HR: Entering Beginning Balances for Eligible Hours Benefits

  1. From the Human Resources Main Menu, click Benefits by Employee.
    The Benefits By Employee screen displays.

  2. Enter the Employee Number, and then press Tab.
  3. Click the Add New button to open the Hours Details grid.
  4. Enter the Transaction Date (normally today’s date).
  5. Select the benefit from the Benefit Description list.
  6. Enter the Date Available (normally today’s date).
  7. Enter the number of Available Hours.
  8. Enter the Benefit Year Applied.
    NOTE: Depending on eligibility rules in the benefit setup, this date could be different than the Transaction Date and Date Available.
  9. Enter any Notes pertaining to this record, and then press Tab.
  10. Click Close to save.