The following provides a brief outline of how time off benefits work in Personnel Folders:

Tracking Time Off Accrued:

There are two types of objects you can create in Personnel Folders associated with setting the amount of time off an employee accrues.  The first item is called a time off benefit policy.  This policy item allows you to define a complex set of accrual rules based on how long an employee has worked for the company.  Simply creating a policy item does not automatically make it take effect.  In order to make the policy apply to any employee, you must create a time off benefit entry.  Each entry applies to a specific employee and this will connect the policy to the employee.  The time off benefit entry is not limited to just a policy.  It provides additional customization for time off accrual for a single employee.

Tracking Time Off Used:

For tracking the amount of time off an employee has used, create a PTO, vacation schedule, or sick day item associated with the employee.  In this item, you can specify the amount of time off an employee is using for this event.

Additional Time Off Settings:

In the Company Controls window, there are some additional settings associated with how time off is reported.  The first setting is the Hours Per Workday.  If you track time off by hours, then this will allow Personnel Folders to report both the available hours and days an employee has.  If you track time off by days, then set this value to one (1) and Personnel Folders will report just the available days an employee has.

The second setting is the Merge Vacation/Sick time accrued/used into Personal Time Off.  If your company tracks sick time and vacation time separately, do not check this option.  This will keep the individual types of time off separate.  If your company does not distinguish between vacation time and sick time, check this option.  You can continue to record vacation and sick time separately but when the available time off is being reported, all accrued and used time will be merged into the PTO field.

See the following tutorials for more examples related to time off benefits:

See also:

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