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January 31, 2021
Question

Want PTO amts to reset at FLAT AMT @ the beg of the yr - NOT accrued

  • January 31, 2021
  • 6 replies
  • 31 views
This is throwing off our PTO balances and creating a lot of confusion and wasted time!

6 replies

RenjolynC
Level 9
January 31, 2021

I hear you on this, tkudla.

 

You can reset the PTO balances, by following these steps:

 

  1. Go to Payroll > Employees.
  2. Select employee’s name and click the Edit link next to Pay.
  3. In the How much do you pay [employee]? section, select Edit.
  4. Select Paid time off,  Unpaid time off, Sick Pay, Vacation Pay or Holiday Pay.
  5. Enter the hours per year and Maximum allowed hours (optional).
  6. Hit OK, and then Done.

Please see this sample screenshot for a visual reference:

 

 

If you need to add hours that someone has earned, you can enter those hours to the Current Balance and then select OK.

 

For more details, feel free to check out this article: Set up and track time off in payroll. 

 

Please let me know if you have further questions about the process. I'm here to offer additional help. Have a nice day.

tkudlaAuthor
February 1, 2021

Hi, thanks for your reply.  I actually did go in and change every employee's designated pay individually, adding the annual flat amount to be renewed at the beginning of the year, and it is STILL accruing per pay period and changing over on anniversary date. : -/