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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / PTO Manager vs. HR Acc...
Microsoft Dynamics GP (Archived)

PTO Manager vs. HR Accruals

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Posted on by Constance Gilleland 1,290
Hi. I'm wondering if anyone out there has compared the functionality in these two products and can explain the differences available in each? I have a customer who is currently using PTO Manager, but they are getting some inconsistent results. Because I am not familiar with it and they already own the HR suite, I am considering changing them to the HR accrual functionality, but I want to make sure they won't be losing any features if I do that. Thanks for your help! Constance

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  • callen Profile Picture
    callen 4,595 on at

    The customer should not be receiving inconsistent results using PTO Manager. Those results need to be resolved before considering HR Accruals if the only reason for considering them is to get away from the issues.

    Basically, PTO Manager gives you the ability to track vacation and sick time accruals. You can set up accrual schedules which give you much more capability than Payroll's accrual capabilities.

    HR Attendance gives you the ability to track time for vacation, sick time, and any other kind of time. PTO Manager can accrue time in ways that HR cannot and vice versa.

    PTO Manager can also accrue time for employees with waiting periods. HR can't do that. Once HR accrues time, the employee can use it (technically, speaking).

    You should identify how the client is accruing time because that may be the obstacle.

  • Q Factor Profile Picture
    Q Factor 107 on at
    Thank you - that is exactly what I was looking for. It is the waiting period feature that they need. So now we need to investigate why some of their employees' time disappears altogether after a payrun and why other employees suddenly have 120 hours of time when they don't even qualify yet... :-)
  • Q Factor Profile Picture
    Q Factor 107 on at

    Hello, again. I have an additional question about PTO Manager. We do not have the year-end utility checkbox marked, as my understanding was this is only useful if you run everyone's accruals on a calendar year.

    In this customer's environment, each employee's accrual is based on his/her individual anniversary date.

    So when I ran the year-end closing for 2008 (GL only), all employees' accrued time was zeroed out and there was a newly populated table in the SQL database (PTO10200 table). I deleted the records from the table, and the system recalculated accruals properly during the next payrun.

     My question is: why did that happen and how can I prevent it with the 2009 close?  Am I supposed to mark the checkbox on the PTO Manager Utility setup window? Is this a bug?

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