Add Custom Accumulation Periods

You can create and manage custom accumulation periods in the Accumulation Period screen of Payroll Setup. See Accumulation Periods.

To add a payroll accumulation period:

Go to Payroll Setup > Accumulation Period and click Add.
Enter a unique name and description.
This name is displayed when you assign the accumulation period in other areas of Dayforce.
In the Period Type drop-down list, either leave Duration Based selected or select Benefit Plan, Fiscal, or Rolling.
Enter a reference code.
Dayforce uses reference codes, also known as cross-reference codes, to integrate into other applications and systems used by your organization, usually in exports and imports. They can also help you identify the different elements in the scripts and processes that export your organization's data from Dayforce.
Select the settings in the Period Details section for the accumulation period type you selected. See the table for details.
Click Save.

Types of payroll accumulation periods that you can create
Type	Settings	Examples
Benefit Plan	Before You Begin: Before you can configure benefit plan accumulation periods in Dayforce, you must make sure that the Benefits module and benefits plans are configured. See Benefits Configuration. The accumulation period type tracks the earning or deduction amount for the duration of a specific benefits plan. The duration is based on the Plan Year Start Date and Plan Year End Date settings for benefits plans in Benefits Setup > Plans and Options. See Plans and Options. When you select Benefit Plan in the Period Type drop-down list, Dayforce displays the Benefit Plan drop-down list in the Period Details section of the accumulation period. This drop-down list only displays benefits plans that are in the published state.	If your benefits plan is set in October and starts in January, amounts are accumulated from January to December.
Duration Based	The time period for Dayforce to accumulate pay. Dayforce calculates the total earnings or deductions within this time period. You can also set whether the time period should start again when the period is finished. Settings: Duration Based (a start date), Period Duration in Months or Days, and Period Recurring. For a start date, you can enter a date in the past to include totals from committed payroll data. For Period Duration in Months or Days, Dayforce adds up the amounts that you enter in these fields. If you set 3 months and 15 days, the duration is 3 months and 15 days. Select the Period Recurring checkbox if you want the accumulation period to start again once completed.	For a two-month recurring period that starts on January 1, the recurring periods are January to the end of February, February to the end of March, March to the end of April, and so on. If a period isn’t set to recur, and an employee earned $500 in the January to February period, the limit was reached, and the employee can’t earn any more under that earning definition.
Fiscal	Before You Begin: You need to have a fiscal calendar in Payroll Setup > Fiscal CalendarSee Benefits Configuration. The fiscal accumulation period is a plan type that references totals within a period in the fiscal calendar. Fiscal accumulation periods automatically recur. Settings: a Fiscal Calendar and a fiscal period: Fiscal Month to Date, Fiscal Quarter to Date, and Fiscal Year to Date.	Fiscal accumulation periods automatically recur. Say you create an earning limit of $500 that references an accumulation type for fiscal month to date. If an employee is at the limit in the current fiscal month, the limit goes back to zero in the next fiscal month.
Rolling	Dayforce references earnings and deductions over a prior, rolling number of weeks, months, or years that you specify. For example, you can use this period type to reference earnings from the current month back to the last 12 months. Settings: Rolling Period, Number of Rolling Periods, Average Result Over Rolling Periods. You select an option - Weeks, Months, or Years - and a number of rolling periods to look back to, such as the last 12 months. You can select the Average Result Over Rolling Periods checkbox for the application to track an average weekly, monthly, or yearly amount rather than the total.	Say you set a rolling period of 2 months. In the current month, the employee has a $60 deduction, and in the last month they have $40. If the Average Result Over Rolling Periods checkbox is cleared, the accumulation period yields $100 for that deduction. However, if you select this checkbox, the accumulation period yields the average of the two months, $50.