18: Setting Up a PTO Policy
To set up one or more PTO policies, click Time Off along the left, then click Add New at the top right, and choose New Paid Time Off.
Assign a policy name, and for Type, choose either PTO or Vacation.
There are several PTO accrual methods. If you choose Per Hours Worked, set the number of PTO hours accrued for a set number of work hours. For the other three methods - Each Pay Period, On Beginning of Year, or On Anniversary, set the total numbers of PTO hours accrued for the selected length of time.
In the remaining fields, set whether employees need to complete a waiting period before accumulating PTO hours, and if so, how long the waiting period is. You can also set whether employees can carry over PTO hours and whether there is a carryover limit, as well as set a limit on total PTO hours accumulated.
The last step is to select the employees who can use this policy. Employees must have a hire date listed, in order to be included. You can use the Add All and Remove All links, or you can add individual employees one by one.
Click Save, and the new PTO policy is listed, with all its properties.
To make a change to the PTO policy, click any field to edit it. For changes, edit the fields you need and click Save. There is also a Delete option.
Once PTO policies are in place, employees can request time off using their Hourly App.