WE HAVE A TIERED PTO ACCRUAL PROGRAM. FOR EXAMPLE 0-1 YEAR OF EMPLOYEMENT AN EMPLOYEE EARS XX AMOUNT OF PTO TIME. BASED UPON THEIR EFFECTIVE DATE AT 2 YEARS THEY EARN A HIRE RATE AND FROM 5 ON THEY EARN A THIRD RATE. CURRENTLY WE ARE HAVING TO SET CALENDAR REMINDERS TO MAKE SURE THAT WE UPDATE AN EMPLOYEES PTO LEAVE ACCRUAL. IT WOULD BE HELPFUL TO THE PR EMPLOYEE LEAVE FORM TO HAVE EFFECTIVE DATES SO THAT WE COULD ELIMINATE THE CALENDAR REMINDERS.
Gregg Burson
| Company | FRANKLIN WELL SERVICES |
| Job Title / Role | SENIOR ACCOUNTING ANALYST |
| I need it... | Yesterday...Come on already |
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We also have a tiered accrual program and could really use this. We are coming from ProContractor which has it. So it should be easy to convert over instead of having to manually adjust everyone.
This is possible via a UD table and a stored procedure, not that easy though. And reading from below, Scheduled Changes would work also. I created UD Leave Plans, each with all the employee override options (per our co/depts/unions/empl role) and its own set of annual accrual rates. We then run a store proc prior to each auto leave update, it sets all the employee settings. Works great. I also added 'Show on Stub' as an option (which was tricky), because we grant PTO to some field employees, but it is not official and highly subject to recent performance and the super doesn't want it on there.
Helpful if each PTO leave code had BEGIN and END effective dates so the employee automatically progresses to next level of accrual. We could set up multiple leave codes on each employee, but only the correct one would be in effect at the right time. Then some way of automating the rollover of available balance from old code to new code.
Kevin, can you explain why this would need to be done with any pay rate changes? And why a liability would need to be created? We do not record our PTO on our financials?
An easier method would be great, but you can currently do this with Scheduled Changes, right click the accrual rate and set the scheduled changes. This would need to be updated with any pay rate changes. For a client, I created a button that Auto Creates the Liability and Sets up the accrual and scheduled changes.
Kevin Halme | Constructive Tech Solutions | www.consttech.solutions
Yes this would be very helpful and less opportunity for errors when effective dates are already set.