Accrual forecast
Computes and maintains accrual forecasts for employees based on their employment terms and time-off policies.
How it works
The accrual forecast job runs daily and performs the following:
- Identifies employees who need forecast computation (new hires, policy changes, or forecasts nearing expiration)
- Computes forecasts based on configured accrual plugins in the employee’s time-off policies
- Stores forecasts for future materialization into actual time account events
Forecasts are projections of when and how much time-off will be accrued. They are not actual balance changes — those are created by the Accrual materialize job.
When forecasts are computed
The job automatically computes forecasts when:
- An employee has no existing forecast
- The existing forecast’s horizon is about to expire (less than a year remaining)
- Employment terms or time-off policies have changed
Manual run options
When triggering this job manually, you can customize its behavior:
| Option | Description |
|---|---|
| Force Recompute | When enabled, ignores existing forecasts and recomputes from scratch for all employees. Use this after making changes to accrual plugins or policies. |
Run date behavior
The run date determines:
- Which employees are considered “active” (employments ending before the run date are excluded)
- The starting point for forecast computation
Backfilling past periods
To generate forecasts for historical periods:
- Trigger the job manually
- Set the run date to the desired historical date
- Enable Force Recompute to replace any existing forecasts
This is useful when:
- Onboarding employees mid-year who need retroactive accruals
- Correcting misconfigured policies
- Setting up the system with historical data
Job results
| Metric | Description |
|---|---|
computed | Number of forecasts successfully computed |
skipped | Number of employees with up-to-date forecasts (no work needed) |
errors | Number of failures during computation |
processed | Total employees evaluated |
Troubleshooting
| Issue | Solution |
|---|---|
| Forecast not created | Verify the employee has an active employment with terms linked to a time-off policy |
| Wrong accrual amounts | Check the accrual plugin configuration in the time-off policy |
| Forecast shows old values | Run with Force Recompute enabled to regenerate |