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.

 

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 field search button 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. 

 

  • 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.