Paid Time Off by Code screen

Use the Paid Time Off by Code screen to create a report of employee paid time off by paid time off type. The report only includes employees assigned to Pay System screen to which you have access. You can print or save this report.

For more information on running this report, see Run and Print Reports.

Note: To open the Paid Time Off by Code screen, click Employees > Reports > Paid Time Off by Code in the All Tasks pane.

You can control the output of the Paid Time Off by Code report by entering details in one or more of the following fields on the Options tab:

  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, click to select the version to use for this report. If you haven't modified the report, this field doesn't appear.

  • Date Type - Select Posting Date to show paid time off based on the posting date. Select PTO Date to show paid time off based on the date it was taken.

  • Report From Date - Enter the start date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. This is typically the first day of the payroll cycle. This field is required.

  • Report Through Date - Enter the end date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. This is typically the last day of the payroll cycle. This field is required.

  • Company - Click to select one or more companies for the report. If no companies are selected, all companies appear in the report.

  • Employee - Click to select one or more employees for the report. If no employees are selected, all employees appear in the report.

  • Employee Status - Click to select one or more employee statuses for the report. If no employee statuses are selected, all employee statuses appear in the report.

  • Paid Time Off - Click to select one or more paid time off types for the report. If no paid time off types are selected, all paid time off types appear in the report.

  • Paid Time Off Status - Click to select one or more paid time off statuses for the report. If no paid time off statuses are selected, all paid time off statuses appear in the report.

  • Detailed/Summary - Select Detailed to show paid time off hours and amounts accrued and paid by payroll check or advice. Select Summary to show a summary of paid time off hours and amounts accrued and paid.

  • Show Burden Line Separately - Select the checkbox to show burden separately from paid time off. Deselect the checkbox to include burden in the paid time off line.

    Tip: You can use the Modify Reports screen to customize the format and layout of this report.