Benefit Accrual Status

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Description


The Benefit Accrual Status Report gives you the benefit amounts for the selected Benefit Project in the current Beneft Year.

 

Note: You must be using the Benefit Accrual functionality within InFocus for this report to return data.

 

Prompt


General

Benefit Project (Required) - The Benefit Accrual Project that the report is to be run for.

 

Report


Report Columns

Accrue Type - The Accrual Type from the Benefit Accrual Setup (Benefit Accrual> Edit (toolbar)> Accrual Type section). Options are Calendar (Anniversary, Calendar & Fiscal) and Hours Worked (allows project exclusions)
Defaults - The Defaults are from the Benefit Accrual Setup (Benefit Accrual> Edit (toolbar)> Benefit Year section).
Maximums - The Maximums are from the Benefit Accrual Setup (Benefit Accrual> Edit (toolbar)> Maximums section).
Accrual Schedule - The Accrual Schedules are from the Benefit Accrual Setup (Benefit Accrual> Edit (toolbar)> Accrual Schedule(optional) section). More on Accrual Schedules
Employee - Employees that are a part of the Accrual.
Current Year - The most recent Benefit Year that has been calculated on a specific Employee.
Accrued YTD - The amount of benefit hours that have been accrued to date.  Note: You must manually "Run Accruals" for these numbers to update.
Hours Taken - Number of hours used by the Employee.  This is calculated by time sheet hours entered against the Benefit Project.
Balance - Accrued YTD minus Hours Taken