Accumulated Benefit Summary

Overview

Employees earn benefits such as vacation, overtime and other allowances during the year.  These are calculated in each payroll calculation.  The Accumulated Benefit Summary screen displays the balance of each distinct benefit that the employee has, as well as how much they have used thus far for the fiscal year.

Navigation

Human Resources ► Employee Management​ ► Assignment Management ►Accumulated Benefit Summary

The Accumulated Benefit Summary screen includes the following fields

FieldDefinition
EmployeeEmployee field - use for search purposes.
AssignmentAssignment field - use for search purposes.
Fiscal YearFinancial year.
Accumulated BenefitAccumulated Benefit field - use for search purposes. 
BalanceCalculated balance value from Cost Item per Period used during payroll calculation.  This is the available balance.
AccumulatedAccumulated value from Cost Item per Period if "Accumulated" is selected as "Effect on Accumulated Benefit" under Cost Item.  This represents the credits that were given to the employee during the year.
CreditCredit value from Cost Item per Period if "Credit" is selected as "Effect on Accumulated Benefit" under Cost Item.  This represents the credits that were given to the employee during the year.
DebitDebit value from Cost Item per Period if "Debit" is selected as "Effect on Accumulated Benefit" under Cost Item.  This represents the debit transactions that were given during the year.
PaidPaid value from Cost Item per Period if "Paid" is selected as "Effect on Accumulated Benefit" under Cost Item.  This represents the amounts that were paid from this accumulated benefit.
TakenTaken value from Cost Item per Period if "Taken" is selected as "Effect on Accumulated Benefit" under Cost Item.  This represents any time that was taken for this accumulated benefit during the discal year.
Initial EntitlementInitial Entitlement from Cost Item per Period for Entitlement selected as "Transaction Type".