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Configure Your PTO Policy and Accrual Rules
Configure Your PTO Policy and Accrual Rules

(Admin Only) Learn how to set up PTO / accrual rules for your employees.

Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

To set up different accrual rules: 

1. Click Settings

2. Click Accruals

3. The video above shows you the 'In Use' button (I would advise leaving this off until you have created all rules)

4. Click on the plus icon to create a new rule

5.  Select 'In Use' if you wish to make this rule live straight away. You may wish to leave this off if you are doing this task in advance.

6. Name your rule

7. Select whether you wish this to be added to the employee's Holiday Entitlement or Other Event entitlement - this option would be good to use to specify French RTT days for example. For more information on Other Event Entitlements, please see:

8. Specify how many days or hours an employee would accrue per month. You can select whether you wish for this to be added on the first or last day of every month.

9. When setting a maximum accrual, you have three options - shown below:

  • On accruals - The value you enter is the maximum that the employee can accrue, not their maximum entitlement. Using the example above, if they already have entitlement before this rule was added, they can accrue 20 extra days above what they already have. 

  • On entitlement - The maximum amount will take into account the entitlement that the employee already has. For example, if they had 3 days and was then added to the rule, they will be able to accrue 17 more. 

  • On remaining balance - The employee's entitlement will pause when they hit their maximum amount, 20 for example. If they then book 5 days holiday, they are able to accrue another 5 until they are back up to their max. 20 is the maximum value an employee can have remaining at one time. 

10. You can also specify a maximum carryover rule - how many they are allowed to automatically carryover at the end of the year if they have any remaining. If an employee is assigned to this accrual rule, this is the carry over rule that will take affect for the employee - not the default carryover rule you will find in your Holiday & Absence Settings.

11. The Length of Service drop-down box is to specify anyone with that has worked greater than, less than or in between a certain amount of months who will be assigned to this rule. For example, anyone who has worked greater than 3 months will be assigned, and therefore excluding anyone in their probation stage. 

12. You can also filter by Company/Location/Department. Or include, or exclude, specific employees. 


Customer Services Team.

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