How to combine vacation and sick time into a single PTO?

Yes, you can combine your vacation and sick time into a single personal time off (PTO) item. It can be done this way:

  1. In Core, under Global Settings > Custom Labels > Company, change the label for both Vacation and Sick to PTO.
  2. From the main menu > Lists > Activity Items, create an activity item called PTO and set it as non-billable.
  3. Associate this new PTO activity item with both Sick Time and Vacation Time in Global Settings > Master Information.
  4. If you have existing time logged against Vacation and Sick activities, then merge the two activity items into a single PTO item (created above). This will allow you to view the PTO as a single item rather than two separate line items on reports, widgets, etc.
  5. You should use this PTO activity item while logging your personal time off from now on as well as while setting up benefits (Core HR) for the employees. 
Was this article helpful?
0 out of 0 found this helpful