Issue/Symptom/Question

Do you have instructions on how to setup a payroll group's PTO on accrual basis?

Applies To

Paid Time Off Categories screen
Payroll > Setup> PTO, Hour Classification Codes and Overtime Rules> Paid Time Off Categories

PTO Accrual Schedule Information screen
Payroll > Setup> PTO, Hour Classification Codes and Overtime Rule> PTO Accrual Schedule Information

Pay Class Screen
Payroll> Setup> Pay Groups, Payroll Classes and Workers Compensation > Payroll Class

Employee Master Information
Payroll> Employees > Employee Payroll Information

Resolution/Fix/Answer

There are a couple things you will need set up:

• A PTO Category, these are set up in the "Paid Time Off Categories"  screen
• A PTO Accrual Schedule needs to be created for the previously create PTO Code. These schedules are created in the PTO Accrual Schedule Information screen
• Once the Accrual schedules are set up, they can be linked to a Pay Class Master Level, Pay Class pay rate level, or Employee level
  • Employee Payroll Information > Pay Rate tab > Paid Time off Schedule window (PTO Schedules button)
    
  • Pay Class Screen > Master Tab > Paid Time Off Schedule window (PTO Schedules button) - This PTO Schedule will apply to all Pay Rates in the Pay Class
    
  • Pay Class Screen > Standard Charging Tab > Paid Time Off Schedule window (PTO Schedules button) - This PTO Schedule will apply only to this pay rate #