Adjusting Accrued or Carryover Hours for Employees
You can use the Employee PTO Register Adjustment form to adjust an employee's number of accrued hours or carryover hours from a previous year. You can also adjust the accrued through date.
Note the following when using the Employee PTO Register Adjustment form:
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When you archive a register, you cannot adjust it. Therefore, to prevent you from making an adjustment to an archived register, these register types do not display as an option in the Register Type field. |
Note: The system automatically assigns the Journal ID.
In addition, you can access the PTO Register Adjustment Import form by clicking the Import icon (
) that displays in this form. See Importing PTO Adjustment Information for more information.
To adjust an employee's number of hours, do the following:
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1.
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Enter the Employee by either entering the name, Social Security Number, or ID to display a pop-up list of matching employee records. You can also click the field label or press Ctrl+Enter with your cursor in this field to open the search window. |
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2.
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Select the PTO Register Type for this adjustment. |
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3.
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Enter the Effective Date, which is the day of the adjustment or the start date of the adjustment period if the adjustment spans multiple days. |
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4.
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Enter the Calculated Hours to add to the employee's PTO register. |
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Enter the Carry-Over Hours to add to the employee's PTO register. |
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6.
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Enter the Calculated Thru Date, which is the date through which you want to update the employee's accrued through for the register type. Further accruals occur for payrolls with a pay date after this date. If you want to adjust only the date, enter zeroes in the hours fields. |
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7.
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Enter a Comment about the adjustment, if applicable. For example, you can use this reference a specific voucher or event. |
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