I understand that the PTO accrual for some of your employees hasn’t increased, and the report isn’t showing the expected updates, Kshiti. Let’s verify the employee’s information because it’s possible that the changes haven’t been saved previously or that hours accrued are set up differently.
Please note that the accrual options At beginning of year and On anniversary date are updated annually. Here are a few steps to help you troubleshoot:
- Let’s first verify PTO Policy Setup:
- Hover over My apps > Payroll > select Employees.
- Select the affected employee(s).
- Navigate to the Time Off section and then click Edit to review their PTO policy.
- Click the Pencil icon on the Paid time off dropdown to check if the accrual period, hours, and maximum balance are set correctly. If needed, you can edit these details.
- Hit Save.
- Ensure Accrual Dates Are Correct: Verify the accrual start date for the employee. If the PTO accrual is set to start on the employee’s anniversary or a specific date, ensure the dates align with the policy setup.
- Run Payroll or Update Current Balance: PTO increases happen after payroll runs, based on the accrual rules. If payroll hasn’t been processed for the affected employees, the increase won’t show. Alternatively, you can manually adjust the PTO balance in the Time off section for the employee.
- Check the PTO Report: From the Reports menu, run the Time Off (Vacation and Sick Leave) report. If the data isn't updating, we suggest refreshing your browser or clearing your cache to ensure you’re viewing the latest information.
You can refer to this resource for more details on sample calculations for accrued time off, based on how your PTO policy is set up: PTO accrual: How to calculate accrued time off.
Please let us know if you need additional guidance.
