KC Rippstein said:
On second thought, it sounds like you are not using Excel to track leave
and accruals. You're using Access, right? If you like, you can just
email me direct and we'll work out a solution for you. I'm happy to help
but would like to see what you are actually working with now before making
recommendations. Setting up something should not take too long, but I am
unclear on the best approach until we clear up what your current setup is.
No, I am not using Access.
Employee data is contained within the accounting software package (we use
QuickBooks).
Data can be exported to Excel for manipulation - or, if one is ambitious,
QuickBooks supplies an Software Development Kit that lets you access the
data more directly.
The formula my company uses to accrue sick/vacation time is not one of the
options in the QuickBooks payroll module (an extra). So, I exported the
results from one of the supplied reports - an employee contact listing -
modifying the report to exclude unnecessary information and include the hire
date.
Right now, I printed the spreadsheet (had to do some cut and paste to get
the employee names in order, as I could not sort by month and day). I am
manually entering how many vacation/sick hours have accrued, and how many
have been used to date.
Unless I can figure out how to automate the bi-annual accrual using the hire
dates, I will just have to slap the sheet on the wall and do a manual update
within QuickBooks by checking the list against the calendar and updating
each time an employee date comes due. Of course, since each employee accrues
twice a year, I'll have to make a second list with the bi-annual dates, sort
on that, and merge the two.......
Forty six line entries for 23 employees.
Sigh