Vacation Balance Report
Description
View vacation balances for the specified employee or department. The report includes total vacation time earned, adjusted, carried over, and taken year to date.
Criteria
- Include only active employees that have accrued vacation time
- Limited to PeopleSoft department access
Running the Report
- Navigation: Tme and Labor > Reports > Vacation Balance Report
- Enter the Run Control (a new one may need to be created when running for the first time) and click Search
- In addition to the criteria above, this query uses optional prompts for EmplID, and DeptID. Leave both blank to return all employee included in your access.
- Click Run then click OK on the Process Scheduler Request Screen
- Click on the Process Monitor link
- When Run Status = Success and Distribution Status = Posted click Details (may need to click Refresh to update values)
- Click on View Log/Trace
- The report is run to Excel, click on QU_BB_Vacation_Balance_report.xls to open
Included Fields
Field Name | Description |
Employee ID | 8 digit ID of the person being reported |
Name | Preferred name Last Name, First Name |
Job Record | Employee Record being reported |
Last Accrual Date | Last date that Leave Accrual Balance was updated |
Department ID | Department ID for vaction being reported |
Department | Department Title |
Vacation Service Date | Date that the employee was enrolled in vacation (service intervals for calculation begin as of this date) |
Hours Earned YTD | Hours earned within calendar year as of Last Accrual Date |
Hours Carryover YTD | Hours balance carried over from December 31st of previous year |
Hours Adjusted YTD | Hours adjusted within calendar year as of Last Accrual Date |
Hours Reported | Hours reported in PeopleSoft Time and Labor that have been processed by Payroll. Only hours reported prior to payroll cutoff with a date up to and including the Accrual Date will be reflected as Hours Reported. |
Hours Balance | Sum of Hours Earned + Hours Carryover + Hours Adjusted - Hours Reported above |
Required Security
- Job Data and Departmental Timekeeper
Return to Reports and Queries