Blog Post

The Most Efficient Way to Process an Employee’s PTO Payout in Scissortail HCM

Published on

September 2, 2021

By

by

Dana Zodrow

Through trial and error, I have learned that the most efficient way to process an employee’s PTO payout is via a time-off request.  If you try to add a payout to the actual pay statement, the system will not adjust the employee’s PTO balance.  Of course, you can adjust manually, but I like to let the system do all the hard work!  A PTO payout earning code must be added and available in the system.

  • Payroll Setup/Earning Codes
  • Add New Earning Code (top right)
  • Choose Roll up Earning Category
  • This would normally be “regular”
  • Enter Code Name i.e. PTO Payout
  • Enter Name i.e. PTO Payout
Graphical user interface, text, applicationDescription automatically generated
  • Choose Employee Debit GL Account
  • Verify lists that should include the PTO figures
  • Verify Scheduled Default Values
  • Verify Pay Statement Types to Apply to
  • Verify Default Settings
  • Once the earning code has been added, the employee will have the PTO payout option available on the time off request

My Time/Time off/Request

  • Choose PTO Payout in the Time Off Type dropdown
  • Click Start Request on the right above the calendar
  • Choose the correct allotment in the Request Type Box i.e. Multiple Days
  • Choose From and To Date(s)
  • Choose Hours Per Day i.e. 8
  • Add any additional comments
  • Click Submit Request
  • Request will be submitted to manager
  • Payout will process with the corresponding payroll
  • Under the “Extra Pay” tab
  • PTO Balance will adjust accordingly

Manual PTO Adjustment

If for some reason, you choose to manually adjust an employee’s PTO balance, here are the steps:

  • Accruals/Modify Employee Hours
  • Click the check box to the left of the employee you are editing
  •  Edit the appropriate time off category (PTO)
  • Under the hours remaining column, edit the number of available PTO hours
  • Click Save3

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