Tracking Employee Leave

I'm fairly new to Access and am hoping for some advice if anyone is willing
to help.

My boss wants me to set up a database that tracks leave for each of our
employees. The leave accrues each pay period (mid-month to mid-month) and
must be separated by 9 different types of leave, vacation, etc. She wants it
to be entered day-by-day for each time period, but also have a running total
available for the entire year.

How would I start this out? Do enter dates by hand, download a calendar?
Any guidance on how to begin this process would be much appreciated. The
only examples I can find are for calculating pay and overtime, etc.

Thanks so much.

I would recommend setting it up like a bank account. Leave earned is a
credit, leave taken is a debit. The earning or taking are entered as
transactions with a date, type of leave and amount. Don't think of
"entering" something every day. Instead, on any day (or all days) you can get
a REPORT of the leave balance.
Hope this helps

"AccessNewbie" wrote:

I'm fairly new to Access and am hoping for some advice if anyone is willing
to help.

My boss wants me to set up a database that tracks leave for each of our
employees. The leave accrues each pay period (mid-month to mid-month) and
must be separated by 9 different types of leave, vacation, etc. She wants it
to be entered day-by-day for each time period, but also have a running total
available for the entire year.

How would I start this out? Do enter dates by hand, download a calendar?
Any guidance on how to begin this process would be much appreciated. The
only examples I can find are for calculating pay and overtime, etc.

Thanks so much.

Thank you, that's a great suggestion.

If you'd be willing to take it one step further with me...would the balance
be calculated in a query? If so, how would I specify certain dates, or more
likely in my case, all dates to total? How is a criteria set to only include
one employee's information?

"Bruce Meneghin" wrote:

I would recommend setting it up like a bank account. Leave earned is a
credit, leave taken is a debit. The earning or taking are entered as
transactions with a date, type of leave and amount. Don't think of
"entering" something every day. Instead, on any day (or all days) you can get
a REPORT of the leave balance.
Hope this helps

"AccessNewbie" wrote:

I'm fairly new to Access and am hoping for some advice if anyone is willing
to help.

My boss wants me to set up a database that tracks leave for each of our
employees. The leave accrues each pay period (mid-month to mid-month) and
must be separated by 9 different types of leave, vacation, etc. She wants it
to be entered day-by-day for each time period, but also have a running total
available for the entire year.

How would I start this out? Do enter dates by hand, download a calendar?
Any guidance on how to begin this process would be much appreciated. The
only examples I can find are for calculating pay and overtime, etc.

Thanks so much.

Yes, the leave balance would be calculated with a query as a SUM with a
GROUP BY employee. I would be inclined to have all leave amounts be in one
column, positive values for leave earned, negative values for leave taken.
If you want an interactive query, where you will be selecting a given date
or employee, then you will need to create a Form in which you can enter these
values and have the Form edit and run the query.

"AccessNewbie" wrote:

Thank you, that's a great suggestion.

If you'd be willing to take it one step further with me...would the balance
be calculated in a query? If so, how would I specify certain dates, or more
likely in my case, all dates to total? How is a criteria set to only include
one employee's information?

"Bruce Meneghin" wrote:

I would recommend setting it up like a bank account. Leave earned is a
credit, leave taken is a debit. The earning or taking are entered as
transactions with a date, type of leave and amount. Don't think of
"entering" something every day. Instead, on any day (or all days) you can get
a REPORT of the leave balance.
Hope this helps

"AccessNewbie" wrote:

I'm fairly new to Access and am hoping for some advice if anyone is willing
to help.

My boss wants me to set up a database that tracks leave for each of our
employees. The leave accrues each pay period (mid-month to mid-month) and
must be separated by 9 different types of leave, vacation, etc. She wants it
to be entered day-by-day for each time period, but also have a running total
available for the entire year.

How would I start this out? Do enter dates by hand, download a calendar?
Any guidance on how to begin this process would be much appreciated. The
only examples I can find are for calculating pay and overtime, etc.

Thanks so much.