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Execute PTO Hours Carryover

Estimated reading time: 7 min

Step 1: Open PTO Hours Journal, select ‘Actions’ > ‘Functions’ > ‘Accruals Carryover

Step 2: ‘Edit PTO Carryover’ screen opens

Step 3: Enter a ‘Date’ and then enter a ‘PTO Carryover Date Range’ or ‘Date Formula’

  • The ‘Date’ will determine how the ‘PTO Carryover Date Range’ formula will calculate the hours to carryover. For example, if you set a date of ‘12/31’2018’ and enter a ‘PTO Carryover Date Range’ of ‘1d’ then all hours that are calculated to have accrued on the day of 12/31/2018 will be carried over.

Step 4: In ‘Payroll Employee’ section, filter desired employees. Select available options that apply to your selected filter. In this case we are selecting an employee number

Step 5: Select from available employees in the drop-down menu

Step 6: Click ‘Ok’

Step 7: Review the hours in the PTO Hours Journal

Step 8: Select ‘ACTIONS’ > ‘+Posting’ > ‘Post’

Step 9: Click ‘Yes’ in pop up window ‘Do you want to post the journal entries’

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