Establishing a Waiting Period Before Employees Earn Time-Off
Some employers require new employees to wait a prescribed period of time before they may earn Time-Off. These instructions are based on a 90-day waiting period but the logic would apply to any waiting period.
The logic of these instructions will apply to Time-Off that is earned on a daily basis and a weekly basis or on custom dates. The logic of these steps will also apply when operating on a Fiscal Year.
--CAUTION-- If you allow employees to earn Time-Off but not use earned Time-Off for a prescribed waiting period, these instructions are not for you. Preventing employees from using earned Time-Off until a prescribed waiting period has passed, is an administrative action on your part and has no bearing on when employees actually earn Time-Off.
• Option One below assumes that Time-Off is earned on a monthly basis while on a calendar year.
• Option Two below assumes that Time-Off is earned on a yearly basis while on a calendar year.
OPTION ONE: Time-Off is earned on a [monthly] basis and a [calendar year].
Level One of the Time-Off plan should look like this...
By doing this, you are basically telling the program that [as of the 1st of the month] anyone who has worked there up to but not including 3 months will earn nothing. But, [as of the 1st of the month] anyone who has worked there at least 3 months will earn whatever you say they should earn.
OPTION TWO: Time-Off is earned on a [yearly] basis and a [calendar year].
By doing this, you are basically telling the program that [as of the 1st of the year] anyone who has worked there up to but not including 3 months will earn nothing. But, [as of the 1st of the year] anyone who has worked there at least 3 months will earn whatever you say they should earn.
In both cases, when you click Plan Description you will see this for level one...
--IMPORTANT-- Let's say that this person will reach his/her 3 month anniversary on February 7th. He/she will not earn something on that day because according to the Time-Off plan, employees only accrue this Time-Off on January 1st. So you would have to do a manual entry on the Transactions screen. To do this, follow the steps below.
Manually Adjusting the Balance:
1. Click Transactions and select the tab at the top for the particular type of Time-Off you wish to give.
2. Click New > Yes and a popup window will open.
3. When the popup window opens, enter the appropriate date.
4. Click the down arrow to get a drop-down menu.
5. Select Positive Adjustment from the menu. Do not enter Time Earned.
6. Enter the number of hours of Time-Off you wish to credit the employee's PTO Bank.
7. Enter a reason for the entry under Transaction Notes.
8. Click Save.
Now the employee will have a balance from which to draw throughout the rest of the year and next January 1st, he/she will automatically earn whatever the plan prescribes based on his/her longevity.