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.

    details button highlightedSummary menu option highlighted
  • 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. 
      • Time Entry – Time Entry recording the time off on the timesheet.

      • Manual Information Modification – a manual edit done to the balance.

      • Manual Execution – execution of the profile rules that was manually executed by a user.

      • Automatic Execution – execution of the profile rules that was triggered automatically according to the profile set up.