General Notes

• PTO is based on Hire Date
• If the EE does not have a Payroll Document, they will not accrue

PTO is based on Payroll Divisions

• Setup Groups >> HR Setup >> Payroll Divisions
  • Add Code and Description for each Division needed – i.e., accrual policy

Setup Groups >> Payroll Division Templates >> PTO Templates
NOTE:  Need one for each tier you need to setup

• General
  • Division Code
  • Earnings Code = Vacation, Sick, PTO, etc.
  • Starting Date Formula = 0D (immediately), 30D, 5Y, etc.
  • Hours Limit = Max hours ever allowed – at no time will the system allow them to go over this number (this includes the carry-over)
    • Hours Limit = carry-over + total hours accrued for the year
  • Year Carryover = If this is turned on, you MUST have an amount in Carryover Hours Limit. If they have unlimited carry-over, then you can enter 99,999
  • Restricted Until Date Formula = “probation” – will calculate but not appear in balance bucket.  Ex. 90D = 90 Days

FLAT ACCRUAL:

• Hours per Year = The total hours the EE will accrue.
  • The system will automatically divide this number by the pay frequency to get the number of hours accrued each payroll.
  • If you use this field, you will NOT use any of the others in this section.

ACCRUAL BASED ON HOURS WORKED:

• Standard Hours & Accrual Hours per Standard
  • These two fields work together and basically work as a fraction
  • They will only be used if you accrue time based on hours worked
  • You can only go out 2 decimals; therefore, if you need to go out further, you will need to adjust your fraction (move the decimal)
  • Accrual Hours per Standard Hours =
    • Example:  If you accrue 1 hour for every 30 worked
      • Standard Hours = 30
      • Accrual Hours per Standard = 1
    • Example:  If you accrue 4.615 hours (3 decimals) for every 80 worked
      • Standard Hours = 800
      • Accrual Hours per Standard = 46.15
    • Example:  If you accrue .0385 hours (several decimals) for every 1 worked
      • Standard Hours = 100
      • Accrual Hours per Standard = 3.85
  • Pay Cycle Hours Minimum = Minimum number of hours an EE must work before they begin to accrue

• • If you accrue on hours worked, then you need to set the flag on the Earnings Code
    • • Pull-up the Earnings Code
      • PTO Setup section
      • Use Hours Based PTO Accrual

• • You will also need to tell the system what earnings to use to calculate the accrual
    • Pull-up the Earnings Code
    • PTO Setup section
    • PTO Accrual Earnings Filter
      • Click … and choose the Earnings Codes (Typically you will not accrue time-off from unpaid codes such as vacation, sick, etc. – so those would not be included.)
      • If OFF, it will calculate on ALL hour

EMPLOYEE SETUP:

• EE card
• Administration
  • Payroll Division = must be present
  • Process
  • Create PTO Hours from Template
     This assigns the PTO policies to the EE

Questions / Resources

If you have questions or comments please email Support@integrity-data.com.

Last Review:      6/30/2021 – Revision: 0.0

Key Words: PTO

Categories: Payroll NOW

KB Number: KB15-015