Toast Payroll: Recalculate Accruals for TAFW

• When would we press the Recalculate Accruals button on an employee's TAFW page?
• How does the Recalculate Accruals process work?

When would we recalculate accruals for TAFW?

The most common reason we would want to select Recalculate Accruals is when a change is made to the accrual rates of an existing TAFW tier. We would then recalculate accruals to force the system to go back and recalculate the accruals based on the updated setup. To do this, navigate to an employee's profile and select Time Off > Accrual History > Start for Recalculate Accruals.

How does the process actually work?

When the Start button is first pressed, the system first zeros out all TAFW buckets for the employee. It then (by date, starting with the bucket's start date on the Current Plan Details tab) goes through all accruals the employee would have received based on their current setup and any manual adjustments made on the employee's profile. 

This button should not be pressed when the employee changes tiers, causing their buckets to zero out unless the customer wants the buckets to calculate as if the EE was always in the updated tier. If they want to ensure the employee's previous accruals pull through to the new tier, the customer will need to manually add these.