How to Set Up Combined PTO

Some companies prefer to combine Vacation and Sick leave. Follow these steps to set it up, then verify the result.

Set up combined PTO

1. Go to Time Off settings (Time Off Rules & Setup).
2. Open Vacation and select the Calculate accruals checkbox. Set it up according to your work policy.

If needed, you can use any other time off types or create new ones according to your needs and combine them.

Double-check the setup

1. Go to Users and choose a user.
2. Set the user's Employment start date so the required period is visible (15+ years in this example).
3. Go to Reports and choose Time off balance report.
4. Choose the same employee.
5. Uncheck Specify period.
6. Set the start date and end date.
7. From the Absences dropdown, choose the type you are working on.
8. From the Download dropdown, choose Time off balance full.

In the downloaded file you can see how accruals are added and lapsed monthly and yearly, and how they change depending on time off requests.