Small Business PTO Manager Excel Template – Support

[vc_row][vc_column][vc_column_text]Thanks for visiting the support page for PTO Manager Excel Template. The following are the support articles to help you get started with using the template. If there are any questions not addressed here, please drop a comment and I will add article/video demo about that topic.

 

Support Articles

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98 Comments

  • My PTO reports are not showing current PTO balance even though all the information is entered and shows on the balance trend chart

    Reply
    • We regret the inconvenience caused.

      Requesting to share your sheet to support@indzara.com with some screenshot highlighting your concern to check further.

      Best wishes.

      Reply
  • Is there an option for setting up the rollover PTO to drop off after 3 months? Currently, our employees can carry over a maximum of 40 hours of PTO but the remaining rollover balance ends after 90 days.

    Reply
    • Thank you for using our template.

      Currently, the requested feature is not available in the template but this can be achieved by entering the manual adjustment.

      Best wishes.

      Reply
  • Hello! Our accountants like to see any unused vacation time X the employee’s hourly rate, at year-end. How could I go about figuring this information for them using the PTO Manager v1.6?

    Reply
    • Thank you for using our template.

      Currently, you will have to manually calculate it from PTO Report calendar by subtracting the total used with Earned for each employee.
      Requesting to contact support@indzara.com for more help.

      Best wishes.

      Reply
  • Please i need help to accrue PTO for 2021 for my employee, i open my chart and show me 0 balance today date 01.04.2021

    Reply
  • We have 4 employees and vacation accrual happens on their individual work anniversary dates with no rollover. Is it possible to configure the spreadsheet in this way?

    Reply
    • Currently vacation accrual on calendar year is available but vacation accrual on employee anniversary is not available. However, I would like to inform you that the requested feature is under development and we will intimate you once it is updated online.
      Best wishes.

      Reply

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