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HR and Payroll for Business Central

PTO Time Off Accruals – Lump Sum

  • General Notes
    • PTO is based on Hire Date
    • If the EE does not have a Payroll Document, they will not accrue
    • PTO is based on Payroll Divisions
      • Setup Groups >> HR Setup >> Payroll Divisions
         Add Code and Description for each Division needed – i.e., accrual policy

      • Setup Groups >> Payroll Division Templates >> PTO Templates
        NOTE:  Need one for each tier you need to setup

        • General
          • Division Code
          • Earnings Code = Vacation, Sick, PTO, etc.
          • Starting Date Formula = OD (immediately), 30D, 5Y, etc.
          • Hours Limit = Max hours ever allowed – at no time will the system allow them to go over this number (this includes the carry-over)
          • Hours Limit = carry-over + total hours accrued for the year
          • Year Carryover = If this is turned on, you MUST have an amount in Carryover Hours Limit. If they have unlimited carry-over, then you can enter 99,999
          • Restricted Until Date Formula = “probation” – will calculate but not appear in balance bucket.  Ex. 90D = 90 Days

      • PTO Lump Sum Setup
        • Based on Hire Date
        • Must run and post PTO Journal prior to beginning batch each payroll (See below for more info.)
        • Use Lump Sum Hours = On
        • Lump Sum Hours = Enter number of hours EE receives for that tier
        • Anniversary Date Formula = If based on Calendar Year, enter:  CY+1D
        • Do Not Modify Anniversary Date = DO NOT TURN THIS ON
          • This is ONLY used if the first-year accrual is weird

          • Employee Setup
            • EE card
            • Administration
              • Payroll Division = must be present
              • Process
              • Create PTO Hours from Template
                • This assigns the PTO policies to the EE

Questions / Resources

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Find demos, tutorials, and more at our video library.

Last Review:    6/30/2021 – Revision: 0.0

Key Words: PTO, Lump

CategoriesPayroll NOW

KB Number: KB15-014

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