Accrual Debit Summary report
The Accrual Debit Summary report details out accrual code abbreviations (and paycodes A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick. debited) and the amount of time debited for each employee for the respective day of the week in which a debit has happened during the selected timeframe. This report also includes a daily breakdown of accrual debits for each employee and the total number of accrual debits for all employees contained in the report. This report helps managers identify trends, for example, how often an employee is sick on Mondays.
Note: You cannot change this report, but you can copy it and modify the copy.
Run the report
- From your Report Library, click tap Run Report
- In the Select Report panel, select Timekeeping > Accrual Debit Summary and click tap Select
- In the report panel, select the parameters:
- Click Tap Select Timeframe
- Click Tap Select Hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).
- Click Tap New Hyperfind to create a new Hyperfind. See Hyperfind queries for more information.
- Click Tap Select Locations to open the Select locations glance (also known as a contextual callout) Provides information and actions in a dialog box for an item on the screen when the user right-clicks or taps the item.panel.
- When finished, click tap
- Click Tap Select Timeframe
- Output Format — Select one of the following:
- Click Tap Run report. An In progress message displays while the report is running.
- Click Close
to close the panel. - Click OK when the Report is Completed message appears. If you created a PDF or Excel report, a link appears at the bottom of the Report Library. If you created an interactive report, the report opens in a new tab automatically.The report opens in a new window.
Report contents
The report contains two grids. The first grid includes the following columns:
- Employee Name (ID) — Last name, first name with the employee's ID
- Accrual Code Name — The accrual code from which time or money is debited, such as sick, personal, or vacation time.
- Accrual Effective Date — The date that the debit occurred.
- Day — The effective day of the week on which the debit to the accrual balance occurred.
- Debit amount — The amount debited from the accrual
- Paycode — The paycode associated with the transaction.
The second grid includes the following columns:
- Employee Name (ID) — Last name, first name with the employee's ID
- Accrual Code Name — The accrual code from which time or money is debited, such as sick, personal, or vacation time.
- Debit amount — The amount debited from the accrual
- Monday — If this is accrual effective day, the value is 1. If it is not, the value is 0.
- Tuesday — If this is accrual effective day, the value is 1. If it is not, the value is 0.
- Wednesday — If this is accrual effective day, the value is 1. If it is not, the value is 0.
- Thursday — If this is accrual effective day, the value is 1. If it is not, the value is 0.
- Friday — If this is accrual effective day, the value is 1. If it is not, the value is 0.
- Saturday — If this is accrual effective day, the value is 1. If it is not, the value is 0.
- Sunday — If this is accrual effective day, the value is 1. If it is not, the value is 0.
If applicable, the total number of employees who are not totalized also appears as well as the employee's name (last, first) and ID.
