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Maintaining PTO Plan Records

When a PTO accrual plan setup is complete, you enroll employees in their plans, and record their accrued time taken. At year end, you run the PTO Carry Over process to clear down each employee's balance of unused accrued time, recording both unused time available for carryover, and residual time unavailable for carryover.

The net accrual calculation produces for an employee, his or her amount of accrued PTO at a given point in time. The results of this calculation are always available for review.

See Also

Enrolling Employees in PTO Accrual Plans

Recording Accrued Time Taken

Running the PTO Carry Over Process

Reviewing Employees' PTO Accruals

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