PR> Reports> Compensated Absences

Compensated Absences Report

 

Summary

 

The Compensated Absences Report displays the accruals that have been expensed during a fiscal year. The payroll checks that are included on the report are filtered fiscal year, which is set by the journal entry date entered on the Computer Checks batch during the Calculate Payroll step (PR> Computer Checks> Calculate Payroll).

 

If you would like to view the balance of accruals on an employee using the check date, generate an Accrual Register Report (PR> Reports> Accrual Register). Click here for information on the Accrual Register Report.

You can also view the accrual balance on each employee using the Employee Maintenance window (PR> Maintenance> Employee> Accruals tab). Click here for information on the Accruals tab of the Employee Maintenance window.

 

Related Links

 

Click here for an Overview on Accruals.

 

Step by Step

 

1     Open the Compensated Absences window (PR> Reports> Compensated Absences).

 

2     Configure the report. 

 

  • The Accrual Type field is used to filter the transactions that are included on the report by the accrual type.
    • Accrual types are created and maintained using the Accrual Type Maintenance window (PR> Maintenance> Accrual Types).
    • When an accrual is attached to an employee record (PR> Maintenance> Employee> Accrual tab), the accrual must be attached to an accrual type. The accrual type attached to the accrual will determine how the accrual will display on the paycheck.
    • Check the toggle next to the field title to select or deselect all the accrual types.
  • The Department field is used to display the employees that belong to a single department on the report.
    • Enter a department number or click the field search button to select a department from a list.
    • Departments are created and maintained using the Department Maintenance window (SS> Maintenance> Department).
    • Departments are attached to employees using the Employee Maintenance window (PR> Maintenance> Employee> General Information tab> Departments field).
  • Enter a union unit in the Union field to display a single union on the report. Only the employees that belong to the selected union will display on the report.
  • Enter a reporting group in the Reporting Group field to include only the employees attached to a reporting group on the report.
    • Reporting groups are created and maintained in using the Reporting Groups Maintenance window (PR> Maintenance> Reporting Group).
    • The Reporting Groups Maintenance window is also used to attach employees to a reporting group.
  • The Fiscal Year field is used to select the payroll checks that will be included on the report. The fiscal year of a paycheck is set by the journal entry date entered on the Computer Checks batch during the Calculate Payroll step (PR> Computer Checks> Calculate Payroll> JE Date field).
  • The Additions column on the report displays accrual hours that were manually added to the employee when timecards were created (PR> Computer Checks> Timecards> Accruals tab> Additional column). Accrual hours manually added to a timecard will be multiplied by the manual multiplier on the accrual record (PR> Maintenance> Accrual> Manual Multiplier field).
  • The Usage column displays the accrued hours that were used during the fiscal year. Accrued hours are used by creating timecard line items using a pay code that is attached to an accrual code.
    • Pay codes are created and maintained using the Pay Code Maintenance window (PR> Maintenance> Pay Code). An accrual code is attached to a pay code using the Accrual field.

 

3     Print the report. 

 

  • Once the required report settings have been specified, click the Print button to print your report.
  • Click the options arrow on the right side of the Print button to see other print options.
    • Select PDF to print the report in the default Springbrook PDF format.
    • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
  • Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
    • Enter a Date and Time to generate the report and click SUBMIT.
  • Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
    • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
    • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.