PTO Crash Course!

It’s that time of year! The holiday season and the end of the calendar year may mean your employees are applying a lot of Paid Time Off to their time cards. You may even want to start setting up a new PTO policy for the upcoming year. We know that can be a daunting setup. But don’t worry!

Here at ETC, I’m referred to as the “PTO Guru.” For 7 years now, I’ve been working to improve the PTO system and create help tools for clients and ETC team members alike. The 3 videos here are a detailed view into how I personally coach clients and ETC employees on setting up various time off policy types using our PTO and Leave features.

Not sure which videos may apply to your needs? Here are the differences between “PTO” and “Leave,” in a nutshell:

PTO allows for accruals on an annual, semi annual, monthly, semi monthly, biweekly, or weekly basis. It can also accrue a fraction of an hour per every hour worked. Or, if usage is all that matters, you can set PTO categories up with no accrual schedule at all. If the PTO feature is what you’re needing, make sure to watch the first and second videos.

Leave was created primarily to comply with specific state sick leave laws. If your state (or your company policy) requires accruals to accumulate based on a set number of hours worked, this feature may be better for you. An example of this is the California Paid Sick Leave law. This requires employees to accrue at least 1 hour of paid sick leave per every 30 hours worked. If Leave is the better feature for you, skip straight to the third video.

These videos will take you step-by-step in creating categories, setting up an accrual schedule, and adjusting current PTO balances. But if your policy functions in a way not covered here, or if you need a bit more assistance, you’re always welcome to call or email! We’re happy to help you make sure everything is set up correctly now, so you can relax and let the system take over for the rest of the year. You can receive help from anyone on the support team at (405) 314-2436 or

Happy Holidays!