• 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 = OD (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

• • • PTO Lump Sum Setup
      • Based on Hire Date
      • Must run and post PTO Journal prior to beginning batch each payroll (See below for more info.)
      • Use Lump Sum Hours = On
      • Lump Sum Hours = Enter number of hours EE receives for that tier
      • Anniversary Date Formula = If based on Calendar Year, enter:  CY+1D
      • Do Not Modify Anniversary Date = DO NOT TURN THIS ON
        • This is ONLY used if the first-year accrual is weird

• • • • • 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, Lump

Categories: Payroll NOW

KB Number: KB15-014