Crystal reports

[pmacduff]

Ahhh...to my Crystal friends out there...I know I'm behind but recently upgrade to ver 12. [What a nightmare on the dates issue, but that's another story....]

I used a lot of the old "FDP" reports especially for status pages as we always liked that setup. With the new codes (status/category, what have you) the employees on my status pages are basically Active, Ineligible or Inactive; including the terminees. I'd like to have at least the terminees showing as "terminated" on the Status pages (and not "inactive - employement status).

Any ideas? I tried editing an old formula with an "if, then" type deal so that if the employee was terminated they would show as such. I get no errors when I check the formula in Crystal. But then when I run the report in Relius (and it does run ok), that space on the report is simply blank no "category" for anyone.

[Tom Poje]

I use

if {RPTEE.EEJOBSTATCD}='T' then 'Terminated'

else if {RPTEE.EEJOBSTATCD}='D' then 'Died'

else if {RPTEE.EEJOBSTATCD}='P' then 'Disabled'

else if {RPTEE.EEJOBSTATCD}='R' then 'Retired'

else if {RPTEE.EEJOBSTATCD}='L' then 'Leave of Absense'

yeh, a real pain having to modify all the reports I had.

[pmacduff]

as always, thank you for your help Tom!

I have the report just about where I want it now, just one more question...my "ineligible - age" and "ineligible - service" employees are fine and accurate, however if I have a person who is in these categories who terminated, the report isn't showing them as termed but as IE - age or IE service. They do have term dates in the file and on the report. Is this a matter of my going in and changing the "plan status" for the employee manually from IE to termed?

[Tom Poje]

well, on my census reports I use 3 different items:

category code (probably better named status code if I was to match Relius namimg, but these reports were created years ago and then modofied

- (I don't like print 'active' so I blank that out

if {RPTEE.EEPLANSTATCD} = 'A' then ''

else if {RPTEE.EEPLANSTATCD}='I' then 'Ineligible'

else if {RPTEE.EEPLANSTATCD}='X' then 'Inactive'

ineligible code

if {RPTEE.EEPLANSTATSUBCD}= 'A' then "Age"

else if {RPTEE.EEPLANSTATSUBCD} = 'H' then "Fails Hours req."

else if {RPTEE.EEPLANSTATSUBCD} = 'S' then "Fails Service req."

else if {RPTEE.EEPLANSTATSUBCD} = 'D' then "Excluded Division"

else if {RPTEE.EEPLANSTATSUBCD} = 'E' then "Elects Out"

else if {RPTEE.EEPLANSTATSUBCD} = 'Q' then "QDRO recipient"

else if {@new ee}=1 then "New participant"

else ""

ok, so if I have someone with an entry date that is equal to or greater than the report from date it will print 'new participant'

and then

status definition, which is what I listed the other day, e.g. 'terminated, etc."

[Fredman]

Is this a matter of my going in and changing the "plan status" for the employee manually from IE to termed?

As Tom points out in his formulas, there isn't a plan status of terminated. You're either Active, Inactive or Ineligible. From there, you can assign a reason code for each. On our reports, I believe we combine the Plan Status (Active, Inactive, Ineligible...RPTEE.EEPLANSTATCD) with the reason code (RPTEE.EEPLANSTATSUBCD) so that we can see why they are what they are. Tom does something similar with his "Ineligible Code" formula.

Once you separate someone's Employment Status (RPTEE.EEJOBSTATCD) from their Plan Status (RPTEE.EEPLANSTATCD) it is easier to understand.

Definitely some pains getting reports up to date, but once done we found it to be a much better way to track people.

[pmacduff]

Fredman - I like the rehire tracking much better. I have a few large clients that are notorius for rehires.

My big issue with "category" or "status" was that I wanted ALL terminated employees (whether participants or not) to show as terminated on the status pages. I had an old report that did that for me on prior versions. But when I updated, as you mentioned, I only had the option of active, inactive or ineligible on the standard reports.

I made some adjustments to my report and now have the results I wanted.

Thanks for the input!