My Employees Can No Longer Request Time Off in R365. What Is Wrong?
How To Resolve the “No Current Accrual Balances” Error in Restaurant365 After Payroll App Reversion
The cloud-based Restaurant365 platform has become a go-to tool for restaurant management, streamlining operations from payroll to accounting and HR functions. However, transitioning to or from any add-on, such as the Restaurant365 payroll application, can sometimes create issues that impact the broader system, as seen with recent cases related to time-off requests.
If you’re experiencing issues with employees being unable to request time off through the Restaurant365 mobile app, you’re not alone. Many clients have recently reported that their staff, who previously had no trouble requesting time off, are now encountering an error message stating “No Current Accrual Balances”.
In this article, we’ll explore the causes of this issue, why it commonly occurs after uninstalling the Restaurant365 payroll module, walk through the troubleshooting steps to resolve it, and provide guidance to ensure a smooth transition for future changes in payroll and employee management configurations.
The Cause of the “No Current Accrual Balances” Error
This error is commonly triggered by inconsistencies in the database configuration related to time-off accrual rules and the system of record for employee data. Initially, the Restaurant365 payroll module moves the system of record for employee data from the Point of Sale (POS) database to Restaurant365’s cloud database, introducing specific configurations for time-off accrual within the mobile app.
When the payroll module is removed, certain settings may persist, resulting in residual configurations that lead to time-off request errors, particularly the “No Current Accrual Balances” message.
Here’s why it occurs:
- Database Configuration Change: Switching to the Restaurant365 payroll application changes the system of record for employee data from the POS database to Restaurant365’s cloud database.
- Residual Configuration After Removal: When Restaurant365 payroll is uninstalled, it does not automatically revert all configuration changes, leaving some settings intact, which can disrupt employee time-off requests.
- Unconfigured Time-Off Accrual Rules: The system may retain certain time-off accrual configurations that are no longer accurate. That in turn leads to misinterpreted time-off balances, resulting in the “No Current Accrual Balances” error.
Step-by-Step Resolution
To address this issue effectively, several key configuration changes need to be made:
- Revert System of Record for Employee Data: Access the Restaurant365 backend and reconfigure the employee database system of record to point back to the POS database, ensuring that employee data management returns to its previous setup. (classic view/Admin/Preferences/Miscellaneous/Employee Master ->POS)
- Disable Residual Time-Off Accrual Rules: Locate and disable any remaining time-off accrual rules that were configured by the Restaurant365 payroll module. This prevents the system from attempting to enforce time-off limits that may no longer apply under the original payroll setup. (Smart Ops/Employees/Time Off/Unassign Accrual Rule)
- Mobile App Reinstallation for Employees: Instruct all employees to uninstall and then reinstall the Restaurant365 mobile app on their devices. This will clear any residual configurations on the app side, and allow the app to sync with the correct system of record, ensuring accurate time-off calculations.
- Testing and Verification: After making these adjustments, test the system with several time-off requests to confirm that employees no longer encounter the error and that time-off accruals are accurately reflected.
Conclusion
Reverting back from the Restaurant365 payroll application can introduce residual configuration issues that interfere with time-off request functionalities. By carefully resetting the system of record for employee data, disabling leftover time-off accrual rules, and prompting employees to reinstall their mobile apps, these errors can be resolved effectively. Additionally, it’s crucial to run a comprehensive system test after making these adjustments to ensure that all configurations are correct and that time-off requests function as intended.
For clients considering changes to their payroll systems, especially if reverting to a previous setup, planning for a configuration review and consulting with Restaurant365 support can help mitigate potential issues. This approach ensures that all residual data is cleared, minimizing disruptions and maintaining a smooth operational flow for employees and administrators alike.