How do I exclude terminated employees from reports or inquiries?

Summary

I want a report that only shows my active employees. How do I exclude terminated employees from my Sage 300 CRE Payroll reports?

Description


Cause

Resolution

Add a condition to exclude employees with a termination date

  1. From the Reports menu, select the report.
  2. Click Conditions.
  3. If conditions already exist on the report, click Add.
    • If the field list title isn't PR Employee, click Index and select PR Employee, then click OK
    • Select Termination Date
    • For Operator, select Equal to
    • Leave Value blank
  4. Click OK. The condition displays as "Termination Date EQ 0."
  5. Click Add.
    • Select OR for the connector
    • If the field list title isn't PR Employee, click Index and select PR Employee, then click OK
    • Select Rehire Date
    • For Operator, select Greater than
    • For the Value, click List Items
    • If the default record isn't PR Employee, click Index and select PR Employee, then click OK
    • Select Termination date
  6. Click OK. The second condition displays as "OR Rehire Date GE Termination Date."
  7. Click OK and print the report.
    Note: Enter OR conditions before any AND conditions for the conditions to work properly.

 

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Solution Properties

Solution ID
223924750042010
Last Modified Date
Wed Jun 30 18:42:12 UTC 2021
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Product Details
Integrated Product: Chatbot
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