Frequently Asked Question

Correcting Viewpoint Employee Leave Accrual
Last Updated 4 years ago

This procedure can be used to correct an Employee’s Leave Accrual and enable the system to correctly calculate PTO for the remainder of the current year.

Calculate the following figures needed to correct the Employee's Leave record
  1. Determine the amount of PTO that was accrued in the current year
    1. Run the PR Employee Leave History Detail report from the beginning of the year to the end of the current pay period
    2. Note the Employee’s Accrued total (report header)
  2. Determine the amount of PTO that was missed
  3. Determine the amount of PTO the employee has left to accrue for the year
    1. Remaining PTO Accrual = Number of Pay Periods x Leave Code Accrual Limit #1
Modify the Employee's PR Employee Leave record
  1. Populate the Employee Override Accrual Limit #1 with the Missed PTO total
  2. Populate the Employee Override Accrual Limit #2 with the total of the figures calculated in the previous section
    1. Accrual Limit #2 = Missed PTO + Accrued Total + Remaining PTO
Correct the Employee's current PTO balance
  1. Navigate to the PR > Programs > PR Leave Entry form and create a new batch
  2. Add an Accrual record to the batch for the Employee & Leave code
  3. Populate the Amount field with the employee’s Missed PTO total
  4. Process the batch and verify the employee’s PTO balance is correct
  5. If the PTO balance is correct, clear the Employee Override Accrual Limit #1
The employee will now accrue PTO, at the standard rate, up to the Employee Override limit.

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