Within the scheduling platform, pulling an Accrual Report is just as simple as pulling other reports.
To pull an Accrual Report:
Click on the Reports module and select Accrual Reports tab.
From there, you'll be able to select the reports you want to view, print or export. You can choose individual employees, groups, or lists much like you do in the employee reports module. The Accruals report will only look at the employee's current numbers. If you want a more detailed list, you'll need to pull an Employee report.
Click Generate Report and you'll get an instant look before being able to export as needed.
And that's it! Now you can see all time off that has been earned. If you need to know how to add and edit accrual settings, start here
The scheduling platform allows the ability to create 'Accrual Tracks' for use with different employee types throughout your Organization. This is useful for creating different tracks or 'paths' for an employees accrual life cycle. An example would be ...
You can easily run reports on Employee Certifications from within the scheduling platform. This will provide you with actionable data to quickly identify expired employee certifications, those due for renewal, and more. To access Certification ...
Running Employee Reports
You can easily run advanced reports on employees to see historical and analytical data from within the Scheduling system. This is a very handy feature for checking employee schedule entries, time offs, CallBacks, miscellaneous entries, and more. You ...
Setting Up Employee Accrual Profiles
Note: In order to access the Time Off Accruals section, the module must be enabled in Admin system settings > Modules First, you will need to create Accrual Profile(s) within the system. 1. To Create Accrual Profiles: Log in as an Administrator, and ...
Time Off Accruals
Note: In order to access the Time Off Accruals module, it must be enabled in Admin system settings > Modules. Target Solutions scheduling offers a complete Time Off / Accrual Tracking module. This allows the system to track, deduct, and credit ...