HRcalendar - Vacation/Sick Day Tracking Report appears Incorrect

When running the Vacation / Sick Day Tracking Report, the balance may appear to be incorrect.

The previous year’s balance will figure into the total because there is no mechanism that will zero-out time that remains at the end of the calendar year. So, any amount of time that remains at the end of the year [will be] carried over into the following year. The report however, will not have any line indicating the amount of Days/Hours carried over from the previous year. 

The report will only display what was...

Earned during the current calendar year and...

Used during the current calendar year and the...

Balance of the current calendar year 

...BUT the report will mathematically include time that...

Remained at the end of the previous calendar year.

Example: If an employee had…

3 Days of Vacation Remaining  at the end of the previous year = a Balance of 3 Days plus. . . 

10 days of Vacation Earned on January 1st of the current year = a Balance of 13 Days minus. . .

5 days of Vacation Used since January = a Balance of 8 Days.

The report however, will indicate. . .

10 Days earned,

5 Days used and…

A balance of 8 Days.

This is correct but [looks wrong] because the report does not [display] the 3 Days carried over from the previous year. The report [counts] the 3 Days but does not [display] the 3 Days.

You have the two ways to enable the report to logically reflect what happened:

OPTION ONE: You may reduce the amount of days earned this year by the amount carried over from the previous year to arrive at the correct balance going forward or. . .

OPTION TWO: You may enter Time Taken on December 31st of the previous year in whatever amount would zero the balance and then enter the full amount for this year.

Please review the attached PDF for more detail. 

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