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Report to calculate PTO, Sick leave hours for taken by an employee

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Ruma Malhotra
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5/14/2010 2:27 PM
    I am trying to create a report for all employees for their PTO hours, sick leave etc but for a month.
    Since this report should show me all the pto time taken by the employee for a months and all payroll tables store hours by pay period end date I would like to find out if anybody has created anything like this.

    This would mean that the pay period end date may fall on the first of the next month but have hours that belonged to the last 2 weeks of the previous month. Is there a formula that is generic that can be used to calculate this.

    tia.
    mark.cook
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    Posts: 444
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    5/14/2010 4:14 PM
      Ruma,
      Are you looking just for the PTO transactions and balances? We run ours out of LP and show the PTO Hrs, Major Illness, and any PTO cash in elected. These transactions show on our report and keep a running balance of what was accrued and what was used. We show the last 6 months of data and employees access this via a dashboard tied to the ESS security role. Is this similar to what your looking for?
      Ruma Malhotra
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      Posts: 412
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      5/14/2010 5:23 PM
        Hi Mark,

        Actually I am trying to create this query out of crystal going to the lawson tables. The reason I cannot use a LP report or a payroll report is I am trying to create a smart note out of this query.

        My goal is to give our AP department manager a tool for evaluating employee performances and the way she does this is she looks at the no. of invoices keyed in by an operator. Then she looks at invoices that have not been paid higher than the last 31 days and does a comparison for the number of PTO days, sick leaves etc an AP clerk takes and then finally she gives her employees a performance rating. I am helping her by creating this whole peice setup. I have setup the first 2 peices but struggling with this peice.

        Thanks for your help anyways.