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ezAccounting: How to Set Up Paid Time Off Plan

ezAccounting -> FAQs -> Employees and Payroll

Our ezAccounting, small business accounting software also includes payroll and PTO (paid time off) tracking feature. In this guide, you will find:

  • 1. How to set up the PTO plan
  • 2. How to view the PTO report

  • Set Up Employee Paid Time Off Plan

  • Open Employee Profile Setup
  • - For new employee

    Start ezAccounting application, click the top menu "Payroll/Employees" then click the sub menu "Add Employee" to add employee profile.

    - For existing employee

    Start ezAccounting application, click the top menu "Payroll/Employees" then click the sub menu "Employee List" to view employee list. Select the employee from list and click "Edit XXXX XXX record" to edit the set up.

    employee edit
    (Click image to enlarge)

  • Set up PTO plan
  • - If you want to print PTO information on paycheck stubs, check the option.

    - You can use paid time leave plan to track to paid sick time, paid family time or others
    For example: If the maximum paid sick time for one year is 40 hours (5 days), the PTO rate accrual by working hours should be 0.0192.
      40 /(52 weeks * 40 hours)=0.0192

    - You can set up your vacation plan.
    For example: If the maximum vacation for one year is 80 hours (10 days), the PTO rate accrual by working hours should be 0.0385.
      80 /(52 weeks * 40 hours)=0.0385

    PTO set up
    (Click image to enlarge)

    If you do not want to use PTO feature, leave all setup with 0.

    no PTO
    (Click image to enlarge)

    Print stubs with PTO information

    If you choose the option to print PTO on stubs, you will see it on check stubs.

    paystubs with PTO
    (Click image to enlarge)


    View PTO Report

    You can click ezAccounting top menu "Reports" then click "Employee Report" to view the "Paid Time Off Report".

    PTO report
    (Click image to enlarge)


    accounting software
    From $189
    ezAccounting software is the right in house accounting solution for small businesses needing to document and report on incoming and outgoing cash flow including sales, receipts, payments and purchases. It also supports payroll processing and tax form printing.

    If you have not installed this software, you can download and try it free with no obligation and no credit card needed.

    This accounting software is compatible with Windows 11, 10, 8, 7, Vista and other Windows computers.

    ezAccounting makes it easy to track income and cost!

        


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    Related Topics

  • ezAccounting Quick Start Guide

  • Set up Check and Form Layout
  • How to manage customer and sales
  • How to manage vendor and purchase
  • How to write check and manage bank account

  • How to generate invoice
  • How to generate estimate/Quote

  • Sample Paychecks