Dawn,
Add a table for PTO Types so that you can add days of PTO that are Earned or Bonused for the Employee.
Now you can use Summary Fields at the Employee table to calculate the remaining days of PTO that the Employee has
Total Available = SUM [Days] where Related PTO Type = Earned
Total Approved = SUM [Days] where Related PTO Status = Approved
Total Remaining = Total Available - Total Approved
Now you can add additional PTO Types and PTO Status to meet the evolving HR model.
I have a client that awards PTO to employees when they go on cross country trips and stay over the weekend. It saves money on airline travel, so they get bonus PTO.
You have Earned PTO added on the Anniversary date of Employment.
And so on and so forth to meet the complex HR cases that come up.
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Don Larson
Paasporter
Westlake OH
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