PTO Adjustments

Form ID: (PR306000)

On this form, you can create and process PTO adjustments to modify PTO balances for specific employees.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.

Command Description
Release

Releases the PTO adjustment, causing the year-to-date available hours of the selected PTO bank to be corrected by the number of adjustment hours for the selected employee. The status of the PTO adjustments changes to Released as a result.

This command is available only for a PTO adjustment with the New status.
Void

Generates a PTO adjustment with the Voiding Adjustment type, mirroring the original PTO adjustment but with reversed values in the Adjustment Hours column. The original PTO adjustment is assigned the Voided status as a result.

This command is available only for a PTO adjustment with the Released status.

Summary Area

In this area, you can specify the settings for a new PTO adjustment or select an existing PTO adjustment for viewing and possible modification. The elements of this area are summarized below.

Element Description
Type The type of the document, which can be one of the following options:
  • Adjustment:
  • Voiding Adjustment:
Reference Nbr. The unique identifier for the PTO adjustment. This number may be automatically generated by the system based on the settings specified on the Payroll Preferences (PR101000) form.
Status The current status of the document, which can be one of the following:
  • New: The document has been created. For a document with this status, the Release command is available on the More menu of the form. Only PTO adjustments with the New status can be deleted from the system.
  • Released: The PTO adjustment has been released and the year-to-date available hours of the selected PTO bank have been corrected by the number of adjustment hours for the selected employee. For a document with this status, the Void command is available on the More menu of the form.
  • Voided: A PTO adjustment with the Voiding Adjustment type has been created based on this PTO adjustment.
Date

The date of the document. When you save a new PTO adjustment, the system inserts the current system date in this box. This date is non-editable to prevent adjustments to PTO balances in the past or future.
Description The description of the document.

Table

When creating a PTO adjustment, you must fill in this table. You can import PTO adjustments from an Excel file by using the Load Records from File button on the table toolbar. The system does not allow the entry of multiple rows for the same combination of employee and PTO bank.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 1. Table Columns
Column Description
Employee The identifier of the employee whose PTO balances are to be adjusted.
Employee Name The name of the employee, as defined on the Employees (EP203000) form.
PTO Bank The PTO bank whose balance is to be adjusted.
Initial Balance Read-only. The balance of the PTO bank before the adjustment.
Adjustment Hours The number of hours (positive or negative) by which the balance of the PTO bank is to be adjusted.
Adjustment Reason A reason for the PTO adjustment, which can be one of the following: Initial Balance Correction, Bonus or Incentive Allocation, Accrual Modification, Time Card Usage Correction, Accrual Earned Correction, Data Entry Correction, Carryover Correction, Maximum Accrual Correction, or Other. If you select the Other adjustment reason, the Reason Details column becomes editable for custom input.
Reason Details A custom reason for the PTO adjustment. This box is available only if Other is selected in the Adjustment Reason box.
New Balance Read-only. The adjusted balance of the PTO bank.
Balance Limit Read-only. The established balance limit for the PTO bank.