Decide whether to display your balance in hours or days
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2
Define the accrual period.
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Specify whether some days/hours have already been included in the balance initially.
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3
Apply accrual rules.
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Should the PTO balance be reset at a particular month or year?
Is PTO accrued weekly, monthly or annually in your company, and what is the starting point for this
short-term accrual period?
Are there any PTO balance limits? How many PTO days/hours an employee may get per the overall accrual
period at maximum?
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4
Specify balance adjustments.
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If you’ve adjusted the PTO balance (i.e., added or deducted a few days/hours) or want to set up a fixed PTO
value for a specific timeframe, tick the last box and introduce the changes.