PTO front load balance at beginning of the year

SOLVED

How does everyone enter beginning PTO balances when they are front loaded?  We currently enter everything in as a manual check at the beginning of the year.  I saw a knowledgebase article about setting up an annual pay id - do you then just run a payroll and accrue it all then?  Or do you go to the employee record and add it on the pay item line?

Parents
  • +1
    verified answer

    Hi MaryWe,

    It would actually be a combination of both.  You would have to add the Accrual Pay ID to employee master file, check auto and change the frequency on that pay to Annually.  Then when processing your first payroll at the beginning of the year, you would have to remember to check annually under calculation frequencies.  If you need any further clarification, please let me know. I can be reached at [email protected]

Reply
  • +1
    verified answer

    Hi MaryWe,

    It would actually be a combination of both.  You would have to add the Accrual Pay ID to employee master file, check auto and change the frequency on that pay to Annually.  Then when processing your first payroll at the beginning of the year, you would have to remember to check annually under calculation frequencies.  If you need any further clarification, please let me know. I can be reached at [email protected]

Children