Employees > Accruable Benefits tab

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Use the Accruable Benefits tab of the Employees screen to specify which benefits apply to the selected employee. The information that appears in the grid is that which has been set up in the Setup > Accruable Benefits screen for this client.

Choose Setup > Employees and then click the Accruable Benefits tab.


See also: Adding accruable benefits to an employee record

Fields & buttons

Accruable Benefits grid

You can modify much of the information within this grid to tailor it to the needs of the employee, unless the accruable benefits item has been set up to use a graduated table.

  • Active checkbox. The accruable benefits listed in the grid are those that are set up for the client. Mark the Active checkbox for all accruable benefits that apply to this employee.
  • Description. The accruable benefit description displays in this column.
  • Activation Date. Use this field to enter the date on which the accruable benefit is to become active for the employee. If you leave this field blank, or if the employee record is created from an employee template, the activation date defaults to the date on which the accruable benefit is added to the employee record.

    Note: The Activation Date must be a date that falls within the current benefit year

  • Beginning Balance You can enter the beginning balance for the accruable benefit for this employee in this column. After a balance reset, this beginning balance will automatically default to the amount that was in the Available column of the Accruable Benefits Balances dialog prior to the balance reset.
  • Adjustment You can use this column to manually adjust the employee's available hours by entering either a positive or negative number.
  • Allowance This field defaults to the allowance specified in the Setup > Accruable Benefits screen, but you can override the amount for the employee here if necessary (unless the item is set up to use a graduated table).
  • Carryover Maximum This field defaults to the maximum specified in the Setup > Accruable Benefits screen, but you can override the amount for the employee here if necessary (unless the item is set up to use a graduated table).
  • Ellipsis button Click this button to open the Employee Accruable Benefit Item Settings dialog, where you can view and modify additional options for the selected accruable benefit item for the employee. The purpose and options for the Employee Accruable Benefit Item Settings dialog vary depending on the accruable benefit.

    Note: If the accruable benefit is specified to use a graduated table, the dialog displays a read-only view of the graduated table.

  • View Balances button. Click this button to open the Accruable Benefit Balances dialog, where (if you are processing live payroll) you can view the employee's current accruable benefit balances, including beginning balance, accrued amount, amount used, any adjustments, and the currently available amount. If you are processing after-the-fact payroll, the Accruable Benefit Balances dialog displays the description of the accruable benefit and the amount used.

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