The Accruals View feature allows a time reporter to view scheduled, used, and unused time off benefits on a terminal by swiping a badge and pressing the Accruals View button on the terminal. For large form devices, all balances are displayed on a single form. For smaller form devices (for example, 9520 two line display), balances are displayed a few lines at a time, with the ability to scroll to the next page of display. If you want each record to display on a single form, it is recommended to have no more than eight (8) rows of Resultset fields on a terminal. In order to have only eight rows of data display, you must modify the Leave Accrual Balances settings in the Form Profile you are using.
See Also:
Add Accruals View to a Menu Tree
Accruals View Field Descriptions
Modify the Accruals View Fields in a Form Profile
This feature requires the following:
You must have the Balance View Forms module included in your license file.
The Balance View Forms module must be enabled.
To check if the module is included in your license and enabled:
Click Main Menu > Configuration > System > Licensing.
On the License Modules tab, select the Module Name called Balance View Forms.
Ensure that the Licensed and Module Enabled check boxes are selected.
Leave Accrual Balances is available in the TERMINAL_DEFAULT Menu Tree. It allows the Leave Accrual Balances menu button to display on a terminal. If the Leave Accrual Balances menu item has been removed, however, you must add it to the Menu Tree of the applicable Terminal Profile. To do so, use the following steps:
Click Main Menu > Configuration > Form Configuration > Menu Tree.
Select the Menu Group Name for the Terminal Menu to which you want to add the Accruals View.
Click Add Event.
Select Accruals View (ACCRUALS_VIEW).
Click Save.
When a time reporter clicks the Accruals View menu button on a data collection terminal, the following fields can display. You can add or remove these fields using the Form Profile form (see below).
Active
Indicates whether the balance is active (1) or inactive (0). Employees can only use active balances.
Available
Used to determine if the employee has sufficient hours available to cover an event at the time of posting. The Available hours are calculated as follows:
Available Hours = Carry Over Hours + Earned Hours – Used Paid Hours – Used Unpaid Hours.
Leave Type Code
Categories such as FMLA, Sick, or Vacation that time off can count against. These codes are maintained in the Leave Type Code form.
Balance Value
The numeric value is the total number of units available for the balance in the specified Year. This value is automatically calculated by the system when a Time Off request is approved, the ATTENDANCE service runs, or an elapsed transaction is posted to the timecard.
The Balance Value is used to determine if the employee has sufficient hours available to cover an event at the time of posting. The Balance Value is calculated as follows:
Balance Value = Carry Over Hours + Earned Hours – Used Paid Hours – Used Unpaid Hours – Approved Hours
Carry Over
Total number of units carried forward from the balance in the previous balance period. Carryover is performed by the ACCRUAL service.
If the previous balance period is still open after carryover has occurred, and a change is made to the previous balance period, this change will affect the Carry Over amount in the current balance period as well. For example, an employee has a vacation balance of 50 hours at the end of the balance period. When the ACCRUAL service creates the balance record for the next period, these 50 hours carry over to the next period. However, the employee’s supervisor forgot to post the employee’s 40 hours of vacation during the last week of the previous balance period. When the supervisor posts these 40 hours, the balance in the previous period goes from 50 to 10. The Carry Over amount for the current period also changes from 50 to 10.
Description
A description on the leave type code.
Earned
Total accrued units for the current balance period.
Employee
Person number of employee who is logged into the client terminal.
Rem. Hours
The Remaining hours are calculated as follows:
Remaining Hours = Available Hours – Scheduled Hours – Requested Hours
Req. Hours
Time off hours that have been requested.
Sch. Hours
Requested time off that has been approved.
Start Date, End Date
Indicates the balance period's Start and End dates.
Unit of Measure
Identifies the kind of quantity that the leave type code is measuring.
HOURS: The leave type code quantity is listed in hours. This is the default value.
DAYS: The leave type code quantity is listed in days.
OCCURRENCES: The leave type code quantity is listed in occurrences (for example, a floating holiday).
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Used Paid
Total paid balance units that have been used since the Start Date. Balance units are marked as Used Paid when an event posts that is configured to draw from the specified leave type code and it has the PAY_INDICATOR setting of Paid or Paid With Balance.
Used Un-Paid
Total paid balance units that have been used since the Start Date. Balance units are marked as Used Un-Paid when an event posts that is configured to draw from the specified leave type code and it has the PAY_INDICATOR setting of Unpaid.
Year
Identifies the year to which the accruals the record applies.
You can limit the number of fields that apply to Leave Accrual Balances. Any changes you make will reflect on the terminal. The completion of this task will modify the number of Leave Accrual Balance fields displayed on the terminal.
The Default Form Profile includes all fields available for the Leave Accrual Balances. To modify the number of fields displayed on the form, you have to modify a custom Form Profile (see below), or create a new form profile with unique Leave Accrual Balances settings (see Form Profile).
Click Main Menu > Configuration > Form Configuration > Form Profile.
Select the Form Profile Name you want to modify.
Click the 
button next to the Terminal
Forms item and select Leave Accrual Balance.
In the Resultset Fields section, the items in the Selected box will display on the terminal. The items in the Available box will not display on the terminal. Move the items from the Available box to the Selected box, or vice versa.
Click Save after you have finished your selection.