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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