How do I view and understand the Accruals History for my employees?
The ability to see the historical data that makes up the accrual balances.
- An Accruals History report is available under My Employees > Accruals > Accruals History.
- The View Summary button displays a summary of the Accruals History per day.
- The View Details button displays a detailed report of the Accruals History per day.
- Column Meanings:
- Added/Date Added – the physical date in which the transaction was added to the account.
- Range – the date that the transaction applies to.
- Time Off – They type of Time Off.
- Employee ID – the Employee the transaction refers to.
- Transaction Type - what type of transaction occurred in the system to cause the change in accrual balance.
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Time Entry – Time Entry recording the time off on the timesheet.
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Manual Information Modification – a manual edit done to the balance.
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Manual Execution – execution of the profile rules that was manually executed by a user.
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Automatic Execution – execution of the profile rules that was triggered automatically according to the profile set up.
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