To open the Employee Accumulator Balance Detail page, select Maintenance from the Time & Attendance menu. Under the Employee heading on the Maintenance page, click the Employee Accumulator Balances link, and then click a specific accumulator from the list on the Employee Accumulator Balances page.

The Employee Accumulator Balance Detail page displays details about an employee's accumulator balance for a specific accumulator. An accumulator tracks how many hours or days an employee has accumulated in one or more earnings codes.

The table below describes the information displayed on the Employee Accumulator Balance Detail page.

Accumulator Definition field

Identifies the accumulator for which information is being viewed. Both the accumulator definition (ID) and description are displayed.

Type field

Identifies the accumulator type, which determines the unit of measure used for the accumulator balance. Each accumulator is defined as either an Hours type or a Days type.

Transaction Type column

Identifies the type of accumulator transaction for which balances are given. The most common transaction types are:

  • Adjusted - Additions or reductions to the accumulator balance recorded manually by a practitioner.

  • Initialized - System-generated transactions created when the accumulator is first implemented.

  • Purged - Automatic transactions generated by the Time & Attendance module to return an accumulator balance to zero. Purges are usually scheduled to occur at the end of a calendar year or fiscal year. Accumulators can be configured to never be purged.

  • Transferred - Additions or reductions that reflect the transfer of an accumulator balance from one accumulator to another. An accumulator can be configured so that its entire balance is transferred to another accumulator. This provides a way to purge the first accumulator while still keeping a record of the accumulated balance.

  • Used - Reductions or additions to the balance caused by timecard records. Note that this category includes both reductions and additions. For example, if an accumulator is configured to track all employees' regular hours, which are reported on the timecard, those hours are included in the "Used" balance.

Year to Date column

Displays the cumulative balance for the accumulator based only on transactions that occurred during the current year.

All column

Displays the cumulative balance for the accumulator based on all historical transactions.

Adjust button

Allows you to adjust the accumulator.