This report provides talent accrual history information.
Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.
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Click on the links below for more information:
If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager. |
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Filter Panel
Locating the Analyze Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type ACCRUAL HISTORY
- Click on the Accrual History Report
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This report provides talent accrual history information.
Filter Options
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Parameter Name | Options | Description |
| Division | All available Employers | Use this filter to refine Employer of the Payment Check | |
| Region | All available Regions | Use this filter to refine Region of the Payment Check | |
| Office | All available Offices | Use this filter to refine Office of the Payment Check | |
| Accrual Plan | All available Accrual Plans | Use this filter to refine Accrual Plan of the Payment Check of the Talent | |
| Date Type | Accounting Period Date, Check Date | Use this filter to refine Payment Check by Date Type | |
| Date From | Use this filter to refine Accounting Period Date or Check Date of the Payment Check between the date range | ||
| Date To | |||
| Date Range | None, Yesterday, Today, Tomorrow, Last Week, This Week, Next Month,etc. | When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'. |
Graphs/Widgets
Field Details
- Click here to go to the Payroll Category (list of Analyze Reports)
- Click here for more information on Terms and Filters (Analyze Reports)
- Click here for more information on System Terms (Glossary)
| Field Name | Description | Notes |
| Talent Employer | Talent's Employer | The field is hidden but it can be selected from top to display in the report |
| Talent Region | Talent's Region | The field is hidden but it can be selected from top to display in the report |
| Talent Office | Talent's Office | The field is hidden but it can be selected from top to display in the report |
| Talent ID | Talent's ID from Front Office/Bold | |
| BO Talent ID | Talent's ID from Back Office/Classic | The field is hidden but it can be selected from top to display in the report |
| Talent | Talent's Full Name | |
| First Name | Talent's First Name | |
| Middle Name | Talent's Middle Name | |
| Last Name | Talent's Last Name | |
| Check Employer | Payment Check's Employer | |
| Check Region | Payment Check's Region | The field is hidden but it can be selected from top to display in the report |
| Check Office | Payment Check's Office | |
| Check Number | Talent's Payment Check Number | |
| Check Date | Talent's Payment Check Date | |
| Gross Amount | Payment Check's Gross Amount | |
| Net Amount | Payment Check's Net Amount | |
| Accrual Plan | Talent's Accrual Plan accrued in the Payment Check | |
| Previous Balance | Payment Check's Accrued Unit of Previous Balance Accrual Type | |
| Accrued Unit | Payment Check's Accrued Unit of Accrue Accrual Type | |
| Deplete Unit | Payment Check's Accrued Unit of Deplete Accrual Type | |
| New Balance | Payment Check's New Balance | Calculated as: Previous Balance + Accrued Unit - Deplete Unit |
| Last Pay Rate | Talent's Latest Payment Check's Reg Pay Rate | The field is hidden but it can be selected from top to display in the report |
| Last Week Worked | Talent's Latest Payment Check's Week Worked | The field is hidden but it can be selected from top to display in the report |
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