Employee Accruals - Revision history

Jeffrey: /* Accruals Ribbon Menu */

2024-05-16T16:51:16Z

‎Accruals Ribbon Menu

Jeffrey: /* Accruals Ribbon Menu */

2024-05-16T16:47:13Z

‎Accruals Ribbon Menu

Joel: /* Adjustments */

2022-12-20T23:26:00Z

‎Adjustments

Jeffrey: /* Accruals Ribbon Menu */

2022-06-29T19:41:59Z

‎Accruals Ribbon Menu

Stage: /* Accruals Ribbon Manu */

2020-01-30T15:07:31Z

‎Accruals Ribbon Manu

Stage: /* Accruals Ribbon Manu */

2020-01-30T15:07:17Z

‎Accruals Ribbon Manu

Joel: /* Accruals Ribbon Manu */

2018-06-29T17:30:31Z

‎Accruals Ribbon Manu

Joel: /* Accruals Ribbon Manu */

2018-05-28T15:27:51Z

‎Accruals Ribbon Manu

Joel: /* Accruals Ribbon Manu */

2018-05-28T15:23:57Z

‎Accruals Ribbon Manu

Joel: /* Accruals Ribbon Manu */

2018-05-28T15:01:22Z

‎Accruals Ribbon Manu

@@ Line 27: / Line 27: @@
 Make adjustments to either the earned or the used hours within an accrual period by entering an Hours Earned or an Hours Used adjustment. Add a date based balance maximum to on an individual employee to add/override the accrual group maximums.
-===Accruals Ribbon Menu===
+===Software Ribbon - Accruals Section===
 [[File:Ribbon_with_Accruals_Section_Outlined.png]]
@@ Line 40: / Line 40: @@
-'''How to Recalculate Accruals from an earlier date (i.e. a Locked Pay Period)'''
+'''How to manually recalculate Accruals from an earlier date (i.e. a Locked Pay Period)'''
-# Click the "[[Display Older Data]]" button. (On the Home menu).
+# Click the "[[Display Older Data]]" button. (On the Home menu). Once it is selected, you will see the background of the button turn a light orange.
 ::[[File:Display_Older_Data.png]]
 # Select the employee profile that you want to recalculate the accruals on.
 # Now the Recalculate Accruals button will recalculate retroactively from whatever date is entered next to the Recalculate button.

@@ Line 29: / Line 29: @@
 ===Accruals Ribbon Menu===
-''Recalculate Accruals'' - use this button to recalculate accrual balances when changes are made to an employee (such as starting balances, a change to an employee's accrual group, or a change to the work pattern). This will allow to see the balance updated instantly and not have to wait overnight when all accrual balances are automatically recalculated.
+[[File:Ribbon_with_Accruals_Section_Outlined.png]]
-By default it will recalculate from the earliest open pay period and forward. If a recalculation is needed from an earlier date then the following must be done: 1) Click the "[[Display Older Data]]" button. (On the Home menu). 2) Now the Recalculate Accruals button will recalculate retroactively from whatever date is entered next to the Recalculate button.
+'''Recalculate Accruals''' - use this button to recalculate accrual balances when changes are made to an employee (such as starting balances, a change to an employee's accrual group, or a change to the work pattern/status tab). This will allow to see the balance updated instantly and not have to wait overnight when all accrual balances are automatically recalculated. By default it will recalculate from the earliest open pay period and forward.
-''Export To Excel'' - to print the detail grid. It will export it as an XML file which can be opened with Excel. (Set Excel as the default program for xml files so that it opens automatically in Excel).
+[[File:Recalculate_Accruals_Button_on_Ribbon_Outlined.png]]
 == See also ==
 * [[Employee]]

@@ Line 25: / Line 25: @@
 An employee will start to accrue time from their hire date. Employees employed before the software was installed will accrue time starting with a zero balance from the first accrual period configured in the software, and only when they have hours. These employees need their starting balance and the effective date of this balance entered into the software. Additionally, any time that the employee's accrual balance is reviewed and the employee's accruals "restarted" with an agreed upon balance, additional balances may be entered. The software will only calculate from the latest starting balance entered for that accrual pay type.
-Make adjustments to either the earned or the used hours within an accrual period by entering an Hours Earned or an Hours Used adjustment.
+Make adjustments to either the earned or the used hours within an accrual period by entering an Hours Earned or an Hours Used adjustment. Add a date based balance maximum to on an individual employee to add/override the accrual group maximums.
 ===Accruals Ribbon Menu===

@@ Line 33: / Line 33: @@
 Hold the Shift button when clicking the Recalculate button to see the calculated accruals projected a full year in advance on the Details tab. (By default it will only project 1 to 3 months in advance).
-By default it will recalculate from the earliest open pay period and forward. If a recalculation is needed from an earlier date then the following must be done: 1) Click the "Display Older Data" button. (On the Home menu). 2) Now the Recalculate Accruals button will recalculate retroactively from whatever date is entered next to the Recalculate button.
+By default it will recalculate from the earliest open pay period and forward. If a recalculation is needed from an earlier date then the following must be done: 1) Click the "[[Display Older Data]]" button. (On the Home menu). 2) Now the Recalculate Accruals button will recalculate retroactively from whatever date is entered next to the Recalculate button.
 ''Export To Excel'' - to print the detail grid. It will export it as an XML file which can be opened with Excel. (Set Excel as the default program for xml files so that it opens automatically in Excel).

@@ Line 27: / Line 27: @@
 Make adjustments to either the earned or the used hours within an accrual period by entering an Hours Earned or an Hours Used adjustment.
-===Accruals Ribbon Manu===
+===Accruals Ribbon Menu===
 ''Recalculate Accruals'' - use this button to recalculate accrual balances when changes are made to an employee (such as starting balances, a change to an employee's accrual group, or a change to the work pattern). This will allow to see the balance updated instantly and not have to wait overnight when all accrual balances are automatically recalculated.

← Older revision		Revision as of 17:30, 29 June 2018
Line 30:		Line 30:

	''Recalculate Accruals'' - use this button to recalculate accrual balances when changes are made to an employee (such as starting balances, a change to an employee's accrual group, or a change to the work pattern). This will allow to see the balance updated instantly and not have to wait overnight when all accrual balances are automatically recalculated.		''Recalculate Accruals'' - use this button to recalculate accrual balances when changes are made to an employee (such as starting balances, a change to an employee's accrual group, or a change to the work pattern). This will allow to see the balance updated instantly and not have to wait overnight when all accrual balances are automatically recalculated.
		+
		+	Hold the Shift button when clicking the Recalculate button to see the calculated accruals projected a full year in advance on the Details tab. (By default it will only project 1 to 3 months in advance).

	By default it will recalculate from the earliest open pay period and forward. If a recalculation is needed for the previous periods too, it will need to be recalculated from day one: 1) Click the "Display Older Data" button. (On the Home menu). 2) Now the Recalculate Accruals button will recalculate retroactively. The tool tip on Recalculate Accruals will display as either "Recalculate accruals from day one" or "Recalculate accruals from the earliest open pay period".		By default it will recalculate from the earliest open pay period and forward. If a recalculation is needed for the previous periods too, it will need to be recalculated from day one: 1) Click the "Display Older Data" button. (On the Home menu). 2) Now the Recalculate Accruals button will recalculate retroactively. The tool tip on Recalculate Accruals will display as either "Recalculate accruals from day one" or "Recalculate accruals from the earliest open pay period".

@@ Line 31: / Line 31: @@
 ''Recalculate Accruals'' - use this button to recalculate accruals balances when changes are made to an employee (such as starting balances, a change to an employee's accrual group, or a change to the work pattern). This will allow to see the balance updated instantly and not have to wait overnight when all accrual balances are automatically recalculated.
-By default it will recalculate from the earliest open pay period and forward. If a recalculation is needed for the previous periods too, it will need to be recalculated from day one:
+By default it will recalculate from the earliest open pay period and forward. If a recalculation is needed for the previous periods too, it will need to be recalculated from day one: 1) Click the "Display Older Data" button. (On the Home menu). 2) Now the Recalculate Accruals button will recalculate retroactively. when the mouse is on the button it will show "Recalculate accruals from day one". The tool tip on Recalculate Accruals will display as either "Recalculate accruals from day one" or "Recalculate accruals from the earliest open pay period".
-−
-. Click the "Display Older Data" button. (On the Home menu).
-. Now the Recalculate Accruals button will recalculate retroactively. when the mouse is on the button it will show "Recalculate accruals from day one".
-−
 The tool tip on Recalculate Accruals will display as either "Recalculate accruals from day one" or "Recalculate accruals from the earliest open pay period".
 ''Export To Excel'' - to print the detail grid. It will export it as an XML file which can be opened with Excel. (Set Excel as the default program for xml files so that it opens automatically in Excel).