Employers and Feature Admins with PTO access can run the Paid Time Off (PTO) report when Paid Time Off is enabled for the company.
About the report
Use this report to pull PTO information for employees in the PTO subgroups you select. Depending on each subgroup's PTO approach (Annual Allotment or Accrual Bank), the file can include PTO approvers, annual amounts or accrued balances, used and future scheduled time off, remaining days, and time until PTO resets.
How to generate a Paid Time Off (PTO) report
- Select Reports in the top navigation.
- Select Standard.
- Select Paid Time Off (PTO) from the Standard Reports listing.
- Under Subgroups, select the PTO subgroups to include, or select All Subgroups. Selected subgroups must use the same PTO approach.
- In Send Report To, enter or confirm the email address that should receive the download link.
- Select Generate & send.
BerniePortal emails a download link to that address. Download the report from the link promptly; the link expires after one hour.
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