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Overview
The Benefit Accrual detail is where you manage employees and their accruals.
Field Descriptions
Header
| • | Project Name - Name of the Accrual Project. |
| • | Project Code - Code of the Accrual Project. |
| • | Active - Status of the Accrual Project. |
| • | Check All - Selects all of the items in the grid directly below it. |
| o | Left of Screen - Adds a New Employee to the Members Grid. |
| o | Right of Screen - Adds a Manual Benefit Entry to the Transactions Grid. Requires a Transaction Date, Transaction Amount and a Comment. |
| o | Left of Screen - Deletes the selected Employee. |
| o | Right of Screen - Deletes the selected Benefit Transaction. |
| • | Import Button (arrow pointing to the left into a square) - When selected, all active employees are imported into the Members grid. |
| • | Refresh Button (blue arrows in a circle) - Refreshes the grids. |
| • | Delete Last Accrual Run Button (red circle with white line) - Deletes the Last Accrual Run |
Members grid
| • | Check-box - When checked, the Employee is selected for the actions above. |
| • | Employee - Employee Proper Name. |
| • | Accrued YTD - Accrued hours for the year to date. |
| • | Used YTD - Used hours for the year to date. These are calculated from time sheets that go against the accrual project. |
| • | Current Year Start - The start date for the accrual project for the current benefit year. |
| • | Balance - Accrued minus Used hours |
| • | Delete - When selected, the line will be deleted. |
Note: The Column Choose (gear icon) in the Header can be accessed to add the Employee Code. This is an easy way to hyper-link to the Employee file to check Hire/Accrue Date when setting up the Benefit Accrual.
Transactions grid
| • | Check-box - When checked, the Employee is selected for the actions above. |
| • | Employee - Employee Proper Name. |
| • | Amount - Number of hours for the line item. |
| • | Tx Date - Transaction Date. |
| • | Type - Transaction Type. Used is populated from an approved time sheet. Standard is calculated by InFocus based on the Accrual. Manual is for a manual entry. Carry-Over is for hours carried over from a previous benefit year. |
| • | Comment - Internal Comments. This is populated from the manual entry comment field or by InFocus for carry-over entries. |
| • | Delete - When the red X is selected, the line will be deleted. If there is a black lock icon this entry cannot be deleted as it is system-generated from a time sheet entry. |
| • | Balance - Shows the amount of hours remaining from the Accrual less Used/Manual entries in the Transactions grid. |
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