Manage and track employee account balances.
Understanding Account Balances (video)Understand calculations for a policy's balance.
Understanding PTO Transaction DatesLearn how PTO requests are processed.
Understanding Current Balance vs Remaining This Year
Setting PTO Amounts per PersonGive individuals different accrual rates/amounts on the same policy.
Initializing or Updating PTO BalancesSet balances for each individual assigned a specific policy.
Modifying a Person's Account BalanceAdjust an individual's account balance for a PTO policy.
Update Account Balances via File ImportModify account balances for many people at once by importing a CSV file.
Negative Balances at Year EndWhat happens to accounts with negative balances at the end of the year?