The PTO Simulator in VeriClock lets administrators simulate and predict PTO accruals for employees based on their assigned rules. This article shows you how to use the simulator to confirm if employees are accruing PTO correctly, including how to handle past accruals and manually adjust balances as necessary.
The PTO simulator is a way to confirm an employee is accruing time correctly.
- The simulator can be used to display the possible accruals that could occur for a date range based on the current accrual rule assigned to that employee. This way you can see how time would accrue if the assigned rule is left as is.
- It can also be used to calculate balances owed from before the accrual rule was applied to the employee. Since PTO cannot apply accruals for time in the past, the simulator can be used to calculate accruals earned, which can then be manually added to the employee's PTO balance.
Simulator Fields
- Simulate PTO Type - this dropdown will display all PTO types set to active in your account.
- Accrual for - select from all active employees.
- Starting from - select a start and stop date to simulate an accrual for. **The date ranges picked are not the specific dates over which things are simulated. Instead, the simulator will pick the closest start/stop times to simulate entire accrual periods.**
- With initial balance - can leave it at 0 or enter a negative/positive starting balance.
- Simulate - the blue Simulate button is only clickable when there is a PTO Type + Employee selected.
- Download Balance History - after clicking the Simulate button, you can download a history of what would accrue based on the accrual rule assigned to the employee for that PTO type.
*Note - The simulator does not apply the accrued time to the employee balance. It is intended to simulate (demonstrate) how the accrual rule assigned to an employee would/could accrue time for that PTO type during the selected date range.*
See other Time Off Tracking Guides:
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