KB01-029

This is one of three options to display Comprehensive Leave Manager leave time on the check stub.  To review all options or to review options for Mekorma check stub click here.

This option is unsupported using the E-Mail Earnings Statements product. See the other two options if you are using E-Mail Earnings Statements and Comprehensive Leave Manager. 

This option uses the Pay Stub Settings from the Comprehensive Leave Manager Pay Stub Settings window. In this window, you can select which fields to calculate. We recommend only selecting the fields you wish to display on the check to calculate. This will calculate the amounts in array fields in the APR_PTO_WORK_Check table during the print checks process.

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Calculate Amount – Select if you want to start calculating the amount for the Column selected.

Maximum Hours To Display – if an amount is entered in this field the check would never display an amount over this maximum even if the employee had more time than this maximum.

Earned – This is the amount earned this pay period.

Earned YTD – This is the year to date amount earned. This amount can be based on Accrual year (Hire Date, Adjusted Hire Date or Other Date), Waiting Period, Other or Carryover date. See YTD Value Based On for further information on each YTD option.

Taken – This is the amount taken this pay period.

Taken YTD – This is the year to date amount taken. This amount can be based on Accrual year (Hire Date, Adjusted Hire Date or Other Date), Waiting Period, Other or Carryover date. See YTD Value Based On for further information on each YTD option.

Adjusted – This is the amount adjusted this pay period. Typically, this would be maximum balance adjustments.

Adjusted YTD – This is the year to date amount adjusted. This amount can be based on Accrual year (Hire Date, Adjusted Hire Date or Other Date), Waiting Period, Other or Carryover date. See YTD Value Based On for further information on each YTD option.

Pending – This is the amount accrued as pending this pay period.

Pending YTD – This is the year to date amount pending. This amount can be based on Accrual year (Hire Date, Adjusted Hire Date or Other Date), Waiting Period, Other or Carryover date. See YTD Value Based On for further information on each YTD option.

Available – This is the amount currently available this pay period. It does include the earned, taken and adjusted this pay period.

YTD Value Based On – If a YTD field is selected the system will calculate the Year To Date amount based on the YTD Value Based On selected. If you use YTD be cautious in the date and adjustment entry used for any manual adjustment entries.

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Calendar Year – The system uses the Calendar Year to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Accrual Year – The system uses the Leave Code Accrual Based on Date on the Employee Leave Maintenance window to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Carry Over Year – The system uses the Carry Over Year Date on the Employee Leave Maintenance window to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Other Date– The system enables you to specify a Day/Month and the current system date year to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Waiting Period– The system uses the Waiting Period Date on the Employee Leave Maintenance window to determine the year. It then calculates for transactions based on the created date in the Employee Leave Transactions window.

Copy to all leave codes – Select this button to copy the Pay Stub Settings to all leave codes. If you do not copy to all leave codes, you will need to set up the options for each leave code.

After you have setup, the Pay Stub Settings select ok then save the Leave Code Setup record.

Report Writer Instructions

Now that we have identified the items to calculate, we will login to Report Writer to add the fields to the check. If you are not familiar with Report Writer here is a Microsoft user guide for Report Writer: http://dyndeveloper.com/files/GP10/reportwriter/reportwriter.pdf 

1. Open Report Writer.
Microsoft Dynamics GP > Tools > Customize > Report Writer

2. Select Comprehensive Leave Manager for the Product and then click on the Reports.  You can use the standard Microsoft Dynamics GP report in Comprehensive Leave Manager. Any modifications to the Microsoft Dynamics GP report will need to be completed again on this report. Typically, this is masking the SSN or Bank Account number. 

Comprehensive Leave Manager standard report instructions

The user may select the standard Microsoft Dynamics GP form to insert and modify by completing the steps below.

  1. Within the Original Reports section, select the Employee Check and click the Insert button to move the report to the Modified Reports section.
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  2. Select the inserted report, click the Open button 
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  3. Select the Layout button
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The Direct Deposit Statement comes with three Leave Code Balance fields on the Statement. If you are using the Pay Stub Settings, you will need to remove these options by selecting Leave Code Balance 1, 2 and 3 and selecting delete.

The check does not have information for Comprehensive Leave Manager on it by default. You can add text fields for headings and complete the steps below to add the Leave Work Check information.

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Depending on what you add to the check, you may need to edit the heading or create more headings.
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4. Within the Toolbox window, select the Leave Work Check from the drop down list. If you do not have this option send an email to support@integrity-data.com asking for assistance adding the Leave Work Check and Leave Work Check LTD tables.
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5. Select Leave Code options to display on the check and drag it into the visible area of the check. To see the full name of the field set your mouse over the field.
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6. After adding the field to the visible area of the check, you will be prompted to enter the Array Index. Start with Array 1 for each item. For example, if we want to display leave code, earned, earned YTD, pending, Pending YTD and Available balance, we would add each item with array 1. Then, to add a second leave code we would add each item with array 2 etc.

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Note: the fields do not need to be this long;
the example shows the full length to display the array number.

7. Complete steps 5 and 6 for each item to display on the pay stub.
8. The system also has Life to Date calculations you can add to the check. These will always calculate.
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9. Format the pay stub and add/remove heading and text fields as needed.
10. Save and Close the Modified Report.
11. Log into Microsoft Dynamics GP and set Security to the new Comprehensive Leave Manager Modified Form.

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

If you would like to search for information and resources for Integrity Data products check out the following sites:

  • Knowledge Base: http://www.integrity-data.com/hrp/knowledge-base/
  • Videos: http://www.integrity-data.com/hrp/videos/

Last Review: 5/3/2016 – Revision: 1.0

Applies To:

Microsoft Dynamics GP 2016 RTM
Microsoft Dynamics GP 2015 R2
Microsoft Dynamics GP 2013 R2