Keeping track of client vacation and sick day accruals for Piece Tracker starts on the Client Information screen. Under the 'Piece Tracker Accruals' section, each client must be setup with the following information:
Initial Report Date. This is the date you wish to have the selected client begin tracking accrual hours in Piece Tracker.
Initial Vacation Hours Accumulated. This represents the net number of vacation hours accumulated prior to the Initial Report Date. From the Initial Report Date going forward, all vacation hours will come from Piece Tracker.
Initial Sick Hours Accumulated. This represents the net number of sick hours accumulated prior to the Initial Report Date. From the Initial Report Date going forward, all sick hours will come from Piece Tracker.
Initial Personal Hours Accumulated. This represents the net number of personal hours accumulated prior to the Initial Report Date. From the Initial Report Date going forward, all personal hours will come from Piece Tracker.
Anniversary Date. This is the month and day that the client's accruals begin each year.
ENTERING VACATION AND SICK TIME IN PIECE TRACKER
1. Create a customer named 'Vacation & Sick'.
2. Create jobs named 'Vacation' and 'Sick' using the 'Vacation & Sick' customer.
3. In Setup-Piece Tracker, create two Job Types 'Vacation' and 'Sick' and assign the 'Vacation' job to the 'Vacation' job type, and the 'Sick' job to the 'Sick' job type.
4. Add hourly rates of 0 to each of these jobs. If these hours are to be paid, use the current hourly rate.
5. When adding vacation and sick hours, choose the corresponding job (Vacation or Sick) and document the hours on the Job Details screen as you would for all other jobs.
6. For reporting accruals, use report '185. Piece Tracker Vacation & Sick Accruals'.