Balances Tab

<< Click to Display Table of Contents >>

Navigation:  Payroll Module > Step 3 - Edit Menu > Employee Master >

Balances Tab

To access the The 'Balances' tab:

- Go to the 'Edit', 'Employee Master' menu options.

- Select the employee you wish to change

- Select the 'Balances' tab.

 

The 'Balances Tab' gives leave and loan balances at a glance.

 

Balances

tog_minus        Field Explanations

Annual Leave

The current Annual leave balance

Leave Bank

The balance in the leave bank generally represents overtime hours coming through from Belina Time Control that are not paid out in overtime.  There is also a facility for Tertiary institutions whereby at a cut-off date in the year the balance of leave is taken to leave bank.

Other Leave Table

Shows leave transactions processed for each of the leave types.  

•'Previous' -shows the total number of days processed in prior periods of the year to date,

•'Current' - shows the number of days processed the current period,  

•'Total' - shows the total number of days processed in the year to date,

•'Maximum' - shows the total number of days leave where there is a maximum number allowed, eg. Study leave where there could be a maximum number of days allowed in  year.  

•'Balance' - shows the balance of days allowed from the maximum allowed.

Loans Table

Shows details of current loan balances outstanding

Savings Balance

Savings Balance shows the savings balance accumulated by an employee using the Belina Savings facility,

Total Loans