Accessing PTO Plan Setup and Enrollment Forms

The following forms display in the Time Off Dashboard after selecting PTO Plan Setup and Enrollment on the Work Centers Quick Access panel:

Note: The legacy PTO Work Center Plan Setup steps display in the Maintenance column.

Accessing Forms

The PTO Plan Setup and Enrollment Center provides convenient access to the forms required to perform the following functions:

Plan Setup

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Time Off Setup Workflow: Use the Time Off Setup Workflow form in the Time Off Setup Workflow process to continue setting up in-progress time off plans or create new time off plans. (See Setting Up Time Off Plans.)

Note: The Time Off Setup Workflow form is only available for service providers. For more information about the Time Off Setup Workflow process, see Using the Time Off Setup Workflow Process.

Maintenance

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PTO Benefit Plans (Plan Setup Step 1): Use the PTO Benefit Plan form to define PTO benefit plans that determine employee paid time off accruals. (See Defining PTO Benefit Plans.)

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PTO Classes (Plan Setup Step 2): Use the PTO Classes form to restrict the number of register types that can be assigned to an employee to avoid employee PTO register duplication. (See Defining PTO Classes .)

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PTO Register Types (Plan Setup Step 3): Use the PTO Register Types form to create or update a PTO register. (See Creating PTO Registers.)

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PTO Absence Codes (Plan Setup Step 4): Use the PTO Absence Codes form to create codes for all absences, paid and unpaid. (See Creating PTO Absence Codes.)

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PTO Auto Enroll Rules (Plan Setup Optional): Use the PTO Auto Enroll Rules form to specify plans that automatically enroll new employees. (See Specifying PTO Auto-enroll Rules.)

Enrollment

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PTO Auto Register Enrollment: Use the PTO Auto Register Enrollment form as a quick way to build up a list of employees in a plan and assign them their first Accrued Thru Date. (See Processing PTO Auto Register Enrollment.)

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PTO Register Enrollment: Use the PTO Register Enrollment form to manually enroll employees in paid time off register and set the starting hours. (See Manually Enrolling Employees in PTO Register.)

Note: If you do not have access to a form in the PTO Plan Setup and Enrollment Center, it does not display in the list.

To access the PTO Plan Setup and Enrollment Center:

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On the Work Centers panel, click PTO Plan Setup and Enrollment.

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Select the form you want to access. (You can still access the forms by entering the form name in the Search menu or selecting it from the regular menus.)

To get detailed instructions for using the open form:

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Click (Help) in the header area.

To return to the PTO Plan Setup and Enrollment page:

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Click in the header area of the form. (Note: This option does not display on the PTO Auto Register Enrollment form.)