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Hi everyone, 

We have a requirement to implement PTO functionality in Acumatica. The Payroll module is not enabled in the system, and there is no plan to use it. Therefore, as I am aware, we cannot use the in-built PTO functionality of Acumatica. We are looking for a way (in-built or ISV integration) that could handle this requirement. 

The detail of the requirement is as follows:

  • Employees accrue 1 day (8 hours) of PTO for every month of work performed (40 hours). This needs to be accrued throughout the year. Total of 96 hours can be accrued within a year.
  • Partial carryover of PTO (40 hours) at the end of year is allowed.
  • Employees should be able to request PTO leave for a particular date/dates. Ideally, there would be a calendar where they can view the requested and approved leaves.
  • Approved leaves should be routed to the employee's manager for approval/rejection.
  • Employee should be able to view their leave balance.
  • Managers should be able to view Employees' leave balance summary.

Appreciate any suggestions to implement this in Acumatica (either through in-built functionality or ISV integration). If you have any experience implementing this functionality, would like to hear about it.

thanks in advance!

 

 

 

Hi Sathya! I realize it’s been 4 months since your initial question, but I’m just seeing this now. BizRun delivers a robust PTO solution, integrated with Acumatica ERP independently from Acumatica Payroll. BizRun PTO management in no way requires that you be on Acumatica Payroll. It’s very robust and meets all of your requirements and quite a bit more. BizRun calculates PTO accruals based on your unique business rules. It provides warnings when employees want to request more time off than earned. It also projects future accruals (so if someone is trying to request time off at Christmas, but it’s only July now, they can see whether they will have accrued that time and how much they’ll have left over). Requests get routed to supervisors for approvals. The shared calendar in BizRun shows requested, approved & used leave as well as conflicts on leave requests with colleagues. It will also synchronize with shared department-wide or company-wide Outlook and Google calendars. For details on BizRun PTO, see https://www.bizrun.com/time-attendance/. We have many very happy PTO customers if you need referrals.

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