Employee Benefit Report

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Description


The Employee Benefit Report give an employee a detailed summary of their Benefit balances.  You must be using the Benefit Accrual feature for this to populate with data.

 

 

Prompt


 

Benefit Project - The Benefit to report on. You must be using the Benefit Accrual feature and be a member of the Accrual Project for this drop-down to populate with data.

 

Report


Report Columns

Project - Benefit Project. If using an overriding name, it will show, otherwise the standard project name is displayed.
Current Benefit Year - Displays the date range of the most recently run Benefit year.

 

Accrual Transactions

Transaction Date - Date of the transaction.
Amount - Hours of the transaction
Type - Type of Transaction. Options are Standard, Used, Adjustment and Carry-Over
Comment - Description of the transaction.

 

Summarized By Type

Transaction Date

 

Drill-through Report

Transaction Type - Type of Transaction. Options are Standard, Used, Adjustment and Carry-Over
Amount - Summarized hours by Transaction Type

 

Sample(s)