Understanding How PTO Manager Works in Microsoft Dynamics GP

Hello,

We receive questions regarding Paid Time Off Manager (PTO Manager) from time to time and I found it fitting to provide you with information regarding how it works with tips on setup.

Here is a quick overview of PTO Manager and tips for setup:

• PTO Manager is available when you purchase the Human Resource and Payroll Extended Pack.
• It is a nice enhancement to core Payroll that accrues during the payroll process automatically without any extra steps.
  
• Set up accrual schedules to award Vacation or Sick time at different rates based on ranges such as years worked with maximums.
• Print and view PTO transaction details/history and PTO Adjustment tracking.
  
• Easy roll downs from master setup to employees.
  
• Time accrued can become available at the time of the pay run, or a waiting period can be set up to award hours on an anniversary date, a predefined date, or at year end. 
• PTO Manager utilizes the GP User Date at the time of a pay run to determine ranges, anniversary dates, and expiration dates.
• Microsoft Dynamics GP determines if Yearly Maximums on accrual schedules have been met by looking at the ‘Year-To-Date Accrued Hours’ on the Employee PTO Maintenance window.  Due to this, if a Waiting period is being used it is best practice to use Pay Period Maximums instead.
• It is ok to use 9.99999 as a calculation factor, but whenever you are able use the actual calculation factor.

PTO Manager Documentation and Examples: Click Here

I hope this document will help you understand how PTO Manager works, and give you insight when attempting to set up or implement this feature.

Thanks!

Isaac Olson

Sr Support Engineer

Microsoft Dynamics GP