Microsoft Great Plains provides very limited support for the accrual and tracking of employee PTO. The goal of Professional PTO is to enhance this functionality utilizing a “rules-based” system that gives Payroll and H.R. operators an easier, more accurate way to set up their company’s PTO rules inside Microsoft Great Plains. In addition to controlling employee PTO accrual, Professional PTO has a full suite of reporting options for both the Employee and the PTO Administrator.
Professional PTO allows operators to create and assign PTO Codes (much like Paycodes or Timecodes) to employees or employee classes. These PTO Codes provide amazing flexibility in creating PTO accrual rates. The operator can set up accrual based on the traditional hourly method (for every hour worked, an employee will accrue a fraction of that hour of PTO), or may simply set up how much PTO should be accrued for any unit of work performed (i.e. for every 14 days worked, an employee gets 1 day PTO).
In addition to enhanced functionality for creating PTO accrual rates, Professional PTO supports ‘Rules Based PTO’. This means that you can apply the same PTO Code to two different employees, but because of various factors, they will accrue PTO at different rates. For instance, your company could award 2 weeks of PTO per year for every employee who has worked at the company for 1 year, but 3 weeks if they’ve worked for a greater amount of time. In this case, you could set up two different PTO codes and apply them to each group of employees, or you could set up one PTO code for all employees and make it a variable rate code. You would then specify that you want different rates based on length of employment and specify the different rates. You can specify different employee classifications based on a number of factors, including number of hours worked in a week or pay-period, length of employment with the company, and average hours/days worked over a past time span.
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