Date printed: 11-18-2017   Last updated: 05-25-2012

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Applies to versions: 1.10, 1.11



Benefits



TimeIPS Benefits feature allows you to track sick and vacation time accrued and used.

Permissions: Payroll Management -> Benefits
Default Permission Groups: Manager, Employee Administrator, or Payroll Administrator

Using the left pane Main Menu, click on: Benefits » Employee Benefits



Benefits Overview

The TimeIPS Benefit and Accrual system is available with the IPSQBI module. With this module alone, you receive the following features:

 

With the Advanced Benefits Tracking module (IPSBEN), the following features are added:

Viewing and Using Benefits

Benefits -> Employee Benefits

Viewing Current Benefit Availability



Set Benefit Totals

Set Benefit Totals allows you to see the benefit totals to either one or more employees or groups. By clicking on the "Set Benefit Totals" button a new windows will appear. Set Benefit Totals allows you to set the benefit totals available for either one or more employees or groups of employees. By clicking on the "Set Benefit Totals" button a new window will appear.



In this window you are given the following options. 

Resetting Benefit Totals

A benefit reset is a fixed point in an employee's benefit history. It is an assertion that the employee definitively has a certain number of hours at a certain time. If your company's policy requires benefit totals to be reset to a fixed value at a scheduled time, such as resetting unused benefits to 0 at the beginning of each year, this adjustment can be made using a benefit reset. Benefit resets can also be used to set an initial value for employees, such as benefit hours earned before using TimeIPS, or to correct errors. Benefits can be reset in three ways:

Benefit resets may be scheduled at any time in the future or in the past. If scheduled in the past, accruals after the reset will be recalculated starting at the time of the reset. If scheduled in the future, accruals will continue as normal until the time of the reset, at which time accruals will start over at the specified value.

Note that accruals will be given in full, after a benefit reset; the reset does not imply any sort of prorated or truncated behavior, even if "Prorate Partial Periods" is selected. For example, if employees earn 2 hours per year on January 1st, a reset to 3 hours at any time during the year (even on December 31st) will result in a total of 5 hours available after the next accrual on January 1st.

Note: For best results, use an effective date for resets that makes the intent clear. If benefits are scheduled to reset at the same time (during the same second) that accruals are scheduled to be calculated, the reset will apply after the accrual, that is, the accrual will have no effect on the total available benefit hours.

 

Recalculate Accruals

If there have been any changes in the Accruals or time worked, you may wish to recalculate Accruals to ensure accurate information in the employees benefit record.  If historical accruals before a set date need to be preserved, even if changes have been made, do not recalculate prior to such a date.



This window will allow you to change the date and of the Accrual recalculation and shows a listing of the effected employees.

 

Employee Benefit Details



Employee Benefit Details

The "Employee Benefit Details" screen will display employee benefit and accrual information.  You will select an employee from the drop down box and click the "View/Use Benefits" button. 

Once the screen is done loading, you will notice that the "Display Options" will still be viewable, and more information is now being displayed on your screen. These sections are:

 

"Use Benefit Time" Section



"Current Levels" Section

This section allows you to view and add time in a particular benefit type. You can click on the "+" sign next to the benefit type to view the benefit availability with a detailed listing for each accrual, usage, or reset.



"Edit Benefit Usage" Section



"Full Benefit Log" Section

This window is used to view previous usage of benefits for the employee. You will see the details of the usage with following information:





"Benefits Report" Section

The "Benefit Report" is used to create reports that specify the usage of benefits from employees.



"Benefit Log Report" Section

Allows you to run a report for employee(s) adjustments to benefits. Here you will set the criteria that is specific to either individual employee or groups of employees.



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