Paid Time Off in Easy Time Clock: PTO Categories and PTO Assignment and Accrual

Paid Time Off, aka, PTO, can be a kind of confusing thing to set up in Easy Time Clock if you’re not entirely familiar with the software. That’s where we come in to help! In this blog, I will give you some tips on how to set PTO, make sure PTO stays correct, and how you and your supervisors can use that PTO!

You will first set up PTO categories in “PTO Categories” under the “Features” tab. There is no limit on how many categories you can create, so don’t feel like you have to stay too confined within a box on this. Once this is done, go to “PTO Assignment and Accrual” under the “Features” tab and assign everyone to the categories they will be eligible for, then click Save Changes. This will open up the next column, “Automatic Accrual Type.”  This will pertain to how and when PTO will accrue. Set this, and save changes again. This will open up the rest of the columns on this page.

Set the Accrual hours, Accrual Hours Style (if they earn PTO per hour worked), Minimum Work Hours Required before they earn PTO for that period (if you have that rule), Maximum PTO Hours Allowed to have at one time, Maximum Yearly Accrual, Maximum Carryover, and Employed minimum months required before they are able to accrue, then save changes! 

Congratulations! You’ve set up PTO! There are some deeper things you can do within the PTO Assignment & Accrual page. Feel free to give us a call if you need help. We will always be there for you when you need us!