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

1Open theYTD Accrual Registerwindow (PR Reports YTD Accrual Register).

2Configure the report.

• In order to run the report, you must select at least one accrual type and batch.
• TheAccrual Typefield 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.
• TheDate Typedrop-down menu is used to filter the checks that display in the report by either the Check Date or the Period End Date.
• TheEnd Datefield 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.
• TheDepartmentfield is used to include a single department on the report.
  • Enter a department number or click the field search buttonto 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 theUnionfield 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 field search buttonto 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 theInclude terminated employeestoggle 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 tabStatusfield).
• Check theInclude inactive accrualstoggle 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 theNew page for each departmenttoggle to display a single department on each page of the report.
• TheLimitcolumn 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.

3Print the report.

• Once the required report settings have been specified, click the Print buttonto print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• 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 clickSUBMIT.
• 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. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last three times the report was generated.