Accumulators

Accumulators

Accessed from:

  • Setup > Tables > Accumulators > Accumulators

Description

This form shows all accumulators configured for use in a particular company. This includes accumulators created manually during implementation and accumulators imported from statutory deduction spreadsheets.

Button Link
Setup Accumulator eligibility
Accumulator values

Fields

Field Description
Accumulator Name of the accumulator
Short code 5-character identifier. Defaults to the first five characters of the name.
Accumulator description Long description of the accumulator
Version Yersion number for accumulators that are managed by the software provider. Accumulators with version numbers cannot be modified.
Country/region Jurisdictional information for the accumulator, if applicable
State/province Jurisdictional information for the accumulator, if applicable
Date period Time interval over which the accumulator stores data. At the end of the date period, the accumulator resets.
Accumulator type Level of the accumulator:
  • Company: one total for all workers in the company
  • Pay group: one total for all workers in a pay group
  • Worker: one total for each worker across all their positions
  • Worker/position: one total for each position assigned to a worker
Accumulator unit type Type of value to store in the accumulator:
  • Earning hours: hours worked
  • Earning units: units or pieces produced
  • Earning amount: gross earnings
  • Earning occurrences: count of earnings earned
  • Worker deduction amount: amount the worker contributed towards a benefit/deduction
  • Employer deduction amount: amount the employer contributed towards a benefit/deduction on the worker's behalf
  • Net amount: earnings minus deductions
  • Payment amount: earnings minus deductions plus advances
  • Total deduction amount: sum of worker and employer deduction amounts
Date period type Date in the period when the accumulator updates its value:
  • Statement date: check/direct deposit statement date
  • Pay period end date: last day of the pay period
  • Pay period start date: first day of the pay period
  • Earning date: date on the earning record
  • Context date: system session date on which the earning was created
  • Reporting date: date when the earning is reported to a statutory authority (default is the same as Statement date)
Read type How the accumulator handles multiple accumulations of the same values over a single date period:
  • Full amount: accumulate all amounts for the entire date period
  • Incremental amount: accumulate only the amount that has changed since the last payment was processed
Apportion by state Yes to divide the accumulated amount across jurisdictions. No, otherwise.
Print on statements Yes to allow the accumulator to appear on pay statements. No, otherwise.
Statement description Description of the accumulator that appears on pay statements
Statement sequence List order of the accumulator on pay statements. Lower numbers are higher priority. This number is not unique.
Active date First date the record is in effect
Expiry date Last date the record is in effect