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Microsoft Dynamics SL (Archived)

PTO Calculations

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Just want to make sure I'm not missing anything.  You can only choose one calc. method correct?  either , Hourly, per pay, monthly, or annually???

We calculate our PTO both on a Monthly accrual as well as an added amount on Anniversary (yearly) dates.

can the system allow the use of both methods?

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    on at

    Hi Jeffrey,

    True you can have a benefit defined only one way.  But you could set up two different benefits and have 2 different benefit classes.

    The only down side to this is that to use benefits, you must assign the benefit ID that will be reduced when you enter earnings.  You would need to set up and enter 2 different earnings IDs to use these two different benefit IDs.   Or, I expect that you could only one earnings/benefit usage that pays out more units than they have accrued and then synch up the amts available between the 2 benefits in Employee Maintenance>Benefits tab.  Numbers there can be changed anytime.

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