Alert employee to low Accrual balance

Description of Issue

Is there a way to notify employees when their balance for a particular Type and Table is low?

Context
  • Enterprise ERP Payroll

  • Employee Accruals

  • Accrual Tables

Cause

Use Accrual Threshold Minimum Alert on Accrual Table.

Resolution
  1. Navigate to Payroll>Payroll Setup>Accrual Tables.

  2. Search for Type and Table.

  3. Click Accept.

  4. Click Options tab.

  5. Click Update. 

  6. Check box for Accrual Threshold Minimum Alert.

  7. Define value for minimum threshold in field to the right.

    1. Ex: If the employee should be notified when they have less than 10 hours available, define 10.

  8. Click Accept.

Additional Information

When the Employee Update is run and Accrual History records are created that bring the employee's balance for this Type and Table below the value defined, an email will be sent to the employee automatically to alert them of the low balance. The system will use the employee's primary e-mail address as defined in Employee Master.Â