Entitlement History
Form ID: (MP.PP.44.00)
On the Entitlement History form, you can view employees' entitlement accruals over a period of time.
Summary Area
In this area, you can set filters to refine the list of entitlement accruals. All filters are optional, e.g. if no employee ID range is specified, accruals for all employees will be displayed.
| Element | Description |
|---|---|
| Selection | The property that entitlement accruals should be filtered by. Select one of the
following options:
|
| Start Date / End Date | If Selection is set to "Physical Pay Day", "Pay Period Start Date", or "Pay Period End Date", use these fields to set the range of dates to display entitlement accruals for. |
| From Pay Run ID / To Pay Run ID | If Selection is set to "Pay Run", use these fields to set the range of pay runs to display entitlement accruals for. |
| From Employee ID / To Employee ID | Use these fields to filter the displayed entitlement accruals according to a range of Employee IDs. |
| Entitlement ID | Select a specific entitlement to display accruals for, or leave this field blank to display all entitlements. |
Table
The main table displays all entitlement accruals and payments that meet the filtering
criteria.
| Element | Description |
|---|---|
| Employee Name | The employee who the entitlement applies to. Click on this column to open the Employee's Current Pay (MP.PP.31.30) form, showing the details of the employee's pay. |
| Entitlement | The entitlement being accrued. Click on this column to open the Entitlements (MP.PP.33.00) form, showing the details of the entitlement. |
| Type | The type of accrual: Dollars or Units. |
| Unit | For entitlements where the Type is "Unit", this column displays what the unit is, e.g. Hours. |
| Pay Run ID | The pay run in which the accrual occurred. Click on this column to open the Pay Run Details (MP.PP.31.20) form, showing the details of the pay. |
| Physical Pay Date | The Physical Pay Date of the pay that this accrual was a part of. |
| Pay Period Start | The Pay Period Start Date of the pay that this accrual was a part of. |
| Pay Period End | The Pay Period End Date of the pay that this accrual was a part of. |
| Transaction Date | The date that the entitlement occurred. |
| Accrues | Contains "Yes" or "No" to indicate if the entitlement is an accruing entitlement or not. No balances are displayed for non-accruing entitlements. |
| Open Balance | The employee's entitlement balance at the start of the pay period. |
| Accrual | The amount accrued in the pay run. |
| Accrual Method | How the entitlement is accrued: Full Contract, Pro Rata or Explicit. |
| Earned Balance | The employee's total balance for the entitlement. |
| Entitlement Taken | For entitlement payments, this column displays the amount of the entitlement that was taken. |
| Closing Balance | The employee's entitlement balance at the end of the pay period. |
| Reason | The reason for the accrual or payment. |