Setting Up Global PTO Register Types

Use the Global PTO Register Types form to set up PTO register types for plans that are not client-specific. For details about the Global PTO feature set, please see Setting Up Global PTO Plans.

PTO registers track the usable hours of PTO that employees accrue over the course of the year. The events that trigger PTO accrual, and the strict definition of "year", are defined on this form. After setting up these rules, you can assign these type codes on the Register Types table, located on the PTO Absence Codes form. For more information, see Creating PTO Absence Codes.

Setting Up Basic Parameters

Note:  You cannot set up a global PTO register type code with the same ID as a client-level PTO register type.

To set up a global PTO register type:

1.

Click Back Office > System|Change > Global PTO Register Types.

2.

Enter a unique Global PTO Type Code.

3.

Enter a Description of the global PTO register type.

4.

Select the Year End Basis – the means by which the system measures the end of a year (Anniversary or Fiscal).

5.

Specify a Fiscal End Month and Day.

6.

In the Trigger Method field, select Pay Period Acrrual.

7.

Set the optional parameters below, as needed.

8.

Click Save.

Optional Parameters

Set the following parameters as needed:

Field	Description
Trigger Date	Select the date through which the accrual calculation is triggered. The options vary based on the selected Trigger Method.
Print on Check	Select whether to print balances for this register type on employee check stubs from the following options: • Always – The Global Register will always print on the employee check when associated with the employee record. • Never - The Global Register will never print on the employee check when associated with the employee record. • If Used/Accrued Only – The Global Register will only print on the employee check if • the employee is paid in a worksite that triggers that Global Register or • a Pay Code linked to the absence code triggers that Global Register (appearing on the PTO tab of the current payroll voucher)
Pay Stub Name	Enter a descriptive name for the PTO register type. This displays on each employee check stub and certain reports. If no check stub name is entered then the Description of the PTO Register prints.
Inactive Register	Select if this register type is no longer used. The system will not calculate accruals or update existing employee registers associated with this register type.
Auto-enroll Through-Date is Day Before Start Date	When the system auto-enrolls employees in plans for this register type, this option forces the PTO "accrued through date" to be the day before the employee's start date. This can help ensure that auto-enrolled employees do not lose accrual for that day.
Display a Warning If Employee Uses More Hours Than Available	Select to display a warning during payroll initialization if an employee uses more PTO hours than are available in the register.