How to set up PTO Manager for Microsoft Dynamics GP to accrue a specific number of hours based on the number of years employed

Set up the accrual schedule

1. Use one of the following options
   
   • In Microsoft Dynamics GP 10.0, on the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to Payroll, point to PTO Manager, and then click Accrual Schedules.
     
   • In Microsoft Dynamics GP 9.0, on the Tools menu, point to Setup, point to Payroll, point to PTO Manager, and then click Accrual Schedules.
     
2. In the Schedule Code field, type a new schedule name.
   
3. In the Range Based On list, click Years Worked.
   
4. In the Maximum Hours Based On list, click Per Pay Period Variable.
   
5. To create the first range, use the following information:
   • From: 0
     
   • To: .25
     
   • Calculation Factor: 0
     
   • Maximum Hour: 0
     
     The first range shows that no PTO time is accrued for the first three months of employment.
     
6. To create the second range, use the following information:
   
   • From: .26
     
   • To: 2.99
     
   • Calculation Factor: 9.99999
     
   • Maximum Hours: 3.69.
     
     
     The second range shows that anyone employed from 3 months to 2.99 years accrues 3.69 hours of PTO time per period regardless of the number of hours they worked during the period. For example, when an employee works 1 hour, the calculation factor of 9.99999 is used to calculate 9.99999 hours of PTO time. However, the maximum of 3.69 would override this calculation.
     
7. To create the third range, use the following information:
   
   • From: 3.00
     
   • To: 8.99
     
   • Calculation Factor: 9.99999
     
   • Maximum Hours: 4.46
     
     
     The third range shows that anyone employed from 3 years to 8.99 years of employment accrues 4.46 hours of PTO time per pay period.
     
8. To create the fourth range, use the following information:
   • From: 9.00
     
   • To : 999,999.99
     
   • Calculation Factor: 9.99999
     
   • Maximum Hours: 5.24.
     
     
     The third range shows that anyone employed 9 years or longer earns 5.24 hours of PTO time per pay period.
     
9. Click Save, and then close the Accrual Schedule Setup window.
   

Assign the accrual schedule to the employee

1. On the Cards menu, point to Payroll, and then click PTO.
   
2. In the Employee list, click an employee.
   
3. Click to select the Use Custom Accrual Method check box
   
4. In the Vacation Accrual Schedule 1 list, click the accrual section you created in the “Set up the accrual schedule” section, and then click Select.
   
5. In the Vacation Waiting Period area, in the Waiting Period Expires field, type a date that is six months after the employee hire date.
   
6. Click Save, and then close the Employee PTO Setup window.
   
   

DISCLAIMER