Scheduled Vacation

1. Select one of the Pay Periods available in the drop down menu. Choose "custom" to specify one. Use the button calendar or type it in the format: mm/dd/yyyy.
2. Select the company code, choose the corresponding Division, SBU ID, Location and Team.
3. Enter an employee id to search transactions from one employee only. Asterisk indicates all IDs.
4. Select the payroll type:
   • Normal
   • Special
   • Both
   • Special in advance.
5. Select a GL account to sort the payroll codes asigned to that account.
6. Report Type - Select from two options:
   • Scheduled vacation - This Report displays a list of all employees whose vacation leave date is within the selected pay period
   • Paid vacations - This Report displays all scheduled vacation in addition to those vacation that have already paid as well.
7. Anniversary status - Select from two options:
   • Completed - This Report provides a list of all employees whose anniversary date has passed, and are therefore eligible to take vacation time.
   • Not completed - This Report provides a list of all employees who are not eligible for vacation time yet, but due to an extraordinary event have been authorized to take it in advance.
   
   These two dropdown menus work as filters for the report. For example:
   

   Scheduled vacation + Completed = Shows all employees with anniversary completed whose vacation time has been scheduled within the selected pay period.

   Scheduled vacation + Not Completed = Shows all employees who are yet to be eligible for vacation time, but have requested their vacation time in advance within the selected pay period.

8. User may click on the 'Send me a Spreadsheet' checkbox to receive the requested report via email.
9. Once the checkbox is active, the field 'Return Email Address' becomes avaiable so the user can provide the email address where the report should be sent to.

Related Topics

Vacation Schedule