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The Benefit Balances card displays the beginning and ending balances for all the Benefit categories assigned to the employee. Click the card arrow to open a screen to view the details of accruals, taken, and submitted amounts for the current pay period and for year-to-date totals.
The following fields are available on the Benefit Balances screen:
Category
The Benefit Category this Benefit Plan belongs to
Beginning Balance
The number of units (e.g. hours) the employee started with at the beginning of the pay period.
Ending Balance
The number of units (e.g. hours) the employee has left at the end of the pay period. This value is the Beginning Balance + Accrued units - Taken units.
Eligibility Date
The date the employee became eligible for this benefit plan.
Accrued
The number of units (e.g. hours) the employee has accumulated during the open pay period.
Taken
The number of units (e.g. hours) the employee has used during the open pay period. This includes any approved requests.
Submitted
The number of units (e.g. hours) the employee submitted during the open pay period. This may be different than the Taken value, if not all the units were able to be used. For example if an employee submitted more hours than was allowed, the Submitted units may be more than the Taken units.