Eligibility Which employees are eligible to receive PTO benefits? Which employees are eligible to receive PTO benefits? Full-time employeesPart-time employees Select all that apply. Please note that this policy does not supersede any benefits that the employer is required to provide to the employee. Full-time employees work at least hours per week. Part-time employees work at least hours per week. Accrual Method Which PTO accrual method is used? Which PTO accrual method is used? Pay Period (added every pay period)Hourly (added when set number of work hours is completed)Yearly (lump sum issued yearly)Unlimited (employees take time as needed) New Employees - Accrual For new employees: For new employees: PTO accrues and can be used immediately.PTO accrues immediately and can be used AFTER a probation period.There are no PTO benefits until after a probation period. *Any prohibition of PTO use excludes those benefits that an employer is legally required to provide to an employee. How long is the probation period? Days/Weeks/Months Days/Weeks/Months DaysWeeksMonths New Employees - Unlimited When can new employees start to use their benefits? When can new employees start to use their benefits? ImmediatelyMust complete a probation period *Any prohibition of PTO use excludes those benefits that an employer is legally required to provide to an employee. New employees may start to use their PTO benefits after Days / Weeks / Months Days / Weeks / Months DaysWeeksMonths Standard Accrual Rate How many hours of PTO accrues each pay period for full-time employees? hours How many hours of PTO accrues each pay period for part-time employees? hours Full-time employees will receive hours of PTO for every work hours completed. Part-time employees will receive hours of PTO for every work hours completed. Full-time employees will receive hours of PTO at the beginning of each year. Part-time employees will receive hours of PTO at the beginning of each year. Length of Service Does the accrual rate increase with an employee's length of service? Does the accrual rate increase with an employee's length of service? Yes, accrual rate DOES increase.No, accrual rate DOES NOT increase. For example, employees might receive more PTO after their 3rd, 5th, and 10th anniversaries working for the company. After which anniversaries does PTO increase? After which anniversaries does PTO increase? 1st2nd3rd4th5th6th7th8th9th10th11th12th13th14th15th Select those that apply. Increased Accrual Rate After their 1st anniversary, FULL-TIME employees' PTO increases to hours After their 1st anniversary, PART-TIME employees' PTO increases to hours After their 2nd anniversary, FULL-TIME employees' PTO increases to hours After their 2nd anniversary, PART-TIME employees' PTO increases to hours After their 3rd anniversary, FULL-TIME employees' PTO increases to hours After their 3rd anniversary, PART-TIME employees' PTO increases to hours After their 4th anniversary, FULL-TIME employees' PTO increases to hours After their 4th anniversary, PART-TIME employees' PTO increases to hours After their 5th anniversary, FULL-TIME employees' PTO increases to hours After their 5th anniversary, PART-TIME employees' PTO increases to hours After their 6th anniversary, FULL-TIME employees' PTO increases to hours After their 6th anniversary, PART-TIME employees' PTO increases to hours After their 7th anniversary, FULL-TIME employees' PTO increases to hours After their 7th anniversary, PART-TIME employees' PTO increases to hours After their 8th anniversary, FULL-TIME employees' PTO increases to hours After their 8th anniversary, PART-TIME employees' PTO increases to hours After their 9th anniversary, FULL-TIME employees' PTO increases to hours After their 9th anniversary, PART-TIME employees' PTO increases to hours After their 10th anniversary, FULL-TIME employees' PTO increases to hours After their 10th anniversary, PART-TIME employees' PTO increases to hours After their 11th anniversary, FULL-TIME employees' PTO increases to hours After their 11th anniversary, PART-TIME employees' PTO increases to hours After their 12th anniversary, FULL-TIME employees' PTO increases to hours After their 12th anniversary, PART-TIME employees' PTO increases to hours After their 13th anniversary, FULL-TIME employees' PTO increases to hours After their 13th anniversary, PART-TIME employees' PTO increases to hours After their 14th anniversary, FULL-TIME employees' PTO increases to hours After their 14th anniversary, PART-TIME employees' PTO increases to hours After their 15th anniversary, FULL-TIME employees' PTO increases to hours After their 15th anniversary, PART-TIME employees' PTO increases to hours PTO Use PTO may be used for PTO may be used for VacationIllnessBereavementPersonal TimeFamily Leave Select all that apply. Restrictions & Blackout Dates Are there Seasonal Restrictions and/or Blackout Dates? Are there Seasonal Restrictions and/or Blackout Dates? YesNo *Restrictions and blackout dates excludes any benefits that an employer is legally required to provide to an employee. Seasonal Restrictions and/or Blackout Dates Seasonal Restrictions and/or Blackout Dates Seasonal Restrictions: During certain times of the year, PTO requests MAY NOT be approved.Blackout Dates: During certain times of the year, PTO requests WILL NOT be approved. Select all that apply. Seasonal Restrictions: Use this option only if the company experiences seasonal increases in workload that may affect employees' PTO use. Blackout Dates: Use this option only if there are dates (or timeframes) when PTO will definitely NOT be approved. When to Request Employees must make a request Employees must make a request to use any amount of PTO.only if use of PTO will exceed a certain amount of time. For example, employees must make a request if they plan to be gone for more than 2 consecutive days. Employees must request the time off if PTO will exceed hours. Employees must make requests days before planned time off. Legally required benefits like illness leave and family leave may be excluded from this requirement. Contact for Requests Employees should direct their PTO requests to Employees should direct their PTO requests to Direct supervisor or managerHuman ResourcesOther (enter a custom name/contact) Point of Contact for PTO requests Carryover/Rollover Unused PTO Unused PTO Does NOT roll over to the next year. Use it, or lose it.DOES roll over to the next year and accumulates. In some states, "use it, or lose it" rollover policies are not permitted. Is there a cap on the amount of PTO that employees may accumulate? Is there a cap on the amount of PTO that employees may accumulate? Yes, there is a maximum amount.No limit. The maximum number of PTO hours that an employee may accumulate is hours. Payout When an employee leaves, are they reimbursed for their accrued/unused PTO? When an employee leaves, are they reimbursed for their accrued/unused PTO? Yes, employees are reimbursedEmployees are reimbursed except when they are fired for causeNo, employees are NOT reimbursed Some states require that employees are paid for their accrued PTO when they leave the company (for any reason). Other Terms and Conditions Would you like to add any other Terms and/or Conditions? Would you like to add any other Terms and/or Conditions? YesNo Other Terms and Conditions: Please describe any additional terms or conditions that you wish to include. Next Save Save and finish later
