Employee PTO Detail Report

This report provides information about employees' paid time off.

To run this report, do the following:

1. Enter the Selection Parameters to determine what displays on the report. If left blank, all employees display:
• Enter the report filters to display on the report:

Field Description
Employee Status Enter the Employee Status. The Status Description displays.
Register Type Enter the Register Type. The Class Description displays.

• Select the Report Type to determine what information displays in the report:

Report Type Description
PTO YTD Detail Report Displays an employee's paid time off details in a year-to-date format.
PTO Absence Summary Report Displays a summary of absences.

PTO Absence Summary Report by Department

Displays a summary of absences by department.

PTO Absence Summary Report with Accrual Level

Displays a summary of absences, including accrual.

PTO Absence Summary Report with Accrual Level by Location

Displays a summary of absences by location, including accrual.

PTO Absence Summary Report with Buyback

Displays a summary of absences, including buyback.

PTO Absence Summary Report with Buyback by Department

Displays a summary of absences by department, including buyback.

PTO Absence Summary Report with Buyback by Location

Displays a summary of absences by location, including buyback.

PTO Absence Summary Report with Buyback by Pay Group

Displays a summary of absences by pay group, including buyback.

PTO YTD Absence Report by Hours Used

Displays year-to-date absences by hours.

PTO Payroll Equivalent Report For Current Year

Displays PTO as payroll equivalent for the current year.

PTO Payroll Equivalent Report For Previous Year

Displays PTO as payroll equivalent for a previous year. Enter the Report Year.

2. Enter or select the Year-End Date. (This field does not apply to the PTO Payroll Equivalent Report For Current Year and PTO Payroll Equivalent Report For Previous Year report types.)
3. Click Run. The report displays. For example:

The report columns that display are based on the criteria specified in the form:

• Employee Name: Employee name displays as last name first.
• Employee: Employee ID.
• Register Type: The paid time off type.
• Start Date: The date the paid time off starts.
• Accrued Thru: The date through which the paid time off is accrued.
• Year End Date: The paid time off year end date.
• Plan Description: The paid time off plan description.
• Carryover: The amount of time carried over from a previous year.
• Accrued: The amount of time accrued during this plan time frame.
• Used: The amount of time used during this plan time frame.
• Available: The amount of time carryover added to accrued minus the used time.
• Register Type: Indicates the type of PTO employees accrue.
• Date Taken: The date the paid time off was used.
• Day Taken: The day the paid time off was used.
• Reason: The reason given to use the paid time off.
• Hours Used: The amount of time used for that date.
• Location: The employee's location description.
• Accrual Level: The accrual level entered.
• Dept: The employee's department description.
• Buyback Amount: The dollar amount the remaining paid time off is worth.
• Hourly Rate: The employee's hourly rate.
• Pay Group: The employee's pay group description.