Shared PTO Pool

Hello,

Has anyone implemented a process or configured the system to have a shared pool of paid time off (PTO)? We allow employees to donate their PTO and are currently managing spreadsheets to store the dollar value of their donated PTO. When another employee uses a dollar amount of shared PTO, we manually subtract the value from the pool. We would like to explore storing the pool of money in Infor cloud suite and transfer dollars in and out of the pool instead of manually logging entries on a spreadsheet and then completing journal entries in Finance.

If anyone is using a shared PTO pool and has a streamlined process, I would appreciate hearing what you've done. Thanks in advance for your time!

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unknown

Hello, we are still in Lawson S3, but we have a specific PTO plan for donated PTO where it is setup to be earnings vs hours. When employees donate hours, the amount of earnings is calculated and placed into the Donation plan. It is currently under a generic employee called LP Donation, but it works well for us and we have been doing it for a couple of years now. When the donated earnings are distributed to those that qualify, the earnings are converted back to hours based on the employee's hourly rate.

reaganr

Hi Jolene,

Thanks for responding! That sounds like what we need but in the cloud suite. I'm not sure if the same functionality is available there.

reaganr

Hi Jolene,

Would you be available for a quick call to discuss your setup to see if this is something we can replicate?

Thanks,

reaganr

Jolene,

Would you be willing to meet with us for maybe 30 minutes to talk about your setup of the PTO donation?

Thank you!

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