Card Information window—Payroll Details view—Accruals

In this window you can assign accruals to the selected employee.

If you selected the Carry Remaining Over to Next Year option in the Accruals Information window for a particular accrual, this displays the amount (if any) that was carried over from the previous payroll year. You can change this amount if necessary. Accruals are hours that accumulate on your employees’ payroll transactions.

If you’re setting up payroll for the first time and the employee has carry-over amounts for accruals, you can enter the amounts here. You can also add, edit and delete accruals using this window, by clicking the zoom arrow to open that accrual’s information window.

Field Descriptions

Employee Name

The name of the employee appears in the top left corner of the window.

Card ID

The card ID of the employee appears at the top of the window.

Hire Date

This is the date the employee began working for your company, as entered in the Payroll Details view of their card.

Termination Date

If the employee has left your company, this is the employee’s departure date, as entered in the Payroll Details view of their card.

Select

Click in the column next to an accrual if you want to assign that accrual to an employee. The accruals you select will be displayed in the Pay Employee window and calculated on an employee’s payroll transactions.

Click the icon at the top of this column to select or deselect all the accruals in the list.

Accrual

This column displays a list of all the accruals that have been set up in the Accruals Information window. All accruals are displayed, regardless of whether they've been assigned to the selected employee.

Click the zoom arrow next to an accrual to open the Accruals Information window.

Carry-Over

If you selected the Carry Remaining Over to Next Year option in the Accruals Information window for a particular accrual, this column displays the amount (if any) that was carried over from the previous payroll year. You can change this amount if necessary.

Year-to-Date

This column shows the number of hours of each accrual that the employee has accrued during the current payroll year, if applicable.

Total

This column shows the number of hours of each accrual that this employee has available; it is a total of the carry-over amount and the year-to-date accrued amount.

Action menu

Click to open a shortcut menu of common actions and tasks associated with the selected card record. Choose a task from the list. For example, if you selected a transaction task, the transaction window appears with the selected card record already assigned to the transaction. Actions available from the menu are grouped into areas such as transaction tasks, printing tasks, and contact management tasks.

New

Click to create a new card.

OK

Click to save your changes and close the window.

Tips for this window

Related Topics

■	Entering employee payroll information

■	Creating employee cards