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How can I see my employees Vacation or Sick time in Inquiries?

Created on  | Last modified on 

Summary

How can I see the Year to date or Prior year to date accrual amounts for Paid time off? How can I add the Vacation or Sick pay balance to the Employee Hours Inquiry?

Description

  • A Sick Pay report has been provided and is attached below. This report is based on your Check Records. This report is based on transactions. This report will show Sick Accrued (earned), Sick Taken, and Sick Paid. Enter the specific pay id's you use. A balance column is provided which will show the Earned-Taken for Sick units only
    Attachment:

    PRSickBalancesByDateRange.rpt

  • A Vacation Pay report has been provided and is attached below. This report is based on your Check Records. This report is based on transactions. This report will show Vacation Accrued (earned), Sick Taken, and Sick Paid. Enter the specific pay id's you use. A balance column is provided which will show the Earned-Taken for Sick units only.
    Attachment:

    PRVacationByDateRange.rpt

Cause

The employee total inquiry starts at an over view of the employees, to see a specific pay's units you need to use a lookup Formula or drill into the hours.

Resolution

CAUTION: Sage Customer Support does not assist with issues related to third-party products or enhancements, hardware, report customizations, state or federal tax-related questions, or specific accounting questions. Please get in touch with your Sage business partner, network administrator, or accountant for assistance. Please refer to our Scope of Support document for details.

To add the hours of an accrual to an inquiry you can create a Formula to look up the units. Formulas can be created in Tools > Formulas by pressing New.

Example formulas:
Note:If you do not use two accruals you will need to change the number 5 in the formula for any vacation ID that is not an accual. For Other Pays use 3, for Regular pays use 1.

Prior Year Units
LOOKUP (Prior Year Units [PR Employee Pay], Employee [PR Employee], 5, "VAC EARNED")

YTD Units
LOOKUP (YTD Units [PR Employee Pay], Employee [PR Employee], 5, "VAC EARNED")

Balance of two accruals
LOOKUP (YTD Units [PR Employee Pay], Employee [PR Check], 5, "VAC EARNED") - LOOKUP (YTD Units [PR Employee Pay], Employee [PR Check], 5, "VAC TAKEN")

Prior year Balance
LOOKUP (Prior Year Units [PR Employee Pay], Employee [PR Check], 5, "VAC EARNED") - LOOKUP (Prior Year Units [PR Employee Pay], Employee [PR Check], 5, "VAC TAKEN")

Current Check Units:
(Will not work on Employee Totals inquirys. Will work on Check Activity)

Units Taken:
LOOKUP(Units [PR Check Pay], Employee [PR Check], Period End Date [PR Check], Check Sequence [PR Check],"VAC TAKEN")

Units Used:
LOOKUP(Units [PR Check Pay], Employee [PR Check], Period End Date [PR Check], Check Sequence [PR Check],"VAC EARNED")

Adding the Formula to the inquiry

  1. Open the Inquiry
  2. Click on the header of a column or press Alt + S
  3. Select Add column after this column
  4. Click Index at the bottom left
  5. Select the Public formulas index from the list
  6. Select the formula you created from the Example formulas above.

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