Employee Benefit Accrual History Form

Use the Benefit Accrual History form to enter paid time off (for example, vacation and sick time) accrued by employees prior to the installation cutoff date.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Utilities > History Loading > Benefit Accrual.

Contents

Header Information

Field	Description
Employee	Select the employee for whom to enter historical data.

Grid Options

Field	Description
Insert	To insert a new row, click this option.
Copy	To copy a row, select the row that contains the entry that you want to copy and click this option. Modify the entry as necessary and save the new entry.
Delete	To delete the entry from the grid, select the row containing the entry you want to delete and click this option.

Benefit Accruals Grid

Field	Description
Code	Vision displays the employee's benefit accrual code. You set up the accrual codes on the Benefit Accrual Setup form in Configuration > Accounting > Time Analysis.
Description	Vision displays the descriptions of the benefit accrual code.
Starting Balance	Enter the employee's starting balance for the current active period for the accrual code.
YTD Earned	Enter the number of hours that the employee has earned for the accrual code this year.
YTD Taken	Enter the number of hours that the employee has taken for the accrual code this year.