administration, and ongoing balance management.

Define unlimited balance types

Create any number of user-defined balances to reflect your organization's actual leave programs, banks, and accrual structures. Each balance type can be configured independently to match your specific requirements, including CBA-driven leave entitlements and group-specific plans.

Accrue hours, dollars, or both

StarGarden 6 supports accrual of both hours and dollar amounts, based on user-defined "buckets" of earnings. That gives teams the flexibility to calculate accruals from the earnings types that actually drive entitlement under your collective agreements or HR policies.

Set maximums, caps, and overflow banks

Apply maximums on accruals or balances, and define predefined alternative banks that activate automatically when a primary balance reaches its cap. This keeps balance management consistent and reduces manual intervention when employees hit entitlement limits.

Support non-calendar accrual cycles

Define optional accrual cycles that run separately from the calendar year, such as a vacation year that starts on a different date. This gives organizations the flexibility to match accrual cycles to their actual leave and payroll practices.

Manage transfers and rollovers

Support transfers between banks and rollovers between years within the same bank. This gives HR and Payroll teams the tools to handle year-end balance carryover rules, banked time programs, and other balance movement scenarios accurately.

Feed balances automatically or manually

Balances can be fed automatically through the accrual process that runs with payroll, or fed and adjusted manually at any point. Default plans are assigned to employee groups and can be mass-updated when plan rules change.

How Accruals and Balances Works

StarGarden 6 manages accruals and balances through a configurable plan structure, giving HR and Payroll teams a consistent way to define, run, and maintain balance rules across employee groups and collective agreements.

Define balance plans and accrual rules

Start by defining balance types and accrual plans that reflect your organization's leave programs, CBA requirements, and workforce group structures. Default plans are assigned to employee groups on entry, with the ability to mass-assign updated plans when rules change.

Run accruals with payroll or adjust manually

Accruals run automatically as part of the payroll process, calculating entitlement based on user-defined earnings buckets and accrual rules. Where manual adjustments or corrections are needed, HR and Payroll teams can feed or adjust balances directly at any point.

Review and manage balances online

HR and Payroll teams can review a summarized total of debits, credits, and balances online at any time. Maximums, caps, overflow banks, and rollover rules keep balance management consistent without requiring manual monitoring.

Full Connectivity Across StarGarden 6

Accruals and Balances connects directly to the modules, processes, and workflows across StarGarden 6, ensuring balance rules and entitlements stay accurate and consistent throughout the system.

Core HR

Accruals and Balances connects directly to Employee Demographics, Benefits Management, and Payroll within Core HR. Balance plans link to employee records and groups so accrual rules stay aligned with CBA-driven entitlements. The accrual process runs with payroll automatically, keeping balance calculations in sync with earnings data and pay periods without manual reconciliation.

Extended HR

Leave entitlements and balance records connect to Employee Relations and Health and Safety within Extended HR, keeping the broader employee record accurate and consistent as leave activity and workforce events occur.

Workflow

Leave requests submitted through employee or manager self-service route through StarGarden 6's embedded workflow toolset for approval, then update balances automatically on approval. Time and Attendance connects to balance records so leave taken is reflected accurately, and managers get visibility into current balances as part of the approval process.

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Accruals and Balances Built for Complexity

Define, track, and manage leave banks, accrual rules, and balance structures in one connected StarGarden 6 system.

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