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Human Resources Software

Staff Files 8.0 is the easiest way to manage employee information including time-off accruals, training records, and performance reviews.

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Set Up Accrual Accounts for Time Off and Define Security Settings in Staff Files

Posted by Brandy on October 24, 2011

When you're setting up Staff Files for the first time be sure to set up the auto accrual accounts and define security settings.

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Set Up Accrual Accounts

Accrual accounts are used to identify the types of accruals you’ll maintain for your employees. Common types of accrual accounts include vacation time, sick time, and paid time off (i.e. PTO). In Staff Files, you must define your accrual accounts before setting up policies. You can add an accrual account from the Define menu. You’ll be able to name your own account and choose to accrue time by hours or days. Once you’ve defined your accrual account, you can define your time-off policies using the Auto Accrual Policy wizard.

Define Security Settings

Many people can use Staff Files when your company has a multi-user license. You can limit access to certain types of information or departments, or allow read-only access. You can set up unique usernames and passwords for each manager to secure your company’s confidential personnel records. Set up your usernames and passwords in the Manage Security window that can be found in the File menu. 

Watch this video to see how you can set up the accrual accounts and define security settings in Staff Files.

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