This article explains how to set up and manage PTO and Sick Time accrual rates in Squava. You will learn how to access the PTO page, view or edit default accrual groups, understand common PTO settings and terms, and create a new accrual group if needed.

Step-by-Step Guide:

1. Access Company > PTO 

   
   Define your PTO and Sick Time rates by clicking the Mega Menu → under Company → select PTO. 
    

2. View/Edit Default PTO Accrual Groups 
   
         

   
   
   
    Click the pen and paper icon to view/edit the details. Some of the information is pre-filled for you. Be sure to click 'Save' when finished.
    

3. Understanding PTO

   Definitions - Accrued:

   Employees will earn their PTO
   - Vested: Employees will be "gifted" a specific amount of PTO up-front
   - Full PTO: Employees will earn PTO no matter how many hours they work
   - Pro-rated PTO until ___ hours: Employees need to work a minimum of ___ hours to earn PTO 
   - Pro-rated PTO: Employees will earn PTO for however many hours they work that week
   - Cap: Employees will earn PTO, but cannot exceed their outlined cap amount 
    

4. Select New Accrual Group (if applicable)

   

    

SUCCESS!!!

• Now that you've defined your PTO/Sick Time accrual rates, you need to add your list of employees to be added as users so they can accrue their PTO/Sick Time.  
• Check out the Help Article: Add or Edit Employees.