Accruals – viewing your accruals Navigating to the Accruals Summary Page Reviewing the Accruals Page – Balance Tab Balance Tab Definitions Below is a list...
Accruals – making accrual adjustments Navigating to the accruals summary page In the Main Navigation menu, open the Employee Maintenance folder. Open Employee Information subfolder. Click on the Accrual Summary page. Adding an...
Accruals – Forecasting and accrual balance display Some accrual plans are configured to forecast accruals, meaning they will show all scheduled accruals for the current accrual year...
Requests – user guide Introduction The Requests page in Time and Attendance is used to send and receive Time Off, General, Missing Punch, Message,...
Can I see a list of all of my accrual (PTO) transactions for the year? The Time and Attendance system makes it easy to see a list of transactions throughout the year. This becomes very...
How is my accrual (PTO) balance calculated? The number displayed in the Balance field is reached using the following calculation: Balance = Accrued + Pending Accrued +...
Why don’t I have a New Request button? A user must have a supervisor assigned to be able to send a request. Contact your System Administrator if this...
How do I fix or delete a part of a request that I have already sent? An adjustment to a previously sent request must be withdrawn or cancelled in its entirety. These steps are detailed in...
Where do I go to fix a request that I have already approved? An approved request that must be adjusted can be edited on the page that is updated as a result of...
How do I hide a request from my Requests page? A request can be hidden the My Requests tab by using the check box adjacent to the line of the...
How do I pare down the list of requests on my screen? A user may set a filter to shorten the list of requests that appear on their My Requests or Employee...
Managing employee requests Locating open requests Select Daily Procedures > Requests from the Navigation tree or click the blue “balloon” icon on the...
Why is the time off balance on my check stub different from what I see in Time and Attendance? The time off balances displayed on your Insperity paycheck may differ from the balances in the Insperity Time and Attendance...
Blackout dates The purpose of a blackout date is to restrict employees from using a certain pay type on a certain date....
I can’t find an employee’s request. If you are unable to find an employee’s request that was sent, contact your system administrator. Any system administrator should...
How do I cancel a request? A request can be withdrawn if it has not been approved or canceled if the approval has already been completed....
Why can’t I approve this employee’s request? Receiving an error message when making an approval is generally due to having the wrong security group assigned. Contact your...
Why can’t my employee make a request? When an employee is missing a New Request button this is generally due to a missing supervisor (main supervisor assignment...
Can a request go to multiple people to approve? No, the request will be routed to the supervisor who is assigned. If an employee has multiple supervisors assigned the...
Can I add a request on an employee’s behalf? An admin can impersonate an employee and submit the request on their behalf. As a supervisor, you can add PTO...