- Start the transaction using the menu path or transaction code.
- Click after typing PT_QTA10 in the Command text box.
- Organizational unit is not part of the default Selection pane. You can either add Organizational unit to Selection, or use a report variant which has already added it. Click to locate the AL Balance 2017 report variant.
- By default, the search will look for variants you have created in the past. To locate variants created by others, delete your username from the Created by text box, then click to search all variants.
- Select the variant named AL BALANCE 201. Click to confirm selection.
- To expedite running the report, values for the following fields are preset.
Staff members who were active in the period will appear in the report, even if they have since separated from the organization.
- 01 – Annual Leave
- 02 – Sick leave with Full Pay
- 03 – Uncertified Sick Leave
- 04 – Sick Leave with Half Pay
- 05 – Compensatory Time Off
- 06 – Paternity Leave
- 07 – Compressed Reg Day off
- 08 – Floating Holiday
- 09 – Home Leave Points
Click or press F8 to execute the report.
The report lists staff members and the:
- selected entitlement quotas/accrual as of the selected dates,
- leave usage during the selected dates and
- quota balance as of the selected dates.
Depending on the size of the organization, you may be able to conduct your analysis online, or you may need to export the report results. To export to Excel for further analysis, click on the Local File icon or press CTRL+SHIFT+F9. Follow the instructions to save the exported results as an Excel file on your computer.
)footnote1
Last modified:
29 August 2022
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