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
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