Obtaining PTO Carryover Loss for Employees

You can use the Employee Carryover Loss form to produce a report that displays PTO carryover lost for each employee from the previous year. For example, if employees can carryover up to 40 hours of PTO and an employee has 60 hours available at the end of the year, the report would display 20 hours of lost PTO carryover.

Note: The report that the Employee Carryover Loss form produces does not apply to global PTO.

To obtain PTO carryover lost for each employee:

1. On the Reports menu, select Employee Loss Carryover under Payroll|Reports.
2. Select the Register Type.
3. Select the PTO Benefit Plan.
4. Enter or select the As Of Date.
5. Click Run. The PTO Carryover Loss Report displays. For example:

The report columns are:

• Employee ID: Employee ID.
• Employee Name: Employee name.
• Register: The register type.
• Benefit Plan: The PTO benefit plan.
• Carryover Lost: Amount of employee's PTO carryover lost since As Of Date.