Issue/Symptom/Question

We do not accrue PTO in Penta, is there somewhere that we can manually enter PTO balances?

Applies To

PTO Accrual

PTO Adjustment

PTO 

Payroll

Employee Paid Time Off Adjustment Screen
Payroll> Employees> Employee Paid Time Off Adjustment Entry 

Resolution/Fix/Answer

To manually enter/adjustment PTO balances:

• Navigate to the Employee Paid Time Off Adjustment Screen
• Enter the Employee Id/PTO Code in the respective field
• In the Effective date field, enter the day you want this balance to be available to the Employee for use
• Enter the Hours with which you would like to give the employee
  
• Enter a value of Y or N in the "Create Accounting Entries" field
  Note: If you enter Y here, Penta will post an accrual entry for this PTO
  Note: The accounting entry will be determined by the "Debit and Credit" accounts set up at the PTO code level
  
• If Accounting are to be posted, then enter the date you would like the distribution to take place in the "Posting Date" field.
• Exit the screen to affect the posting date.