1
What does PTO stand for?
Paid Time Off
What is the standard number of hours for a Full Time Employee in a single year?
2080
What are the three most common types of time off plans?
PTO, SICK, and VACATION
What is the value we use when filling out “Lifetime Maximum Carryover”?
9,999
If you have three separate/different PTO plans for a single client, how many PTO Absence Code types do you need at a minimum?
3
What type of hours are most often used to calculate PTO?
Worked hours
You’re told that a SICK plan calculates 1 hour for every 30 hours worked; how do you do the math to find the correct calculation rate and what is that rate?
Divide 1 by 30 to get accrual rate. .0333.
Your client distinguishes which plan an employees are assigned to based on their work location; where would you set this up?
PTO Auto Enroll Rules
What are the five setup steps in the PTO setup process?
PTO Register Types, PTO Auto Enroll Rules, PTO Classes, PTO Absence Codes, PTO Benefit plan
Where do you list all pay codes that can be used to deduct hours from an established PTO Register?
PTO Absence Codes (Pay Codes table)
When filling out the seniority level in PTO Benefit Plans, what is the rule for the first line in the table?
After Months must always be 0, even if it has a 0 accrual rate
Which Leave Offset Pay Codes must always be provided?
(PTO Absence Codes) REG and SAL
Your clients plan automatically loads 80 hours to their EE’s PTO balances on the first of the year; what kind of plan is this and what is its year end basis?
Front Load – Fiscal with dates of 12/31
What box must ALWAYS be checked on the PTO Absence Codes to properly track hours?
Update PTO Register
If the client uses TimeCo, which box should NOT be checked and why?
Enable in EE Portal (in PTO Absence Codes) because it would allow the EE to request in both Vfficient AND TimeCo and could result in duplicate requests
Which Accrual Method do we NOT use?
Which two columns need to be combined to have an accurate Accrual Stop Balance?
What should you do if you have a California client and no PTO plans?
Have a conversation with the client or SRR. CA client should all have at least a sick or some type PTO plan.
What will happen if employees are not enrolled when data is being loaded?
Balances will not be loaded.
Who do you reach out to if the hand book rules do not match the plan set up in the Legacy system?
The client.
Verify accruals if applicable.
Verify hours from Legacy system i.e accrued, carry over and taken.
Verify hours are coming out correctly.
What is the date to use as the PTO Start Date for rehired employees who were not previously enrolled in a PTO plan
Rehire Date
When your year end basis is Anniversary date what should your trigger method be?
When you should not suppress printing of hours available? Even if they are not able to use hours until the waiting period is over.
CA SICK
What are the different options you have to set up auto enroll rules?
Employee type, Position, Benefit group, Location, Department.