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
Field | Definition |
Employee | Employee field - use for search purposes. |
Assignment | Assignment field - use for search purposes. |
Fiscal Year | Financial year. |
Accumulated Benefit | Accumulated Benefit field - use for search purposes. |
Balance | Calculated balance value from Cost Item per Period used during payroll calculation. This is the available balance. |
Accumulated | Accumulated 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. |
Credit | Credit 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. |
Debit | Debit 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. |
Paid | Paid 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. |
Taken | Taken 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 Entitlement | Initial Entitlement from Cost Item per Period for Entitlement selected as "Transaction Type". |