Enrolling Employees in PTO Accrual Plans
Enroll individual participants in an accrual plan by entering for them the element generated to represent the plan.
To enroll participants in a PTO accrual plan:
- For enrollment of an individual employee, perhaps as a part of the hiring process, enter the element representing the plan for him or her using the Element Entries window.
If an accrual plan should calculate a participant's length of service from a date other than the default date deriving from the plan's start rule, give the plan a date to use for this participant when enrolling him or her.
- For enrollment of a batch of employees in a plan, perhaps a newly-developed plan, use the MIX batch entry facility.
See: Length of Service Override
To override the date for calculating length of service:
- When enrolling the participant, enter the override date in the input value Continuous Service Date of the element representing the plan. This entry overrides the default date derived from the plan's accrual start rule.
Recording Accrued Time Taken
Running the PTO Carry Over Process
Reviewing Employees' PTO Accruals