Benefits portlet

The Benefits portlet is available on the
Staff
dashboard.
note
This portlet is available only if you are licensed for the
Staff Management
module and have security permissions to view benefits.
The
Benefits
portlet lets staff review their benefit balances at a glance, including hours earned, used, and remaining. If you have security permissions, you can select the title bar to jump to the
Benefits
tab of the
Manage Staff
screen.
  • Benefit
    : Description of the benefit activity
  • Beg Bal
    : Balance as of the beginning of the benefit year
  • Earned YTD
    : Total hours earned for each type of benefit activity
  • Used YTD
    : Total hours used during the current benefit year
  • Balance
    : (Beginning Balance + Earned YTD) - Used YTD
  • Remaining Accruals
    : Sum of all accruals after the current system date. For Comp Time, Remaining Accruals is always 0.00
  • Carryover Max
    : Maximum hours permitted to be carried over into the next benefit year (from
    Setup
    Activities
    ).
  • To Use
    : (Balance + Accruals) - Carryover Max