Initial Balance

When adding an association for a person to an accrual plan, the Administrator has the option of providing an initial balance.  Currently, the following three options are available:

• None -- If this option is specified, the accrual association will be created without any particular beginning balance being recorded in the user's accrual details.

• Enter Balance -- if this option is specified, the administrator will provide a specific number of hours to be recorded as a beginning balance.  An entry will be made in the user's accrual details indicating the initial balance transaction.

• Transfer Balance from existing accrual period -- If this option is specified, the administrator is indicating that any remaining balance from another association is to be moved to this association.  
  
  One possible example of this situation would be when a user is promoted and being moved from a Non-Management Accrual Plan to a Management Accrual Plan and wants to move over any current remaining balance.  

Note that the old assignment associated with the old accrual plan will have its budget updated with an amount equal to total leave taken, effectively leaving zero available additional accrued time on that old assignment.  The new assignment associated with the new association will be initialized with the available balance.  Both transactions will be reflected in the user's accrual details.