Add employee PTO balances to the check stubs

How can I add employee vacation and sick pay balances to the Payroll check stubs in Sage 300 CRE?

Create a formula and add it to the check format for adding vacation, sick pay, and PTO balances to your Payroll stubs.

Track vacation and sick pay units as pays for this solution to provide the expected results. If you don’t, contact your Sage Consultant for assistance.

CAUTION: Sage support can't assist with third-party products, hardware, report customizations, or state and federal tax questions. Refer to our Scope of Support for more info. Contact your Sage business partner, network administrator, or accountant for assistance. 

Complete the steps below so that the balances appear on the stubs.

Create a formula

Create a year-to-date vacation hours formula to report unused vacation hours. Use the example formula below as a guide to create the formula for your company.

Example

YTD Vacation Balance formula

LOOKUP (YTD Units [PR Employee Pay], Employee [PR Check], 5, "VAC EARNED") - LOOKUP (YTD Units [PR Employee Pay], Employee [PR Check], 3, "VAC TAKEN")

Information

• The "5" in the example formula indicates that it's an Accrual pay type pay ID.
• "VAC EARNED" represents the pay ID used to accrue vacation hours.
• "VAC TAKEN" represents the pay ID used to take vacation time.
• Use your vacation pay IDs and pay types in place of the ones shown in the example formula.
• For vacation pay dollars, change the formula to look up YTD Pay instead of YTD Units.
• This formula retrieves the vacation hours accrued year-to-date and subtracts the vacation hours taken for this employee YTD.
• Lookup formulas that retrieve year-to-date amounts for the employee automatically include the current check amount.

Add the formula to the format

Add the YTD Vacation Balance formula to your Payroll check format.

1. In From the Tools menu, select Modify Forms, Check Forms.
2. Select the applicable Check Form.
3. Select the Earnings tab (For Short or Extended stubs) or Deducts, Taxes & Fringes tab (for Standard stubs).
4. Select the YTD field and click Formula.
5. Select the formula you created above and click OK and Close.

If you previously used Automatically prefill earnings/Automatically prefill employee-paid taxes and deductions, manually add the earnings or employee-paid taxes and deductions.

We can't guarantee the check forms provided by Sage 300 CRE are fully compliant with all federal, state, and local laws and other requirements. The requirements can vary from one jurisdiction to another. It is your responsibility to familiarize yourself with all applicable laws and requirements, and to modify your check forms as needed to ensure compliance.

 

 

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