Summary

The Compensated Absences Report displays the accruals that have been expensed during a fiscal year. The payroll checks that are included on the report are filtered fiscal year, which is set by the journal entry date entered on the Computer Checks batch during the Calculate Payroll step (PR> Computer Checks> Calculate Payroll).

If you would like to view the balance of accruals on an employee using the check date, generate an Accrual Register Report (PR> Reports> Accrual Register).

You can also view the accrual balance on each employee using the Employee Maintenance window (PR> Maintenance> Employee> Accruals tab).

Step by Step

1     Open the Compensated Absences window (PR> Reports> Compensated Absences).

2     Configure the report.

• The Accrual Type field is used to filter the transactions that are included on the report by the accrual type.
  • Accrual types are created and maintained using the Accrual Type Maintenance window (PR> Maintenance> Accrual Types).
  • When an accrual is attached to an employee record (PR> Maintenance> Employee> Accrual tab), the accrual must be attached to an accrual type. The accrual type attached to the accrual will determine how the accrual will display on the paycheck.
• The Department field is used to display the employees that belong to 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 (SS> Maintenance> Department).
  • Departments are attached to employees using the Employee Maintenance window (PR> Maintenance> Employee> General Information tab> Departments field).
• Enter a union unit in the Union field to display a single union on the report. Only the employees that belong to the selected union 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 units attached to an employee record using the Employee Maintenance window (PR> Maintenance> Employee> General Information tab> Union field).
• Enter a reporting group in the Reporting Group field to include only the employees attached to a reporting group on the report.
  • Reporting groups are created and maintained in using the Reporting Groups Maintenance window (PR> Maintenance> Reporting Group).
  • The Reporting Groups Maintenance window is also used to attach employees to a reporting group.
• The Fiscal Year field is used to select the payroll checks that will be included on the report. The fiscal year of a paycheck is set by the journal entry date entered on the Computer Checks batch during the Calculate Payroll step (PR> Computer Checks> Calculate Payroll> JE Date field).
• The Additions column on the report displays accrual hours that were manually added to the employee when timecards were created (PR> Computer Checks> Timecards> Accruals tab> Additional column). Accrual hours manually added to a timecard will be multiplied by the manual multiplier on the accrual record (PR> Maintenance> Accrual> Manual Multiplier field).
• The Usage column displays the accrued hours that were used during the fiscal year. Accrued hours are used by creating timecard line items using a pay code that is attached to an accrual code.
  • Pay codes are created and maintained using the Pay Code Maintenance window (PR> Maintenance> Pay Code). An accrual code is attached to a pay code using the Accrual field.

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).