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Enhancement - Employee has a negative balance in his PTO, is there a report that shows the balance?

Product: Payroll
   
Idea: Employee has a negative balance in his PTO, is there a report that shows the balance?

More information: There is a serious problem that we just noticed in payroll, which is the lack of warnings for when an employee’s vacation balance goes negative. I just happened to notice when scanning the employee paystub for the current payroll that one employees vacation balance was negative by 36 hours! This creates a difficult situation with the employee because it is now after the fact and was not addressed when payroll was being processed.

It would be great if there was a least a warning during timesheet entry that the current hours entered as vacation will make the employee balance go negative.
Second, it would be helpful to have a simple report for employee Vacation Balances. Just employee code, name and balance. Should be simple to do? That way we could run this report Prior to running payroll and check balances and deal with any deficiencies at that time.

This seems easy enough to do and important enough that a change with the next update should be doable.

Please let me know if there is any progress with this issue.





Submitted by Jeff Jenkins from Haskell Corporation.
Incident #799281






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  • Apr 23 2018
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  • Carol Smith commented
    June 29, 2018 01:10

    You can create this report through a query, but you have to link the 2 tables which isn't as easy as it sounds.  When you go to Employee Master 2 - if you added Employee Name and employment status as options in this table, this could easily be done.    Understand the limits of the tables, but ...

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