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About Benefit Details

The Benefit Details screen allows you to manually enter benefit accruals/debits (depending on the Earning Types you created), as well as display a running total of those manual entries for the pay period. For example, in the screen shot below, you will see that a manual entry has been made for 8 hours on 9/24 with an Earning Type called Used - Vacation (H). In the upper table, the manual entry has been entered into the Used column and has been subtracted from the accrual balance and reflected in the Ending Balance.

Important Note

Manual entries should only be made for those benefit accruals that will not be generated once the Work Rules are run.



  Click the image to view a full size screen shot.

Terms & Definitions

Earning Type

Denotes the earnings codes that can be selected and added/debited to an employee's account.

Starting Balance

Denotes the balance at the beginning of the pay period. The Starting Balance is automatically entered by the system.

Accrued

Denotes the number of hours the employee has accrued during the pay period, based on your manual entries.

Used

Denotes the number of hours the employee has used during the pay period, based on your manual entries.

Expired

Denotes any benefit hours that have expired during the pay period. The system automatically enters this data.

Hours Used for Accrual      

Denotes the number of hours on which the accrual is based. For example, if an employee receives five hours of vacation for every 80 hours they work, you would see 80 entered in this column (see screen shot above). The system automatically enters this data based on how you have configured your Work Rules.

Ending Balance / As Of

Denotes the result of the Starting Balance + Accrued hours - hours that have been Used - hours that have Expired as of the indicated date.

Source

Indicates whether the entry was entered manually or was system generated. For example, if an employee request for vacation during the pay period is approved, you will see a system generated entry for vacation used. (See screen shot above.)

 


 

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