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History Analysis Toolbars

Summary

The History Analysis window contains the Style toolbar and the Grid toolbar.

Style toolbar

The Style toolbar contains two combo box fields that you can use to display specific information for this employee in the History Analysis window.

View

The View combo box contains the following options:

Option

Display details

Transactions

All transactions (default setting).

Allowances

Allowances only.

Deductions

Deductions only. In Australian databases this option also includes HECS/HELP transactions.

AL History

Annual Leave allowances only.

SL History

Sick Leave allowances only.

SL Reason Analysis

Sick Leave Reasons only.

LS History

Long Service Leave allowances only.

Leave Credit History

Leave Credit Accrued and Leave Credit paid allowances.

Filter

The Filter combo box contains the following options:

Option

Display details

All transactions

All transactions for this employee.

By Year to date

Transactions sorted by YTD code.

This Year to date

Transactions for this employee in the current year.

This AL period

Transactions for this employee in the current annual leave year.

This SL period

Transactions for employee in the current sick leave year.

By Period to date

Transactions sorted by PTD code.

By Tax period to date

Transactions sorted by TTD code.

By Month to date

Transactions sorted by MTD code.

By Financial year to date

Transactions sorted by Financial YTD code.

By Superannuation period to date

Transactions sorted by Period Superannuation PTDs.

By FB year to date
(Australia only)

Transactions sorted by FB YTD code.

This Period to date

Transactions for this employee in the current pay period.

This Tax period to date

Transactions for this employee in the current tax period.

This Month to date

Transactions for this employee in the current monthly period.

This Financial year to date

Transactions for this employee in the current financial year.

This Superannuation period to date

Transactions for this employee in the current superannuation period.

This FB year to date
(Australia only)

Transactions for this employee in the current fringe benefit year.

If your database contains user-defined PTDs, they will also be included in the Filter list.

Grid toolbar

The following table explains the Grid toolbar buttons.

Button

Details

Full Expand - If you have grouped your data, then this button expands the layout to show all transactions.

Full Contract - If you have grouped your data, then this button contracts the layout to show the highest groups only.

Filters - When you click the Filter button, combo box buttons appear beside each column header. Use filters to display specific types of employee transactions.


Ctrl+G

Generate Grid Report - Generate a Grid report based on your current History Analysis layout.

Show/Hide Leave Calendar - Click this button to show or hide the employee’s Leave Calendar in the lower half of the window

 

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