Enter the effective end date of the paid time off rate or click to select the date from a Date Picker.

Enter the code of the calculation method for the paid time off rate or click to select the calculation method from a Lookup List.

Click to select the basis year for the calculation bracket for the paid time off rate.

• Calendar - The paid time off calculations are based on calendar year. At least two calculation bracket rows must be defined for this option: one for a complete year and one for the first year an employee works (assuming a partial calendar year, that is the employee started working after January 1).

• Employee PTO Start Date - The paid time off calculations are based on employee start date. At least one calculation bracket must be defined for this option.

Click to select the basis year for carrying over accrued hours.

• Calendar - The carryover calculations are based on calendar year.

• Employee PTO Start Date - The carryover calculations are based on employee start date.

Enter the number of months for the probation period before an employee can begin accruing paid time off. This is different than the Employee screen, which allows you to specify a waiting period before the employee can use accrued PTO.

Enter the code of the workers' compensation Insurance Class screen for the pay class or click to select the insurance classification from a Lookup List.

Select the checkbox to have ProContractor create a general ledger entry for time accrued.

Enter the code for the Chart of Accounts screen to use when creating general ledger entries for time accrued or click to select a subaccount from a Lookup List.

Enter the code for the Chart of Accounts screen to use as the default debit account when you adjust paid time off at a period end or click to select an account from a Lookup List.

Select the checkbox to show paid year-to-date hours for paid time off on check stubs and remittance advices.

Enter the number of months an employee must work for the calculation rule to apply.

ProContractor adds the following rows depending on how you set the Calculation Bracket Basis Year field:

• Partial First Year - This row is used with the Calendar bracket basis to define paid time off accrual for the first calendar year an employee works (assuming the employee was hired after January 1).

• 0 - If the bracket basis is Calendar, use this row to define paid time off accrual starting January 1 of the first full year in which an employee works. If the bracket basis is Employee PTO Start Date, use this row to define paid time off accrual starting on the employee's start date.

You cannot delete the system-defined rows.

If you use a probation period, Viewpoint recommends that you use the Default Probation Period Months field on the General tab. You should not use the After Month field to create a probation period.

Enter the rate at which an employee accrues paid time off per hour worked, or enter the number of hours of paid time off the employee accrues depending on the calculation method you selected.

Click to select the basis for determining the threshold for accruing paid time off.

• No Threshold

• All Hours

• All Earnings

• Regular Earnings

• Regular Hours

• RT OT DT Hours

• RT OT DT Earnings

Click to select the frequency for determining the threshold for accruing paid time off.

• Annual

• Monthly

• Weekly

• Quarterly

• Employment To Date - This option is only available if the Threshold On field is set to All Hours.

Enter the hours or earnings for the threshold that the employee must reach before accruing paid time off. For example, if you select Regular Hours in the Threshold On field, Annual in the Threshold Method field, and enter 80 in the Threshold Amount, an employee must work 80 regular hours in the year before paid time off accrual begins.

Select the checkbox to indicate that there is a limit to the number of paid time off hours an employee can accrue in a week.

If you selected the Weekly Accrual Limit checkbox, enter the maximum number of hours of paid time off an employee can accrue in one week.

Select the checkbox to indicate that there is a limit to the number of paid time off hours an employee can accrue in a month.

If you selected the Monthly Accrual Limit checkbox, enter the maximum number of hours of paid time off an employee can accrue in one month.

Select the checkbox to indicate that there is a limit to the number of paid time off hours an employee can accrue in one year.

If you selected the Yearly Accrual Limit checkbox, enter the maximum number of hours of paid time off an employee can accrue in one year.

Select the checkbox to indicate that there is a limit to the total number of paid time off hours an employee can accrue without using hours.

If you selected the Balance Limit checkbox, enter the number of paid time off hours an employee can accrue before accrual stops. For example, if you want to employees to stop accruing paid time off when they have accrued three weeks of paid time off, you would enter 120. In that case, an employee would stop accruing paid time off when they reach 120 hours (3 weeks) of unused paid time off. Once the employee used some of the paid time off to reduce the total below 120 hours, they would begin accruing again.

Select the checkbox to indicate that there is a limit to the number of paid time off hours an employee can carry over to a new year.