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Running the PTO Carry Over Process

Run this process at year end for each PTO accrual plan, to clear down participants' balances of unused, accrued time. For each participant, the process stores time available for carryover to the new year on the plan's Carried Over <plan name> element, and stores time they cannot carry over on the plan's Residual <plan name> element.

Run the PTO Carry Over process from the Submit Requests window.

To run the PTO Carry Over process:

The net accrual calculation for PTO includes carried over PTO in determining an employee's accrued PTO to date. To set the net calculation rules, use the Net Calculation Rules window. To review an employee's carryover of accrued time, use the Accruals window.

See Also

Reviewing or Changing Net Accrual Calculations

Reviewing Employees' PTO Accruals

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