Benefits report gives you information about balance of employees’ benefit hours, also breakdown of usage of benefit hours during the specified date range.
Report Sample Images:
After choosing Benefits report from the list of all available reports, in the middle part of the Reports Wizard screen appear some options for report configuration. Here you select any option you would like to apply to the report.
In the header of the report is displayed the following info: company name and logo, report name, date range, ordering criteria, date and time of generating report.
In the body of the report is displayed the balance of benefit hours for each category and each employee.
The list of benefit hours and usage details includes the following information:
Category: Displays code and name of the category.
Employee: Displays code and name of the employee.
Allowed: Displays total sum of benefit hours allowed to use.
Taken: Displays total sum of used benefit hours.
Pending: Displays total sum of benefit hours planned to use in the future (if corresponding miscellaneous entries are already entered).
Left: Displays how many benefit hours are left to use.
Count: Displays how many time benefit hours were used.
Details: Displays table with details of benefit hours accrual and usage. Table includes the following columns:
Amount: Displays amount of added or subtracted benefit hours.
Action: Displays whether benefit hours were added, subtracted, balanced or transferred.
Start: Displays date starting from which added or balanced benefit hours can be used, or date when benefit hours were deducted.
End: Displays date up to which added benefit hours can be used. If benefit hours are subtracted or balanced, End date will be empty.
Type: Displays type of benefit hours accrual or usage. If type is “Hours Adj.”, then benefit hours were added manually. If type is “Balance Adj.”, then benefit hours were balanced manually. If type is “Calc. Hours”, then benefit hours were accrued automatically according to accrual rule. If type is “Given Hours” or “Bonus Hours”, then benefit hours were added automatically according to accrual rule. If type is “Carry Over”, then benefit hours were carried from one cycle to another. If type is “Misc. Entry”, then benefit hours were deducted as a result of adding miscellaneous entry.
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