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