PTO needs a way to report on balances per employee
It would be helpful to be able to pull a report that shows the current balances for an employee for each policy they are enrolled in. Also, the new PTO report is great, but what it lacks is a running balance alongside the list of approved PTO requests. For example, on a bank statement, with each transaction you can follow it to see how the debit affects the balance. If this sort of detail were simply included in the current report it would be very helpful to be able to understand how specific requests affected the history of the balance and to be able to answer employee questions about why their balance is what it is.
Anonymous
shared this idea
JT Abbott
responded
Thanks for sharing your feedback and idea with us!
Glad to hear you like the new PTO report. I can definitely see how this kind of transaction list with requests and accrual would be really useful for admins and employees both. The report is meant purely for historical purposes, but I could see this idea as an additional feature.
With limited work time and lots of ideas, we prioritize all suggestions with the most traction and support. Let keep the votes coming and we will build this!
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Michael Letourneau
commented
Please create a report that can be generated to show the balance each employee had remaining at the end of the year. This would allow employers to be able to see how many hours are needed for payout when they have a 0 carry over (pay out the balance) policy within the company. Ex: on 31December2020 employee x had 32 hours of paid time off remaining. The current system you have to physically look at the hours remaining on 31Dec each year before they are updated to the zero balance on 1jan due to not having rollover within our company.