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Setup an Initial PTO Balance

For the system to start calculating PTO balances accurately for every specific user, an initial balance for all individual users needs to be set up.

The date for this balance needs to be specified for all users.

While assigning PTO assignments to users, the balance date and balance are auto-filled, based on the PTO policy,  which can be changed also.

To assign PTO balances to users:

  1. Click on Calendars/Timesheet & PTO/Leave – Leave policies- Click on the leave policy.
  2. Click on the Assignments tab – Add assignment – Enter the name of the user.

  1. The balance date and balance are auto-filled based on PTO policy and can be changed also.

For assigning PTO balance to users in bulk, kindly use the import functionality – Learn more

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