Defining First Year Prorated Amounts
You can use the First Year Prorated Amounts panel in the PTO Benefit Plans form to change the number of hours employees will receive in their first year of employment, which helps handle numerous PTO changes. For example, if a client allows five hours of PTO to accrue per pay period, they might only allow three hours to accrue per pay period for the employee's first year, if they were hired from July to December.
To define first year prorated amounts:
| 1. | Click the Client menu. |
| 2. | From Client|Change, select PTO Benefit Plans. The PTO Benefit Plans form opens. |
| 3. | In Calculation Basis, select Flat Amount. The First Year Prorated Amounts panel displays. For example: |
| 4. | Select the Month and enter the Flat Accrual Amount and Max Per Year amount as required for the Flat Amount PTO plan (see Defining PTO Benefit Plans). |
Note the following:
| • | The system uses the employee's hire date to determine which month accrual to use. |
| • | If the employee is a rehire, the system uses the last hire date to calculate their prorated amount. |
| • | The prorated information is only used for flat accrual plans. |
| • | To save the information, you must enter both a Month and a Flat Accrual Amount. Otherwise, an error message displays, "In row 1, Both a Month and Flat Accrual Amount must be selected." |
| • | You can only add numeric values for the Flat Accrual Amount. Otherwise, an error message displays, "A valid number is required." |
| • | Once an employee reaches their Max Per Year PTO hours they no longer accrue any more PTO hours for that year. |
| 5. | Click Save. |
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