18: Setting Up a PTO Policy

2 min. readlast update: 10.17.2023

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.

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Assign a policy name, and for Type, choose either PTO or Vacation.

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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.

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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.

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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.

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Click Save, and the new PTO policy is listed, with all its properties. 

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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.

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Once PTO policies are in place, employees can request time off using their Hourly App.   

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