Employee PTO Balances

Form ID: (PR406000)

By using this form, you can view PTO balances over a selected period for all employees or for only a selected employee.

Attention: Regular employees with the Internal User role cannot access the from. They can review their PTO balances on the Payroll Personal View dashboard and in the PTO section of their pay stubs.

Form Toolbar

The form toolbar has only standard buttons.

Selection Area

You can use the settings in this area to narrow the range of records listed in the table. The dates in the Start Date and End Date boxes are selected from the transaction dates specified for paychecks on the Paychecks and Adjustments (PR302000) form and PTO adjustment dates specified on the PTO Adjustments (PR306000) form.

Element Description
Start Date The starting date of the period for which records are to be displayed in the table.
End Date The ending date of the period for which records are to be displayed in the table.
Employee The employee whose information is to be displayed in the table. If none is selected, the table lists records associated with all employees.
PTO Bank The PTO bank whose information is to be displayed in the table. If none is selected, the table lists records associated with all PTO banks.

Table

The table toolbar has only standard buttons.

Table 1. Table ColumnsThe values displayed in the Total Hours Accumulated, Total Hours Used, and Total Hours Available columns are clickable links; clicking on them opens the Paid Time Off Details by Employee (PR641050) report for the selected date range, employee, and PTO bank.
Column Description
Employee The identifier of the employee.
Employee Name The name of the employee, as defined on the Employees (EP203000) form.
PTO Bank The unique identifier of the PTO bank as defined on the PTO Banks (PR204000) form.
PTO Bank Description The description of the PTO bank as defined on the PTO Banks (PR204000) form.
Effective From The date starting from which the settings of the PTO bank are applied to the employee.
Total Hours Accumulated The total number of hours accumulated in the PTO bank over the specified period for the selected employee.
Total Hours Used The total number of hours the selected employee used from the PTO bank over the specified period.
Total Hours Available The total number of hours available in the PTO bank by the end of the specified period for the selected employee.