Benefit accruals (form) 6.2 CU7 and prior

项目
10/19/2018

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Click Human resources > Common > Workers > Workers. Select a worker, click Personal information, and then click Benefit accruals.

Use this form to maintain benefit accrual plans for a worker. For example, you can enroll a worker in a vacation plan that allows for three weeks of vacation each year, or you can adjust the available balance in a sick plan to grant the worker 16 additional hours of sick time off.

备注

This topic describes functionality that is available only if the Payroll - USA configuration key is selected.

Tasks that use this form

Benefit accrual plan tasks

Setting up payroll: Basic topics

Controls

Buttons	Information
New Delete	Enroll the worker in a benefit accrual plan or delete the worker’s enrollment from the plan. 备注 You can add and delete enrollments only for benefit accrual plans for the legal entity that you are logged on to. If there is a balance in the plan that was created when a pay statement was submitted, you cannot delete the worker enrollment from the plan. If there are no balances in the plan, or if there are only manual adjustments or pending usage, you can delete the worker enrollment from the plan. If you select both the Stop accrual check box and the Stop balance reduction check box, it has the same effect as deleting the worker enrollment from the plan.
Plan transactions	Open the Benefit accrual transactions form, where you can review the transactions in the benefit accrual plan for the selected plan in the current plan year.
Adjust	Create a transaction to add hours to or subtract hours from the plan balance. Benefit accrual plan – The benefit accrual plan that you are creating a transaction for. Adjustment type – The plan balance to adjust. Adjustment hours – The number of hours to change the plan balance by. Enter a positive number to add to the balance or a negative number to subtract from the balance. Transaction date – The date must be in the current plan year or a future plan year. Transactions that have a transaction date that is in the current plan year are added to the plan balances immediately. For example, suppose that your plan year is from January 1 to December 31. On January 2, you add an accrued amount with a transaction date of June 1. That accrued amount is added to the balance and is available for the worker to use on January 2, even though the transaction date is June 1. Comment – Information about the adjustment. 备注 All manual adjustments that you make are accepted, even if that results in a plan balance that does not meet the limits that are set by the plan rules. To undo an adjustment, create a new adjustment that subtracts the same amount that you added or that adds the same amount that you subtracted.

New

Delete

Enroll the worker in a benefit accrual plan or delete the worker’s enrollment from the plan.

备注

You can add and delete enrollments only for benefit accrual plans for the legal entity that you are logged on to.
If there is a balance in the plan that was created when a pay statement was submitted, you cannot delete the worker enrollment from the plan. If there are no balances in the plan, or if there are only manual adjustments or pending usage, you can delete the worker enrollment from the plan.

If you select both the Stop accrual check box and the Stop balance reduction check box, it has the same effect as deleting the worker enrollment from the plan.

Plan transactions

Open the Benefit accrual transactions form, where you can review the transactions in the benefit accrual plan for the selected plan in the current plan year.

Adjust

Create a transaction to add hours to or subtract hours from the plan balance.

Benefit accrual plan – The benefit accrual plan that you are creating a transaction for.
Adjustment type – The plan balance to adjust.
Adjustment hours – The number of hours to change the plan balance by. Enter a positive number to add to the balance or a negative number to subtract from the balance.
Transaction date – The date must be in the current plan year or a future plan year.

Transactions that have a transaction date that is in the current plan year are added to the plan balances immediately. For example, suppose that your plan year is from January 1 to December 31. On January 2, you add an accrued amount with a transaction date of June 1. That accrued amount is added to the balance and is available for the worker to use on January 2, even though the transaction date is June 1.
Comment – Information about the adjustment.

备注

All manual adjustments that you make are accepted, even if that results in a plan balance that does not meet the limits that are set by the plan rules. To undo an adjustment, create a new adjustment that subtracts the same amount that you added or that adds the same amount that you subtracted.

Grid headings	Information
Benefit accrual plan Description	The name and description of the benefit accrual plans that the worker is enrolled in. 备注 Only the benefit accrual plans for the legal entity that you are currently logged on to are available.
Plan year start	The date when the plan year started for the balances on the selected line.
Carry forward	The number of hours that were carried forward from the previous plan year to the current plan year. This amount includes both the hours that were carried over automatically and any manual adjustments that were made. If the plan does not have a starting date, then all manual carry-forward transactions for the plan are included, regardless of the date of the transactions.
Plan year accrued	The number of hours that have accrued in the plan during the current plan year. This amount includes both the hours that were recorded automatically and any manual adjustments that were made. If the plan does not have a starting date, then all hours that the worker has ever accrued in the plan are included, regardless of the date of the transactions.
Plan year used	The number of hours that have been used from the plan during the current plan year. This amount includes both the hours that were recorded automatically and any manual adjustments that were made. If the plan does not have a starting date, then all hours that the worker has ever used from the plan are included, regardless of the date of the transactions.
Pending usage	The number of hours that are in earning statement lines that have been released but that have not been submitted for payment.
Available	The balance that is available for the worker to use.
Accrual date basis	The date to use to determine a worker’s months of employment so that the correct rule from a benefit accrual plan can be selected. The plan rules are defined in the Benefit accrual plans form. The months of employment are based either on the employment start date or on the seniority date. The employment start date is in the Employment history form, and the seniority date is in the Worker form. 备注 We recommend that you enter a seniority date. If you use the seniority date to determine the months of employment, and the seniority date in the Worker form is blank, the worker can use hours from the benefit accrual plan, but no hours can accrue in the plan.
Stop accrual Stop balance reduction	When the Stop accrual check box is selected, no hours accrue in the plan for this worker. If you clear this check box and the worker does not accrue hours in the plan, the plan balance has reached the maximum accrual limit for the year. Review the plan rules in the Benefit accrual plans form. When the Stop balance reduction check box is selected, validation does not occur for hours used, and hours from the plan that are used are not subtracted from the worker’s available balance. If you select both check boxes, it has the same effect as removing the worker from the plan. Neither accrual transactions nor usage transactions are created when you submit a pay statement, and the plan does not appear on the pay statement or the payment.

Benefit accruals (form) 6.2 CU7 and prior

Tasks that use this form

Controls

See also

其他资源