Reports > PTO / Other Earnings
Filter on intended payroll group, and press Show Report
Initiate activity from an employee's Primary or intended department for PTO use.
Expand employee history with "+"
Observe accumulation and balances of PTO and Other Earnings
Use the USE or ADD buttons to produce PTO / Other Earnings for a given date
Enter Hours PTO, Applicable Date, and Role (for assigning the applicable wage used for PTO), and Submit.
NOTE: The action will be blocked if insufficient PTO is available for use.
PTO will flow into the payroll output.
Workflow with EMPLOYEE initiating PTO use
From their Dashboard, employee can view balance and make request.
NOTE: Employee request will be blocked if it exceeds available balance.
Manager Approval of employee request
From Dashboard, manager can view and approve PTO requests
NOTE: Select schedule and rates for proper payroll mapping