Viewing Accrual Balances on Smaller Screens

You can view accrual balances by accrual type.

  1. Select menu (), then Absence Requests.
    A list of records appears in card form.
  2. Select an accrual type at the top of the page.
    Accrual types are sorted by name and then accrual balance year.
    Note:
    Accrual types are defined by your transit agency.
    The Accrual Balance History dialog appears and shows a list of records in card form.

    The Current Balance is the absence days available for the accrual type. The Expiry Date is the last date to use the accrued absence days.

    Below the adjustment date, the adjustment source indicates how the adjustment was received or used.

    Source: How the adjustment was received or used:
    • BF (Balance Forward). Time was carried over. This may be from a manual or automatic generation, from the previous period, or from an import.
    • UA (Absence Usage). Time was reduced based on the creation of an absence.
    • EA (Absence Entitlement). Time was granted due to the creation of an absence.
    • UT (Timekeeping Usage). Time was reduced based on the costing of an absence.
    • ET (Timekeeping Entitlement). Time was granted due to the costing of an absence.
    • UD (Pay Advance Usage). Time was paid in advance.
    • ED (Pay Advance Entitlement). Time was granted to be paid in advance.
    • SB (Sellbacks). Time was exchanged for pay instead of being used.
    • AB (Additional Balance). Additional time was added, and is only valid on or after the Additional Eligible Balance Date defined in the Accrual Balance ancillary data screen.
    • EX (Expiration). Time expired and is no longer available to be used.
    • BK (Banking). Time was banked towards an accrual.

    For definitions of numbered Source entries (for example, 1, 2, 3), see the Accrual Adjustment Types ancillary data screen in the Client Shell.

  3. Expand (Expand toggle.) accrual cards for more information.


    Note:
    Transit agency policies determine if the time available after each transaction shows as an Eligible Balance or as an Accrual Balance.
    The source of the accrual information shows below the accrual entry date.