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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 

Benefits:

• Provides an accurate record of all financial transactions
• Aids in compiling key financial statements
• Provides the ability to authorize general ledger accounts for one, some, or all organizational units
• Provides subledger requirements and ensures the ledger is always in balance with the subledger details

Roles:

• Accounting Manager
• CFO

Additional Content

• Add additional content here as needed
• Example: Video may not cover the details of on us information in the bank account information window. A link to a KCS article should be listed that contains that detailed information that is relevant to this topic

Location:

• Financial & Accounting > Setup > Accounts > Chart of Accounts

Video: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.

1. Employee Override (Overrides Pay Rate and Payroll Class defaults
2. Pay Rate Default (Overrides Payroll Class Default)
3. 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

Additional Content

• N/A

Location:

• Payroll > Employees > Employee Payroll Information window
• Payroll > Setup > Pay Groups, Payroll Classes, and Worker Compensation > Payroll Classes

Video: