Terminated Employees and Accrual Balances
Terminated Employees and Accrual Balances
There are several employees whose status I've changed to terminated. However in the accrual balances, their vacation time/personal time still show, some with even 00:00 time. How do I get rid of this so their names won't appear? Do I have to delete all the old accrual balances when double clicking on their name?
Re: Terminated Employees and Accrual Balances
You can use an Accrual Balance Summary Report by clicking Report -> TimeSheet Reports -> Accrual Balance Summary which can be customized to only include Active employees.
- Click Report -> TimeSheet Reports -> Accrual Balance Summary
- Once the Report inset appears choose a Template from the drop-down box if one is not already selected.
- Click on the Setup tab.
- Click on the Fields drop-down box to see a list of available filters.
- Move a selected filter from the red column to the green column. In this case you'll want to select EMPLOYEE STATUS.
- Click on the Report tab.
- Click on the Status drop-down box and move ACTIVE from the red column to the green column.
- Click the View icon.
- Click Report -> TimeSheet Reports -> Accrual Balance Summary
- Once the Report inset appears choose a Template from the drop-down box if one is not already selected.
- Click on the Setup tab.
- Click on the Fields drop-down box to see a list of available filters.
- Move a selected filter from the red column to the green column. In this case you'll want to select EMPLOYEE STATUS.
- Click on the Report tab.
- Click on the Status drop-down box and move ACTIVE from the red column to the green column.
- Click the View icon.