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> Holiday Planner Demo, Access 2003    
 
   
slynch
post Jul 12 2019, 04:56 PM
Post#101



Posts: 6
Joined: 5-July 19



see my answers below...The data is not confidential but just to be safe I will zip and email.


(1) What version of Access are you using? I am assuming it is A2007 or later.

[SL] Access 2010

(2) Is this facility to be part of a larger database or will it be a 'stand alone' system, i.e. just the demo database with a few extra 'bells and whistles'? It sounds like you are transferring the data from a spreadsheet into a database in order to make it easier to use and more easily expandable (a very wise choice if that is the case).

[SL] This will integrated with my main larger database. I have already tested the integration and it works like a charm. And yes this is a transfer from excel which will finally give us a full end to end system in access. this Holiday tracking is the final piece of the puzzle.

(3) Will this database be used on a single PC or will it be used in a Local Network environment where other PC users will have access to the database?

[SL] It will be over a shared Network environment. The main database is split with the back end on the network drive and local front end deployment. I did notice that the tblWeekData table was a temporary table so from a performance standpoint that is stored on the local front end.

(4) You said that there are three vacation types that need to be counted but you did not say which three! Which types do you want to include in the count and is likely that you would ever change those types to include others or exclude one of those three (we can 'hard code' those three in the VBA code, not usually a good idea, or we can store them in a table which is more flexible but a lot more complicated to code).

[SL] I actually only need two 1) "Vacation" and 2) "Birthday Floater" to be counted in against the allotment. I would like to keep this flexible but if hard coding is easier I have no problem with that as long as I can update it later if needed. I did add a checkbox in the tblHolidayType to specify what needs to be added but again if hard coding is faster im cool with that as it should not change much at all.

(5) How exactly does the Region allotment system work? I can see that different regions will have different numbers for the number of vacation days allowed and that it varies a bit at different times of the year (I guess that summer and winter allocations would be different) but is this always the same for each year or can it vary from year to year? You will need to store this information in a table (which I guess you have not done yet) so that you have a record/s for each region and fields to hold the date range for each period of maximum number of vacations. I am guessing that it would be something like January 1st to March 31st would be (say) 7, April 1st to September 30th could be 10 and maybe November 1st to December 31st would be 7 (or whatever) and that this would be the same each year. Perhaps you can explain further.

[SL] You nailed it exactly! for the most part these allotments are the same for each region every year. but Again I would like the flexibility to update it if business needs change. I have also added a mock Allotment_tbl

(6) I agree that the method to use would be to add another row of 28 Text boxes above the green boxes that I have already done which would hold the maximum allocation for each date and then that figure would be compared to the actual number of employees on scheduled vacation to determine whether to highlight the box in red or whatever (not sure where you got the number of 52 Text box controls as 2 x 28 = 56!). If the count does go to a negative value, do you want to highlight those boxes in a different color?

[SL] Sorry for the bad math I was tired lol it should be 56. If the count goes to a 0 or negative value it should highlight red to indicate full or over.

(7) Do you want to remove any of the facilities that are currently included in the demo? For example, do you need the facility to show Public Holiday dates in a different color or to show the Saturday and Sunday dates in grey or any other built-in features. Since you are starting from scratch with this database you might as well remove anything that you are never going to need as it will simplify things if you should ever need to make further changes yourself at a later date.

[SL] Public Holidays will be useful for sure everything else is fine with me. The only other piece is the frmEmployee form but again not a big deal to update.

(8) What size screen are you using (in pixels)? If you are going to use this database on more than one PC then you will need to determine the smallest size screen in use. We will need to make sure that the forms will fit on screen or maybe you will want to make the forms (the main form anyway) bigger if you are using a larger screen (I normally design any demo software to fit on the smallest screen size that is in general use).

[SL] 1920 X 1080 but the Demo size works just fine as well.

Tks

SL
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Mickjav
post Aug 25 2019, 04:30 PM
Post#102



Posts: 76
Joined: 25-November 18



QUOTE
(4) You said that there are three vacation types that need to be counted but you did not say which three! Which types do you want to include in the count and is likely that you would ever change those types to include others or exclude one of those three (we can 'hard code' those three in the VBA code, not usually a good idea, or we can store them in a table which is more flexible but a lot more complicated to code).


I have been working with this

In the UK The following applies

Maternity Leave: This is payed at 90% of gross wages I think but not 100% this is a sliding scale
Sick Pay: Is Payed at a rate but not for the first 5 days of sickness I think It my be limited to 26 weeks but not 100%
Compassionate Leave: their is no regulation to say a company should pay it but a company would normally pay said inless it's being abused
Annual Leave: This uses the employees holiday allotment
I have added a type
Converted To Holiday: I added this as my manager changes sick days to Holiday days but wanted a way to remember how many days have been converted

I am working on this view image below but it wont be include as a fully working feature Until version 5

P.S. I think their is also a male Maternity leave will have to look into what it's about more time in my future on .gov lol

Attached File  2019_08_22__1_.png ( 44.97K )Number of downloads: 28

This post has been edited by Mickjav: Aug 25 2019, 04:48 PM

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All open code examples and free projects are only available from: Database Dreams
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Mickjav
post Sep 7 2019, 04:33 AM
Post#103



Posts: 76
Joined: 25-November 18



Hope You don't mind peter but was going though my project management system updating the holiday planner to current version when I noticed the holiday report was showing all entries for all years as my project management system goes back a lot of years it was a lot.

so I made the following change to the query: qryHolidayListReport

I added a new field with the expression: HYear: Year([StartDate]) you can call it what you like

And A Criteria: Year([Forms]![frmHolidays]![txtDate])

For those new to access what this does is limits the output of the report to the current year being viewed on the holiday planner, I didn't thing it needed a date range popup.

P.S. I used the start date only as I was only interested in holidays starting in a given year.

hope you find this of use mick

--------------------
All open code examples and free projects are only available from: Database Dreams
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Peter Hibbs
post Sep 7 2019, 09:45 AM
Post#104


UtterAccess VIP
Posts: 1,741
Joined: 17-June 10
From: Dorset. UK.


Hi Mick,

OK, good idea - I hadn't thought much about the report side of the design.

Peter.
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mbsqw1d
post Oct 23 2019, 11:50 AM
Post#105



Posts: 3
Joined: 21-October 19



Hi Peter

What an incredible bit of work this is!

I've done my best to read through the thread and see whether this has already been covered but couldnt see that it had. Basically, I wondered if it would be very simple to enable a filter for the department?:



Thank you so much

Martin
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Peter Hibbs
post Oct 23 2019, 02:02 PM
Post#106


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Posts: 1,741
Joined: 17-June 10
From: Dorset. UK.


Hi Martin,

welcome2UA.gif and thanks for your kind comments.

It is certainly possible but it depends on how you want the chart to look when you select a specific department. For example, if you selected, say, the Accounts department, would you still want to see ALL the departments and their employees but only the Account department employees holidays - or - would you ONLY want to see the employees for the Accounts department along with their holidays?

It looks like you have downloaded Version 1 of the demo, is there a reason for that and if not, then I would recommend you use Version 2 for any further databases.

Let me know what you want I will have a look at doing the modifications for you (they might be a bit complicated so it will save you some time if I do it).

Peter Hibbs.
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mbsqw1d
post Oct 23 2019, 04:18 PM
Post#107



Posts: 3
Joined: 21-October 19



Hi Peter - thank you for the kind welcome, my registration is long overdue!

Yes I expect it isnt too straightforward the more i look... I would prefer for the list to only show employees who belong to the selected dept showing. And then the popup which opens when clicking on the date column would give a count of leave for that team rather than all departments together. My other way round tgis would be to simply setup individual leave diaries for each team... not sure that would be incredibly efficient... but perhaps that could have some other benfits such as if more than one user is attempting to book leave at the same time etc.

I was looking at another setup of yours, the Outlook Calendar copycat design, and i think a member on here had it redesigned so he could select 'Chambers' (teams) from a drop down?

I have actually been working on a vers 3a actually, sorry i just pinched a screen shot of the v1 to point reference.

I'd also be wanting to include some form of validation with regards to leave entitlement. I'd add this into the employee table and look at having a query sum a running total, once reached, a msg should show and not allow anymore leave to be booked for that individual.

You are so incredibly kind to offer your services like that! I am reading through every part of your design in order to learn the best I can however I do expect these changes will be beyond me at this point 😔

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Peter Hibbs
post Oct 25 2019, 08:41 AM
Post#108


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Posts: 1,741
Joined: 17-June 10
From: Dorset. UK.


Hi Martin,

OK, try this one. I have added a Combo box to the main form where you can select a department and just show the employess in that department. This also filters on some of the other facilities, for example - if you print the holidays it will only print the selected department and the same for the Find Holiday option, only the employees for the selected department are displayed in the list (although you can override that by clearing the Filter field at the top of the form).

I have added a new field to the Employees table which sets the maximum number of holidays they can have for the calendar year (if you use a different period like the financial year or whatever, then you would need to change the code a bit). On the pop-up Employee Record form the Total Days Taken field turns red if the number exceeds the maximum level for that employee (you will need to fill in that field for your employees first, of course). This applies to all types of holiday (or leave) so you would need to change that if it only applies to Annual Leave or whatever.

This is only a quick demonstration of what you could do with the form, there are probably all sorts of changes you will need to make. I guess, for example, that you could display a pop-up warning message if the user adds a holiday period to the chart by dragging the mouse over the dates or maybe you could open a pop-up form showing the leave status for employees in a selected department when you click on that Department column on the left, and so on.

Just one reminder though, if you are using the form in a multi-user system where the database is split into front-end and back-end files, the table tbxWeekdata must be in the front-end file for the form to work properly if two users are using it at the same time.

Anyway, let me know how you get on and good luck with the project.

Peter.
Attached File(s)
Attached File  Holiday_Planner_V8.zip ( 267.22K )Number of downloads: 56
 
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mbsqw1d
post Oct 30 2019, 02:25 PM
Post#109



Posts: 3
Joined: 21-October 19



Thank you so much Peter, you are incredibly kind. I'll make a start at looking through your latest work very soon and yes I'll certainly let you know the outcome. Thanks again. Martin.
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