Viewing an employee’s accrual balances

The Accrual Balances section in the Payroll Details tab of an employee’s card displays the accrual amounts that have been carried over from the previous payroll year, the accrual amounts for the year to date, and the total accrual amounts for the employee.

For example, an employee may have 40 hours of accrued vacation pay carried over from the last payroll year. In the current fiscal year, the employee has accrued another 10 hours, but has taken 8 hours of vacation pay. Therefore, 2 hours will be displayed in the Year-to-Date column and the Total column will display 42 hours.

You can also view an employee’s accrual balances and the dates pay was taken in the Accrual Balance Details report. (Note that pay dates are only included if they were entered on employee paycheques.)

To view or edit an employee’s accrual balances

1	Go to the Card File command centre and click Cards List. The Cards List window appears.

2	Click the Employee tab and select the employee. Click Edit. The Card Information window appears.

3	Click the Payroll Details tab.

4	Click Accrual Balances. The Accrual Balances section displays the total number of hours an employee is entitled to take as sick and vacation pay.

5	If necessary, type the accrual hours carried over from a previous period in the Carry Over column next to the accrual category.

6	Click OK and then click Close.

Related topics

■	Reviewing payroll information