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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