The accounts that are available for selection on the Compensation Accumulator Edit or Data Entry screen are controlled by the Comp Accumulator Template.

A Comp Accumulator Template can be configured at both a Company and System level on the Comp Accumulator Templates screen, which can be found under the Templates menu item.

The configuration of General tab controls the available accounts on the Data Entry screen for a given Payroll System.

The Inactive checkbox can be used to mark a template as inactive. The template needs to be active to appear in the Comp Accumulator Template drop down list on the Payroll Systems screen.

The Name field is the Comp Accumulation Template name. This field is required and is the value that will be seen in the Comp Accumulator Template field on the Comp Accumulator tab of the Payroll System screen.

The Description field can be used to provide a lengthy description for the template.

Accounts

The Accounts section contains a list of all available accounts.

By default all the accounts for the template are inactive. Accounts are activated by selecting the Active check box for the accounts.

Each Account can also be configured to be shown on the Data Entry screen by default. This can be done by selecting the Show by Default check box.

Any account description can be overridden by adding a new description in the Long Description/Override field.

A Category then needs to be associated with the account. Each active account must be assigned a Category. The values in this Category field can be configured on the Lookup Maintenance screen under the Comp Accumulator Account Category field. The overridden description and the category associated with each active account will be viewable on the Data Entry screen.

Help Text can also be configured for each account. Beneath the Category field, in the Help Text field, additional information regarding that expense type can be entered. The text entered here will be displayed on the Data Entry screen. The text entered here is intended to assist the external user in selecting the correct expense type. The text in this field cannot exceed 500 characters and any carriage returns entered here will be converted into spaces on the Data Entry screen.

The sort order of the accounts on the Data Entry screen can be somewhat controlled by the value provided in the Sequence field. The sort order of the accounts on the Data Entry screen will be determined by the Comp Accumulator Account Category display order, followed by the alphabetical order of the Comp Accumulator Account Category, followed by the Sequence set on the Comp Accumulation Template screen, followed by the alphabetical order of the account.

Each account can also be configured to suggest and/or require additional information from the external user. Selecting the Comment button will open the Comment Prompting pop up box.

The Comment Required checkbox can be used to control the requirement setting of additional comments for this expense type. If checked the external user will be required to enter data into the Comments field on the Data Entry screen.

In the Comment Prompt field, additional information regarding the type information needed for the expense type can be entered. This text entered here will be displayed on the Data Entry screen, in the Comments text box. Any carriage returns entered here will be converted into spaces on the Data Entry screen.

The icons within the Comment button will become enabled if a Comment Prompt has been configured for that expense type and also if a Comment is required for that expense type.

The configuration of the Additional Details tab of a Comp Accumulation Template can be used to control the visibility and requirement setting of the Where Paid column on the Data Entry screen.

The Where Paid Is Visible checkbox can be used to control the visibility of the Where Paid column on the Data Entry screen. If checked the column will be visible if unchecked the column will be hidden.

The Where Paid Is Required checkbox can be used to control the requirement setting of this field on the Data Entry screen. When the Where Paid Is Required checkbox is checked a value must be selected in the Where Paid column on the Data Entry screen before the data can be saved or submitted.

The Where Paid column must be made visible in order to be marked as required so if the Where Paid Is Required checkbox is checked the Where Paid Is Visible checkbox must also be checked.

Available Where Paid Options:

If the Where Paid column has been made visible the available values in the Where Paid column drop down list should be configured. Values can be added to the drop down list by selecting the New button and adding a record to the Available Where Paid Options grid. For each record in the grid a Where Paid value needs to be selected. By default the available options are Home – Payroll, Host – Payroll, Home – Non Payroll and Host – Non Payroll. Additional options can be added to this drop down list through the Lookup Maintenance screen under the Compensation Accumulation Where Paid Lookup field. The Is Default checkbox can only be checked for one record in the grid. When the Is Default checkbox has been checked then this value will default into the Where Paid column on the Data Entry screen.

Instructions:

This tab can also be used to configure externally viewable instructions for each of the external Online Compensation Accumulation screens.

Externally viewable instructions for each of the external Online Compensation Accumulation screens can be configure, on all three screens, in this section. There is a text box for each screen and the instructions entered will be displayed to the users at the top of each page. These instructions support HTML, so links, text formatting and similar may be included in these instructions.