Overview:
If your are converting a new company over to PENTA, it is very important to ensure employee PTO balances are correct as of the conversion date. The video below walks through the process of performing a one time PTO adjustment entry to establish beginning PTO balances by employee as of your conversion/go live date.
Benefits:
- Establishes beginning PTO balances as of the conversion/go live date for all employees
- Ensures going forward calculations are correct by establishing the correct beginning balances
- Ability to enable or disable PENTA from posting accounting entries during this load
Roles:
- Payroll Manager
- HR Manager
Additional Content
- Penta Support/Implementation team can assist with loading this information in if there are a large number of adjustments needed
Location:
- Payroll > Employees > Employee Paid Time Off Adjustment Entry
Video: