Is there a report that shows current PTO balances for all active employees?

Yes - to run a report that displays the current Time Off balances for all employees:

From your Home page, go to Reporting > Create New Report.

1. Select Time Off Usage as the report type.

2. Create the report.

3. Click on Edit Columns to bring in the preferred fields.

4. After the fields have been added, apply the filters for your desired time frame.

Recommended Fields:

• Employee Email and Name

• Plan, Plan Year, and Plan Type

• Accrued

• Carryover Entitlement

• Used, Scheduled, and Available Now

• Units