To view information on employees' accrued PTO, use the Accruals window.

   To view an employee's net PTO accrual:

1. Set your effective date to the day for which you want to calculate PTO entitlement.

2. In the Assignments Folder, query the employee's name. Choose the Accruals button to go to the Accruals window.

3. Query the accrual plan in the Name window.

   The Dates region shows the dates that the accrual formula uses for the entitlement calculation. These are typically from the start of the accrual term to your effective date. The Net Entitlement field displays the net accrued days or hours between these dates. The Last Accrual date is the end of the last complete accrual period, if the formula does not calculate accrual for partial periods.

   If you allow maintenance of negative balances of accrued time at your installation and an employee's time absent exceeds time accrued, the net entitlement appears as a negative number.

   Note: Net Entitlement can exceed the accrual ceiling if you have increased entitlement using an adjustment element or the Carry Over element. If you have adjusted net accrual so that it exceeds the ceiling, the employee will accrue no time until net accrual falls below the ceiling.

   The Entitlement Details region shows the values used in the calculation of the net entitlement:

   • The <plan name> element stores current accrued time.

   • The <plan name> Carried Over element stores accrued time carried over from the previous accrual term. If the plan has an expiry date for carried over time, the value shown after the expiry date is the amount of accrued time that was used. Any remaining time was lost.

   • The absence element stores accrued time taken.

   • Any other elements created at your site to hold values used for calculating net entitlement, such as elements to store bought or sold PTO.

   If the accrual plan uses the seeded formulas, note that an absence is included in the accrued time taken figure if it starts on or before your effective date.

   Attention: When reviewing employee accruals at the end of an accrual term, remember that carried over and residual PTO appear only after the PTO Carry Over process is run.