PR> Reports> YTD Accrual Register
Year To Date Accrual Register
Summary
The Year to Date Accrual Register report displays the year to date accrual amounts of the employees in a
Computer Checks or Manual Checks batch. The report will display the accrued
hours in the batch selected, the current amount used, YTD used, current balance
and limit. You can generate this report on an uncommitted batch.
If you would like to see the accrual balances of all employees, or the employees in a reporting group,
generate an Accrual Register Report (PR> Reports> Accrual Register).
Click here for information on the
Accrual Register Report.
If you would like to see the accrual balance on a single employee, use the
Accrual History tab on the Employee Maintenance window (PR> Maintenance>
Employee> History tab> Taxable Wages sub-tab).
Click here for
information on the Accruals tab of the Employee Maintenance window.
Related Links
Click here for an overview of accruals..
Click here for information on the Report Publisher.
Step by Step
1 Open the YTD Accrual Register window (PR> Reports> YTD Accrual Register).
2 Configure the report.
- In order to run the report, you must select at least one accrual type
and batch.
- The Accrual Type field is used to filter the report by accrual type.
Each accrual type you add to the report will display the accrued hours in
the selected batch, the current amount used in the batch selected, YTD used,
current balance and limit. You must select at least
one accrual type but no more than three.
- The Date Type drop-down menu is used to filter the checks that display in the report by either the Check Date or the Period End Date.
- The End Date field is used filter the checks included in the report to those with a Date Type that occurs before the End Date.
- This field will default to today's date.
- The Department field is used to include a single department on the report.
- Enter a department number or click the Department field label to select a department from a list.
- Departments are created and maintained using the Department Maintenance window (PR> Maintenance>
Department).
- Departments are attached to employees using the Employee Maintenance window (PR> Maintenance> Employee> General Information tab> Department field).
- Enter a union unit code in the Union field to display a single union on the report. Only the employees that belong to
the selected union unit will display on the report.
- Check the Include terminated employees toggle to include terminated employees on the report.
- You can view the status of an employee using the Employee Maintenance window (PR> Maintenance> Employee> General Information tab> Status field).
- Check the Include inactive accruals toggle to include inactive accruals on the report.
- Accruals are set up as inactive on an employee record using the Employee Maintenance window (PR> Maintenance>
Employee> Accruals tab).
- Accruals that are set up as inactive will display on the paycheck but will not accrue hours.
- Check the New page for each department toggle to display a single department on each page of the report.
- The Limit column will display the period cap amount on the
accrual (not the annual cap). The cap amount can be set on either the
accrual record (PR> Maintenance> Accrual) or on the
employee record when the accrual is attached (PR> Maintenance> Employee>
Accruals tab). If there is a cap set on both the accrual
record and the employee record, the cap on the employee record will override
the cap on the accrual record. This allows you to modify the cap on each
employee record.
3 Print the report.
- Press ENTER to generate the report immediately or enter a date and time in the field next to the Print icon
to schedule the report to generate at a later time.
Springbrook Software
® All Rights Reserved 2014
Toll Free Support 866-777-0069