5. What's the paid time off top up?

"What's the paid time off top up?"

The "PTO top up" is the number of hours that's added to a person's paid time off "PTO allowance" per month.

To set a person's "PTO top up":

1. First, select the person on: "Menu", then "People"
2. Next, go to their: "Time off", then "Time off settings"
3. And tap: "PTO top up (per month)"
4. In most cases, the person's "PTO top up" matches the payroll group's "PTO default days per year", after it's converted to an hours per month number.
5. To see notes on how the payroll group's "PTO default days per year" is converted to hours per month, tap the "more" link.
6. To set "PTO top up", you can either drag the slider, or type in the number of hours directly.
7. As soon as you drag the slider, or type in the hours, you'll see the estimated "days per year" instantly update.
8. Next, to set when the new "PTO top up" is to begin, tap "Begin new "PTO top up" on", and select the beginning date.
9. Because PTO's topped up on the 1st of each month, only dates that are the 1st of each month can be selected.
10. You can opt to schedule the new "PTO top up" to begin months into the future. But the earliest you can select is the 1st of next month.
11. And when you're ready, tap: Save
12. And you'll now see the new "PTO top up" hours are scheduled to begin on the 1st of the month you selected.
13. Once the first "PTO top up" is scheduled, if you want to optionally schedule a second, tap the "Add another" link.
14. And once you've set the second "PTO top up" hours and begin date, tap: Save
15. And you'll now see the second "PTO top up" hours also scheduled.
16. You can add as many scheduled "PTO top up" hours as you need, up to 24 months into the future.
17. Or to delete one, tap its link, and tap: Delete
18. And finally, the second scheduled top up is instantly removed, and you're only left with the first scheduled top up.

You may notice:

• That every person's "PTO top up" is set as an hours per month amount.
• However, not everyone has their "PTO top up" actually added to their "PTO allowance" on the 1st of each month.
• Some people can be set to receive 12 months worth of "PTO top up" on the first day of each year, on January 1st.
• To learn more about when each person's "PTO top up" is added to their "PTO allowance", watch the video on: PTO top-ups

Keep in mind that:

• The "PTO top up" setting only shows for people whose "Employment type" is "Employee" or: "Zero-hour worker"
• To check the "Employment type" of the person, scroll up to the "Pay settings" heading.
• And tap: "Employment type" (at the top)
• You'll see that the employment types are all listed as "No" for "Paid time off", except for "Employee" and: "Zero-hour worker"

For advanced usage:

• If you need a number bigger than the slider can be dragged to, type into the number directly.
• The maximum it can handle is 200 hours per month, which is about 300 days per year.

To learn more:

• About how to set a payroll group's "PTO default days per year", watch the video on: Paid time off settings

And that's it! That's everything you need to know about how to set a person's "PTO top up"!