View and Edit PTO in iSolved Portal
Log into the Isolved portal for all instructions below.
To View Employee PTO Balances
Admin goes to:
Employee Management > Employee Benefits>Accruals>Leave Accruals
To View Accrual History
To research PTO accruals and balances, admin goes to:
Employee Management > Employee Benefits > Accruals > Accrual Balance History
Make sure you're looking at the correct section (Sick or Vacation).
View the Starting Balance column to see the PTO balance as
of the pay date listed in the "Pay Date" column.
It is important to remember that “accrued” does not
necessarily equal “balance.” The balance is your total including anything
carried over from the previous years. The accrued amount is just what you’ve
earned in the current year.
To View Projected PTO Balances
Admin goes to:
Employee Self-Service > Time > Time Off Balances
To Generate a Report so Employee Can See Time Off Accrual History
There is a report that you be run as an admin and sent to employee:
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