Accruable Benefit Balances dialog

Alerts and notices

Use the Accruable Benefit Balances dialog to view the accruable benefit amounts for the selected employee for either the current benefit year or a selected date range. You can choose to include inactive accruable benefit items with balances in the list.

Choose Setup > Employees, click the Accruable Benefits tab, and then click the View Balances button.

Fields & buttons

Filter by. You can choose to display accruable benefit amounts for the entire current benefit year or for a selected date range only. If you choose Selected Range, the From and To fields display so that you can select the start and end dates.

Accruable Benefits list.

  • Live payroll processing: If you've chosen to filter by Current Benefit Year, the list displays the accrual benefit description, benefit year, the next accrual date (for time-based accrual benefit items), beginning balance, amount accrued, amount used, any adjustments, and the currently available amount for the selected employee. If you've chosen to filter by Selected Range, the list displays the accrual benefit description, the next accrual date (for time-based accruable benefit items), the amount accrued, and the amount used.
  • After-the-fact processing: Either filtering option will display only the accrual benefit description and amount used.

Include inactive accruable benefit items with a balance. If you want the list to include inactive accruable benefits that still show balances for this employee, mark this checkbox. It is unmarked by default. 

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