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Load PTO Balances as of Conversion Date

Owned by Kyle Niekamp
Last updated: 06 21, 2022 by Claire Aleman

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:

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