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PTO Accrual in Insperity24 StepsView on TangoCreated byCreation DateLast UpdatedMcKenna JanzenFebruary 2, 2022February 2, 2022Made with Tango1 of 15
STEP 1Go to InsperitySTEP 2Click on Time and AttendanceMade with Tango2 of 15
STEP 3Click on "Employee Maintenance"STEP 4Click on "Employee Information"Made with Tango3 of 15
STEP 5Click on "Accrual Summary"STEP 6Click the Star Icon to FavoriteMade with Tango4 of 15
STEP 7After "Accrual Summary" is Added to your Favorites, you can Click on Timeand AttendanceSTEP 8Click on Favorites (Star)Made with Tango5 of 15
STEP 9Click on Drop Down Next to "Navigation"STEP 10Under "Navigation" Click on "Accrual Summary"Made with Tango6 of 15
STEP 11Click on "TRANSACTIONS"STEP 12Under Date Range Select "Current Year"Made with Tango7 of 15
STEP 13You can now View your Accrued PTO by Pay Period for the YearSTEP 14Transaction Type "Carry Over" Hours rolled over from last year. You can roll over up to 120 hours. "Taken" Hours of PTO used (they will subtract from your running balance) "Accrual" Hours Accrued during the period. (5 hours per pay period)Made with Tango8 of 15
STEP 15Eff. DateThis is the date the hours (carried over, taken, or accrued) take effect.STEP 16HoursThis is the number of hours carried over, taken, or accrued.Made with Tango9 of 15
STEP 17StatusClosed FinalizedPending Future activityMade with Tango10 of 15
STEP 18Running BalanceThis will show your balance of PTO hours by date. Things to note: Make sure you look at the end date of the last pay period to see what you currentlyhave. You can not go negative in your running balance. Be sure you will have accrued enoughhours by the date(s) you request off.Made with Tango11 of 15
STEP 19Click on the End Date of the Last Pay PeriodSTEP 20Click on 56.00000Made with Tango12 of 15
STEP 21As you can see, as of the last pay period I have a running balance of 56 hoursof PTOSTEP 22Select the date of the end of the next pay periodMade with Tango13 of 15
STEP 23You will see the amount of hours you will accrue during that periodSTEP 24After 2/15/22 I will have accrued 5 hours of PTO and my running balance willincrease to 61 hours of PTOMade with Tango14 of 15
Created in seconds withVisit Tango15 of 15
PTO Accrual in Insperity 24 Steps View on Tango Created by McKenna Janzen Creation Date February 2, 2022 Last Updated February 2, 2022 Made with Tango 1 of 15. STEP 1 Go to Insperity . you can Click on Time and Attendance STEP 8 Click on Favorites (Star) Made with Tango 5 of 15. STEP 9 Click on Drop Down Next to "Navigation" STEP 10
