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 turned on, ignores existing forecasts and recomputes from scratch for all employees. Use this after making changes to accrual plugins or policies. |
| Horizon Months | How many months into the future to forecast. Leave empty for the default of 12 months. |
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
- Turn on 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 turned on to regenerate |