The Collection Periods screen lists the available collection periods that have been configured on the company Compensation Accumulation Configuration screen. If the user has access to more than one Payroll Systems, the user will be prompted with a drop down list of available Payroll Systems. The available active collection periods will appear once a Payroll System has been selected, and will be filtered to only show Collection Periods that are not completely submitted yet (Not Started and In Progress). All Collection Periods can be viewed by changing the Include field to <All Collection Periods> at the top of the list.

The values in the Time Frame column and the Due Date column come from the Comp Accumulation Process Calendar on the Compensation Control Panel Configuration screen. The value displayed in the Time Frame column is the value provided in the Identifier field on the Comp Accumulation Process Calendar screen. The date in the Due Date column is determined by the Request Date on the Comp Process Accumulation Calendar plus the numeric value in the Number of Days After Request Date that File Upload Is Due field. For example, if the Request Date is 7/1/2011 and the Number of Days After Request Date Is Due is equal to 3 then the Due Date for that specific collection period will be 7/4/2011. The Submission Status column will display one of three values “Not Started”, “In Process” or “Completed”. “Not Started” will be seen when no data has been saved for any of the Employees in the collection period. “In Process” will be seen if some data has been saved for at least one Employee in the collection period. “Complete” will be seen if all months in the collection period have been submitted for all Employees in the collection period.

The Employee List screen lists the available assignments that are ready to receive Compensation Accumulation entries. This list is generated from a user report. The user report used to generate this list can be selected on the Compensation Accumulation Configuration screen. If no report is selected here then the default report will be used. The list of assignments will additionally be filtered based on the assignment’s submittal/approval status and the user type of the currently logged in user. Payroll Users will see assignments that have not been fully submitted yet (Not Started or In Progress). All other users will see assignments that have been submitted (In Progress or Complete), but not fully approved yet (Approval Status of Not Started or In Progress). Any user can view all assignments by changing the Include option at the top of the list.

The values in the Assignee Name column come from the assignment record's employee name. The Submission Status column will display one of three values “Not Started”, “In Process” or “Completed”. “Not Started” will be seen when no data has been saved for the Assignees for the collection period. “In Process” will be seen if some data has been saved for the Assignee for the collection period. “Complete” will be seen if all months in the collection period have been submitted for the Assignee. The Approval Status column will display one of three values “Not Started”, “In Process” or “Completed”. “Not Started” will be seen when no months have been approved for the Assignees for the collection period. “In Process” will be seen if some months have been approved for the Assignee for the collection period. “Complete” will be seen if all months in the collection period have been approved for the Assignee. Approval Status is not visible to Payroll Users.

Clicking on an Assignee's name will take the user to the corresponding assignment on the Compensation Accumulation Data Entry screen.

The Data Entry screen is comprised of two sections. The top portion of the screen is the data entry portion and will list the months included in the selected collection period.

The months available on this screen are determined by the Begin Date and End Date of the Comp Accumulation Process Calendar record. The system will determine the existence of a month in a given collection period if the Begin Date and End Date range includes any day from that month. For example, if the Begin Date is 1/31/2013 and the End Date is 3/31/2013 then the collection period will include January, February and March.

Data can be entered for the desired month by selecting that month. If data has been previously entered for the Assignment then the Prior Amount, Prior Date, and Copy columns will be pre-populated with data from the most recently previously entered expenses. This data is pre-populated to allow for recurring expenses to be easily reentered month to month. The expense can simply be recreated or copied by selecting the copy option. The Amount and Currency is the information that will be copied.

To enter an expense that differs from any previously entered expenses select the green + icon. This will create a new row in the data entry grid and allow for the entry of a new expense.

The required data for each expense includes Amount, Currency and Date Paid. Additional validation exists on the Paid Date field so that the date entered must be within the current month and Collection Period. The acceptable date range is determined by the Begin and End Date range entered in the Comp Accumulator Process Calendar on the Compensation Accumulation Configuration screen. For example, if the Begin Date of the Collection Period is 01/15/2013 and the End Date is 03/31/2013. Then the accepted dates for January would be 01/15/2013 to 01/31/2013 but anything prior to 01/15/2013 will not be accepted.

Note: Once the Comp Accumulator Process Calendar record has been created on the Compensation Accumulation Configuration screen and the corresponding Collection Period has been accessed through the Online Compensation Accumulation process the Paid Date logic will always use that Begin and End date even if the Begin and End dates are changed in the Comp Accumulator Process Calendar.

The Where Paid and Comments fields are not required unless they have been configured at a Comp Accumulator Template level to be required.

Once the month is complete for the selected Assignee it can be submitted via the Submit button. Once a month is submitted it can no longer be edited.

Once the month is submitted, it can be Unsubmitted or Approved via the cooresponding buttons. These buttons will only appear when the month has been submitted. A user must be granted rights to the Compensation Accumulator – UnSubmit and Compensation Accumulator – Approve screen sections to perform these actions.

Once the month is approved, it can be UnApproved via the Unapprove button. This button only appears when the month has been approved. A user must be granted rights to the Compensation Accumulator – UnApprove screen section to perform this action.

The bottom portion of the Comp Accumulator Edit includes the Historical Data section. This section of the screen will list the historical data for employee by Expense Type for the previous year by month. The Historical Data grid will update as data is entered and saved for the employee. The grid will include the current month being worked on and the past 12 months. The grid will adjust as a different data entry month is selected. For example, if data is being entered for March the Historical Data grid will begin with the March from the previous year (on the left) and end with the current March (on the right). If February is then selected in the data entry section of the screen, the historical grid will adjust and begin with the February from the previous year and end with February from the current year.