Accrual Report

This report lists each accrual policy that the employee is assigned to and the Awarded, Used and Available totals for each.

Report Criteria

The Report Criteria screen opens when you click on the report from the main "Reports" section of the software. This is where you tell the system what data you would like it to report on.

• The drop-down menu at the top of the screen allows you to select a different report without navigating back to the main "Reports" screen.

• Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window.  With this option de-selected the report is displayed directly below the Report Criteria section of the screen.

• The Employees field allows you to select which employees will be included in this report. By default all employees are included. Click on the icon to exclude employees. This setting includes four selection boxes. Two each for "Department," and "Employee." Any department or employee listed in the Invisible box will not be included on the report. Select the desired departments/employees and use the arrow icons to move them to the Visible section of the screen.
  Note: By default, all employees are included on the report. Use Quick Search to search for specific employees by first and last name, card number or employee ID.

• The Additional Filters section of the screen allows you to select what types of data you would like to include on the report. Click on the icon to display the additional filtering options.

• If you would like to display data on a specific Employee Status, Pay Period or Supervisor only, make the desired selections from the drop-down menus.

• Put a check mark in the box next to each type of data that you would like the report to display.

• Use the Sort by fields to select how the information on the report will be sorted.  Two sort levels can be specified.
  Example: "Department" is selected in the first field, and "Employee Name" is selected in the second.  The report will be sorted first by the department level that the employees are assigned to, and then alphabetically by employee name.

Once you have specified the desired report criteria, click on the [GENERATE REPORT] icon. The report is displayed at the bottom of the screen.

Report Output

Note: Report output varies depending on the report criteria and filters selected.

• The Name column displays the employee's name.

• The ID specified for the employee in the system is displayed in the ID column.

• The employee's card number is displayed in the Card column.

• The department level that the displayed punch is assigned to is displayed in the Department column. This setting will reflect the employee's default department level unless a department number was manually specified with the punch.

• The Supervisor column displays the supervisor that the employee is assigned to.

• The Accrual column displays the name of the accrual policy assigned to the employee.

• The Last Calculated column displays the date and time of the last time that hours for this policy were calculated.

• The Manually Adjusted column displays the number of hours for this policy that have been manually edited in the system (if applicable).

• The Awarded column displays the total number of hours that have been awarded to the employee for this accrual  policy.

• The Carryover column displays the number of accrual hours that have been carried over from a prior year.

• The Used column displays the total number of accrual hours that have been used by the employee.

• The Expired column displays the number of accrual hours that were not used before the specified expiration date.

• The number of accrual hours available for the employee to use are displayed in the Available column.

Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file. Click on the [PRINT] icon to print the report.