01
Define eligibility and earning
Identify the employee group, tenure, effective date, and policy that determines earning. Review caps, carryover, and payout requirements with the people responsible for the policy before configuration.
PHI HCM • THE STANDARD FOR MODERN HCM
Phi HCM module
Accrual balances that stay accurate as policies change.
Manage how time is earned, used, adjusted, paid out, and carried forward with policy-aware balances employees and managers can understand.
Request an Accruals demoWhat Accruals helps you do
- Policy-based earning and eligibility
- Current and projected balances
- Payout and adjustment controls
- Transparent employee and manager visibility
What to evaluate
Choose the capability that fits the way you work.
- Can policies vary by location, tenure, or employee group?
- Can balance changes be traced and explained?
- Can accruals connect to time, leave, and payroll processes?
Explore the workflow
Explain how a time-off balance changes.
PTO tracking is more useful when employees and administrators can understand the earning rule, usage, adjustment, and effective date behind a balance. Use fictional records to evaluate your policies.
02
Trace a balance change
Compare a starting balance with earned time, approved usage, and an authorized adjustment. Ask which dates and entries are included in current and projected balances.
03
Reconcile connected activity
Review how a leave request, corrected timecard, or payout affects the balance and downstream payroll process. Confirm who can approve corrections and explain the change to the employee.
Questions about Accruals
Understand the software and the scope.
Is accrual management the same as PTO tracking?
PTO tracking usually focuses on balances and usage. Accrual management also addresses how time is earned, eligibility, adjustments, caps, carryover, and payouts. Confirm which policies and calculations your deployment requires.
Can a projected balance differ from today’s balance?
Yes. A projection may depend on future earning, planned usage, and effective dates. In your demo, compare the assumptions behind the projected value with the transactions already reflected in the current balance.
How should we evaluate a carryover rule?
Use synthetic year-end examples below, at, and above your policy limit. Review the effective date, resulting balance, correction process, and related payout requirements. Confirm policy interpretation with your responsible HR team.
Build your HCM scope
See how this module fits your workforce.
Review product availability, configuration, licensing, and connected services for your proposed deployment in a focused demonstration.