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
- Example: If you accrue 1 hour for every 30 worked
- 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
-
- If you accrue on hours worked, then you need to set the flag on the Earnings Code
-
- 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
- You will also need to tell the system what earnings to use to calculate the accrual
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.
Find demos, tutorials, and more at our video library.
Last Review: 6/30/2021 – Revision: 0.0
Key Words: PTO
Categories: Payroll NOW
KB Number: KB15-015
Leave A Comment