PDA

View Full Version : Using Tax tables to Automate Vacation/Sick Tracking


Kevin_Perryman
06-14-2002, 11:46 AM
I currently am using Peachtree Complete 2002. We have Sick and Vacation Tracking turned on under payroll with Accrual of 3.33 hours per payperiod (24 pay periods, 2 per month on 1st and 15th).

We have paytypes of
Clinical
Administrative
Physician
Overtime
Vacation
Sick
Holiday
Bonus
Retro-Raise

I have paytypes of Sick and Vacation so that I can track the dollar cost of benefits.

It seems that every payperiod we have at least one person who takes Sick/Vacation time in which we enter the 8 hours (or whatever number were taken) in the paytype field but the data entry person forgets to enter the hours in the Vac_Taken or Sick_Taken fields. Because of this paychecks do not always reflect the correct Vac_Rem or Sick_Rem values.

Because this has never been brought to my attention until today, there are errors going back several years through the Carryforward of time from prior years.

WHAT I WANT TO DO:

What I am looking at doing is modifying the Tax tables so that the xxx_REM is automatically calculated from the paytype data entry versus double-data entry into Paytype and xxx_Taken.

For example: Modification of VAC_REM 02 Tax Table to the following formula

Answer = Vac_Acc - Vacation

QUESTIONS:
First, by referencing the Paytype Vacation will this reference the Hours entered or the Dollars paid? IF dollars paid then I would need to change the formula to Answer=Vac_Acc - (Vacation/Pay_Rate) How do you reference Pay_Rate for a Pay_type if needed?

Second, by 'bypassing' the data entry into Vac_Taken and Sick_Taken fields what potential problems are we looking at? Can I instead of the above formula add a Vac_Taken formula to auto-calc the Taken amount and leave the Vac_Rem formula alone?

Has anyone every tried making this work so as to make Peachtree easier to use. I find it pointless to have to remember to do double work when the information is already being entered into one place.


Thanks for the help



Kevin

Traci
10-23-2002, 12:11 PM
I would like PT Complete to track the VAC Taken also. Did you or anyone figure this out. Is it possible?

Kevin_Perryman
10-23-2002, 12:19 PM
Never got a response.

We have turned off PeachTree Tracking of all Vac and Sick time and manually track on an Employee attendance spreadsheet.

Kevin

TheWolf
10-23-2002, 03:49 PM
I do not believe this can be done in the formula area. Hourly rate does not seem to be a valid descriptor.