Benefit Hours Accruals Processing Form

Use the Benefit Hours Accruals Processing form to accrue employee benefits manually.

Location

To display the Benefit Hours Accruals Processing Fields, complete the following step:

From the Vision Navigation menu, select Human Resources > Benefit Hours > Accruals.

Contents

Toolbar

Field	Description
Run	Click this option to initiate the benefit accrual process based on the date entered in the Accrual Date field. If you clicked yes to print the report and if your firm uses the Deltek First Vision Essentials cloud version of Vision, the Preview window will open instead.
Print	Click this option to view the Benefit Hours Processing Journal in a preview page. If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.
Help	Click this option to view help on processing benefit hour accruals.

Fields

Field	Description
Accrual Date	Enter the date on which to begin accruing data. This date appears in the header of the Benefit Hours Processing Journal. This date also functions as the control date for the benefit hours processing session.
Date of last benefit accruals processing	This field displays the last accrual date that you used. It appears here only for your reference and cannot be changed.
Methods to Include	These options display when the Enable Accruals Based on Hours Worked check box is selected on the Timesheet Tab in Configuration > Accounting > Company Settings. Use these options to calculate and run the accrual process separately for accruals based on either a defined frequency or on hours worked. For example, if you have a timesheet correction or adjustment that occurred after the accrual process was run for all employees, you may need to run benefit accruals for one or more employees with certain accrual settings. Options include: Include All: All employees. Frequency/Schedule: All employees with accrual methods based on either frequency or a schedule that is not set to calculate based on hours worked Hours Worked/Hours Worked Schedule: All employees with accrual methods on either hours worked or on a schedule that is set to calculate based on hours worked.

Postings this Period for Hours Worked Methods Grid

Use this grid to review timesheet postings and the status of the accruals.

Field	Description
Type	This column displays the type of transactions contained in the file. All files contain transactions of the type TS unless you select Show labor adjustments and transfers. Labor Adjustment files display as LA type. Transfer files display as BL type.
Seq	This column displays the file's posting sequence number, a unique number that is assigned by the system that identifies the posting.
Name	This column displays the user name of the person who posted the file.
Posted	The column displays the file's posting date and time stamp.
Status	This column indicates whether or not the file has been processed by Benefit Accruals. Unprocessed means that the file has been posted but has not been processed in Benefit Accruals. Processed means that the file has been processed in Benefit Accruals.

Fields Below the Grid

Field	Description
Show Labor Adjustments and Billing Transfers	The files in the grid display the transaction type TS unless you select this check box to add billing and labor transfer files, which display with a transaction type BL. This is useful when there are hours entered that are associated with the adjustment, or if the project in the transfer is defined as a project to exclude from the calculation in the time analysis setup.
Select All	Click this button to select all timesheet records in the Postings this Period for Hours Worked grid. If you do not select all records, you can select individual timesheet postings, use CTRL to select multiple records, or use SHIFT to select a range of records.