Note: This report can only be used by campuses participating in the SCO's Leave Accounting System.
This month's sample report request was developed by Vern Schuck at Sonoma State. It identifies exempt employees with CTO balances and generates a report that shows all their positions, exempt or not. This report could be executed on a monthly basis to identify individuals who must be paid off and their balances cleared. The complete report request is available in the CIRS common library as EXMPTCTO.
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ac:ssa position flsa lastname STREET CITY & STATE ZIP CTO
------ -------- ---- -------- ------ ------------ --- ---
000-98-7654 000-012-3306-001 E MONKEY 555 MAIN ST CHICO CA 95973 104.25
111-12-3456 000-070-2358 002 E CROW 123 EAST ST CHICO CA 95973 38.00
111-12-3456 000-358-0420-001 N CROW 123 EAST ST CHICO CA 95973 .00
111-12-3456 000-070-2358 001 E CROW 123 EAST ST CHICO CA 95973 .00
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Things to note:
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In order to gather the data for this report, multiple matches are needed. The first match uses the Active Current Status (AC) file and identifies all current employees with at least one FLSA exempt position, then all active positions (exempt or not) are gathered for the identified employee and held to your PERMSML file. The PERMSML data is then matched to the Leave Accounting Summary (LX) file to obtain the CTO balances.
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The resulting file will contain multiple rows for employees with multiple active positions. For those employees, only the first row will contain the CTO balance. The remaining rows for the employee will have a zero balance.
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The final data is held to your PERMLRG file in a Lotus format for downloading.
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The report contains record limits so it can be tested online. If you like the sample report generated, copy the report to your library, remove the record limits, and execute under batch.