Labor Paid Time Off Subtask

Use this screen to view and update Labor Paid Time Off records. The system uses the PTO pattern from Budget Cycle Initialization as the default for all the employees.

The budget tool includes assumptions about individual PTO accrual rates and the total hours of vacation likely to be taken by each individual.

Columns

The following information displays in the Labor Paid Time Off subtask.

Column Headings Description
ID Type This column displays the type of ID, whether Employee, Generic Staff or Key Entry.
ID This column displays the User ID of the resource.
Name The name of the resource displays in this field.
Org ID This column displays the Org ID of the resource.
YY-MM-DD This column displays the percent of annual accrued PTO hours to be taken in each period or sub-period.

Vacation hours from each individual’s total available hours are removed, along with holidays, according to a pre-defined percent distribution by accounting period or sub-period.

It can also account for vacation hours that will exceed what is expected to be accrued during the course of the year.

Fill Subtask

The following are the fields that display for the Fill subtask.

Field Description
Start Period

Click to display the calendar and select a starting date to copy values from.

End Period

Click to display the calendar and select an end date to copy values throughout.

Fill Values

If you click Fill Values, the value is copied all the way through in that one record from the starting date to the end date.

Fill Rows

If you click Fill Rows, the value is copied in all rows and columns from start date to end date.

Fill Columns

If you click Fill Columns, all values in the selected column are copied into all the other columns, from start date to end date. This means the whole column is copied and not just the value in that cell.