Talent - Current Accrual Balance Report (BOLD Analyze)

The Talent - Current Accrual Balance Report provides Talent accrual information as of the day the report is run.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click on the links below for more information:

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

 

CHAPTERS

Legend
    Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details

 

 

Legend

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Filter Panel

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Locating the Analyze Report

  1. Click on Analyze Tab
    The Reports Sub Tab will automatically be selected
  2. In the Search Reports field, type CURRENT
  3. Click on the Talent - Current Accrual Balance Report

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Logic

The Talent - Current Accrual Balance Report provides Talent accrual information as of the day the report is run.

 

 

Filter Options

mceclip0.png Parameter Name Options Description
Division All available Employers Use this filter to refine Employer of Talent
Region All available Regions Use this filter to refine Region of Talent
Office All available Offices Use this filter to refine Office of Talent
Accrual Plan All available Accrual Plans Use this filter to refine Talent's Accrual Plan
Show Balance > Than Free Text Should only pass money value
On Placement Yes/No/Both Use this filter to refine if the Talent is on Placement or not.

 

 

Graphs/Widgets

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Field Details

Field Name Description Notes
Talent Employer Talent's Employer  
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  
Talent ID Talent's ID  
BO Talent ID Talent's ID from BackOffice/Classic The field is hidden but it can be selected from top to display in the report
Talent Talent's Name  
First Name Talent's First Name  
Middle Name Talent's Middle Name  
Last Name Talent's Last Name  
Talent Status Talent's Status  
On Placement Talent's On Placement value.  If Talent is on placement then the displays Yes, if not then displays No.  
Is W2 Talent's W2 value.  If Talent is W2 then displays Yes, if not then displays No.  
Accrual Plan Talent's Accrual Plan Name  
Rate Talent's Accrual Plan Rate  
Rate Based On Talent's Accrual Plan Rate Type.  The value will be like Per Hour, Per Pay Period.  
Balance Unit Talent's Accrual Plan Balance  
Accrual Date Entered Talent's Accrual Plan Entered Date  
Date Based On Talent's Accrual Plan Date Type.  The Value will be like Calendar Date, Anniversary Date  
Pay Period Limit Accrual Plan's Pay Period Limit  
Yearly Limit Accrual Plan's Yearly Limit  
Accrual Start Date Accrual Plan's Start Date  
Active Displays if Accrual Plan is Active or not  
Last Pay Rate Talent's latest Placement pay rate of Reg pay code. The field is hidden but it can be selected from top to display in the report
Last Week Worked Talent's latest Week Worked Date The field is hidden but it can be selected from top to display in the report
Last Worked Company Name  of the Company where the Talent last worked The field is hidden but it can be selected from top to display in the report

 

 

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