PTO Accruals

Automatically tracks and accumulates employees’ PTO based on rules you set (such as hours worked or length of service), ensuring accurate balances for vacation, sick leave, or other PTO types.

The PTO Accruals page is where the Admin can set the rules for PTO events depending on their company rules or policy.

1. You can import a file from Excel.

2. Filter out the PTO you wish to access.

3. Edit the PTO (To create a PTO, you would go to PTO Names.)

4. Once editing a PTO, there are 4 fields to manage.

   • Frequency: This will display the PTO awarded per unit (day/week/month) based on the total PTO per year. In addition, PTO can be allocated per hour worked.

   • Hours Per Year: This is the display of the award amount (if you change the selection to day/week/month), it will show the annual total in that format. For example, 12 hours per year is awarded at 1 hour per month. (This shows the display)

   • Carryover Date: This is the date at which new time off starts to accrue (start of new work year)

   • Carryover hours: The number of PTO hours that are allowed to carry into the new year/term.