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).

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).

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.
  • Accrual types are created in the Accrual Type Maintenance window (PR> Maintenance> Accrual Type).
  • When accruals are attached to employee records (PR> Maintenance> Employee> Accruals tab), an accrual type is also attached. The accrual type determines how the accrual will display on payroll checks.
• 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.
  • Enter a union unit code or click the Union field label to select one from a list.
  • Union units are created and maintained using the Union Unit Maintenance window (HR> Maintenance> Union Unit).
  • You can view the union unit attached to an employee record using the Employee Maintenance window (PR> Maintenance> Employee> General Information tab> Union field).
• 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.

• Click the Print icon to process 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. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and 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 the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).