| 1) | Select Manage Time Off Benefit Policies from the Schedules menu. |
| 2) | If an Add Time Off Benefit Policy window doesn't automatically open, click the Add Time Off Benefit Policy button. |
| 3) | Check the boxes next to rows 1, 2, 3, 4, and 5. |
| 4) | Fill out the Add Sick Day form with the following information: |
| · | Fill in the data as shown below: |
|
|
Start Accruing
|
Accrual Type
|
Max Total Accrual
|
Max Annual Carryover
|
Caption
|
|
|
PTO
|
VAC
|
SICK
|
|
PTO
|
VAC
|
SICK
|
PTO
|
VAC
|
SICK
|
|
1) At
|
0 Days
|
7
|
7
|
7
|
Monthly
|
-1
|
-1
|
-1
|
40
|
40
|
40
|
Year 0-1
|
2) At
|
1 Years
|
9.5
|
9.5
|
9.5
|
Monthly
|
-1
|
-1
|
-1
|
40
|
40
|
40
|
Year 1-3
|
3) At
|
3 Years
|
11
|
11
|
11
|
Monthly
|
-1
|
-1
|
-1
|
80
|
80
|
80
|
Year 3-5
|
4) At
|
5 Years
|
13
|
13
|
13
|
Monthly
|
-1
|
-1
|
-1
|
80
|
80
|
80
|
Year 5-10
|
5) At
|
10 Years
|
15
|
15
|
15
|
Monthly
|
-1
|
-1
|
-1
|
120
|
120
|
120
|
Year 10+
|
| 5) | Click the Add Time Off Benefit Policy. |
| 6) | The new policy will now appear in the table. |
See the Sample Sample Time Off Benefit Policies section of the User Guide for examples of how to define special situations.
See also:
Tutorial: Time Off Benefits
Tutorial: Assign a policy to multiple employees at the same time
Tutorial: Create an individual time off benefits entry
Tutorial: Track time off benefits without entering all of an employees historical data
Tutorial: View a time off benefits report
User Guide: Add/Edit Time Off Benefit Policy
User Guide: Add/Edit Time Off Benefit Entry
User Guide: Bulk Apply Time Off Benefit Policy
User Guide: Sample Time Off Benefit Policies
|