Overview:
PTO hours and accounting accruals can be configured to calculate and post automatically as part of the labor distribution process. If upon review an employee had the wrong schedule assigned, employee's adjusted service date was incorrect, or a one time PTO adjustment is needed, the Employee Paid Time Off Adjustment Entry window can be used to make adjustments outside of the automated calculation. The below training video walks through this process.
Benefits:
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After a Paid Time Off accrual schedule has been setup, it will need to be assigned to employees. There is a general hierarchy that determines how paid time off schedules get assigned to Employees.
- Employee Override (Overrides Pay Rate and Payroll Class defaults
- Pay Rate Default (Overrides Payroll Class Default)
- Payroll Class Default
The training video below walks through the process of assigning paid time off accrual schedules to employees, including the various default and override options.
Benefits:
- Assign PTO Accrual Schedules to Employees for automatic calculation and accrual of PTO hours/dollars
- Utilize the PTO Accrual Schedule Hierarchy to reduce the manual assignments that are needed but still achieve the desired calculations
Roles:
- Payroll Manager
- HR Manager
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- Payroll > Employees > Employee Paid Time Off Adjustment Entry windowPayroll Information window
- Payroll > Setup > Pay Groups, Payroll Classes, and Worker Compensation > Payroll Classes
Video: