PTO balance at date of termination

I think a simple query for all transactions for the employee and plan up through termination date-- and a sum of the amounts (being careful to ensure that adds and minuses are accurately reflected in your data) would work. Might there be some complication that would make that calculation not work for your situation?

Yes, the complication would be the added element of my sluggish brain.

But, just to be sure...sum up TA_HOURS (from TAEMPTRANS) thru the employee's TERM_DATE, correct?

Yep, that should do it. Just a couple of other thoughts. I cannot remember whether TAEMPTRANS has both an effective and log date. If it does, be sure to use the effective date to select records. Also, check the status of records just for kicks -- to be sure they were all processed. There's a slim chance that records were processed without having been posted to the balance. If that turns out to be true, you'll have to decide whether to incorporate them into the balance.

You are right on the money with the table, TAEMPTRANS has that data. I created a PTO balance report that each employee can run on a dashboard that does basically what you are asking.

Sum the total of the transactions and you should get the answer you are looking for. You may have to exclude certain transaction types like PTO payout, also when the plan posts ours is set up to hit a holding status then the final post during PR processing. I had to exclude that in/out processing.

Thanks for the help folks.