Managing your Vacation and Sick Accruals with PTO Manager

Written By: Eric Gjerdevig

from June 5, 2012

Many clients that utilize payroll in Microsoft Dynamics GP want to expand upon the standard vacation and sick accrual functionality.  We just had this need ourselves internally.  PTO Manager does just this by providing the capability to include accrual levels based on seniority and additional functionality, such as carryover maximums and waiting periods.  You can also define whether or not accrual levels are based on an adjusted hire date or actual hire date to accommodate for things such as leaves or rehires. 

With PTO Manager you still have two different types of time (vacation and sick).  However, for each type you can apply multiple accrual schedules.  This would allow you to provide an additional accrual amount based on seniority.  You can see in the screenshot below that you can also define waiting periods, carryover maximums, and anytime maximums.  The carryover maximum is the max carried from one year to another.  The anytime maximum applies on an ongoing basis.  You can even set up a schedule to allow for different anytime maximums based on years worked. 

PTO Manager for Dynamics GP also allows you to setup accrual schedules for vacation and sick time based on years worked, hours worked per pay period, hours worked per year, and hours worked life to date.  The maximum amount an employee accrues at each level is determined by the “Maximum Hours Based On” field.  The options here are Pay Per Period/Variable, Pay Per Period/Fixed, Pay Year/Variable, and Per Year/Fixed. 

PTO Manager provides a lot of additional flexibility and automation of how you manage your vacation and sick time within Dynamics GP.  Contact a Microsoft Dynamics GP Payroll Partner for more information or help in setting up.