1. Implementing Absence Management
  2. How You Can Set Up PTO Donations for Your Legislation

How You Can Set Up PTO Donations for Your Legislation

Set up absences so that you can ensure automatic transfer of donated time off between coworkers.

To configure absences for donation, complete these tasks:

  1. Create a Donation plan type using the Absence Plans task. Set the unit of measure to Hours or Days. The unit of measure for the donation and accrual plans must be the same. This ensures that when workers initiate donations, the accrual plan can identify the correct donation plan.

  2. Configure donation rules on the corresponding accrual plan to allow workers to donate their accrual balances. Use the Entries and Balances tab, Donation section to enable the donation feature on an accrual plan. You can configure donation rules and define the number of hours that a worker can donate to another worker.

  3. Optionally, configure approval notifications for donation requests.

  4. Enroll workers needing additional time off in the appropriate donation plan by selecting Add Enrollment on the Enrollments and Adjustments menu. This menu is on the Manage Absences and Entitlements page, in the Plan Participation section, Accrual Plans subsection.

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