How to test Accrual
Posted: Fri Nov 12, 2021 12:02 pm
Hello, I'm not an HR or payroll person at all. I'm actually in IT but I'm attempting to test TimeTrex for a client as their current attendance software is no longer supported.
The main thing they need this program to do is to track vacation accrual.
I've installed the software, went through the wizard, and then went through the Initial Setup Guide on the TimeTrex website.
Finally, we arrive at my question:
I'm attempting to test if I've set up accruals properly and make sure they will actually do what the company wants. How can I take a look into the future and see if accruals are accruing for the employees?
I've gone through Report-->TimeSheet Reports-->Accrual Balance Summary but I can't even get any employee names to show up no matter what I select. Can you view the future in TimeTrex, or does it not work because they haven't logged in and out for all those future shifts?
Sorry, hopefully my question makes sense. Any time someone asks about accruals on here they mostly get pointed to the guide, which I've read a lot, but the guide just explains what different terms mean, there isn't really (so far as I can find) tutorial or instructions on how to use.
The main thing they need this program to do is to track vacation accrual.
I've installed the software, went through the wizard, and then went through the Initial Setup Guide on the TimeTrex website.
Finally, we arrive at my question:
I'm attempting to test if I've set up accruals properly and make sure they will actually do what the company wants. How can I take a look into the future and see if accruals are accruing for the employees?
I've gone through Report-->TimeSheet Reports-->Accrual Balance Summary but I can't even get any employee names to show up no matter what I select. Can you view the future in TimeTrex, or does it not work because they haven't logged in and out for all those future shifts?
Sorry, hopefully my question makes sense. Any time someone asks about accruals on here they mostly get pointed to the guide, which I've read a lot, but the guide just explains what different terms mean, there isn't really (so far as I can find) tutorial or instructions on how to use.