Benefit Balances

The Benefit Balances button opens a screen that displays the employee's earned benefit units. For each benefit category, the screen shows beginning balance, ending balance, year-to-date accruals and reductions, etc.

Click on the expand arrow to the right of the record to open it and view the details. The Beginning Balance, YTD Accrual Value, YTD Submit Value and YTD Reduce Value fields are editable.

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

Click on the selection box to the left of each record to be deleted.
A check mark is displayed
Click the Delete button.
If a single record is open, select the Delete button (there are no boxes to select the record).
A message is displayed verifying the record should be deleted. Click on Yes to continue.

The number of benefit units that were earned during the current benefit processing cycle.

The number of benefit units the employee had at the beginning of a benefits processing cycle.

This value is before the accrued units are added and/or the reduced units are subtracted for the current benefits processing cycle.

The net balance of benefit units after benefit accruals have been added and/or benefit reductions have been taken.

This information is updated by one of the following: Employee Download, Benefit Download, or Complete Pay Period Processing.

A pay period for this pay group, defined by the start and end times of the pay period.

The number of benefit units that are awarded to the employee and subtracted from the benefit balance.

When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.

The number of benefit units that were submitted by the employee during the current benefit processing cycle. If the benefit balance is not sufficient for all the submitted value, the Reduce Value may be adjusted.

For example, if an employee submits 8 PTO hours, but only has a balance of 5 PTO hours, based on the time and attendance processing rules the employee may only be eligible to be awarded 5 hours of PTO.

The number of benefit units accrued for the calendar year. This field is updated by the Complete Pay Period processing.

The number of benefit units requested by the employee for the calendar year. This field is updated by the Complete Pay Period processing.

The number of benefit units awarded to the employee for the calendar year. This field is updated by the Complete Pay Period processing.