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ezPaycheck: How to Set Up Paid Time Off Plan

ezPaycheck version 3.5.12 and later comes with PTO (paid time off) tracking feature. In this guide, you will find:

  • 1. How to set up the PTO plan
  • 2. How to view the PTO report

  • Set Up Employee Paid Time Off Plan

  • Open Employee Profile Setup
  • - For new employee

    Start ezPaycheck application, click the left menu "Employees" then click the sub menu "Add Employee" to add employee profile.

    - For existing employee

    Start ezPaycheck application, click the left menu "Employees" then click the sub menu "List Employee" to view employee list. Select the employee from list and click "Edit XXXX XXX record" to edit the set up.

    employee edit
    (Click image to enlarge)

  • Set up PTO plan
  • - If you want to print PTO information on paycheck stubs, check the option.

    - You can use paid time leave plan to track to paid sick time, paid family time or others
    For example: If the maximum paid sick time for one year is 40 hours (5 days), the PTO rate accrual by working hours should be 0.0192.

    - You can set up your vacation plan.
    For example: If the maximum vacation for one year is 80 hours (10 days), the PTO rate accrual by working hours should be 0.0385.

    PTO set up
    (Click image to enlarge)

    If you do not want to use PTO feature, leave all setup with 0.

    no PTO
    (Click image to enlarge)

    Print stubs with PTO information

    If you choose the option to print PTO on stubs, you will see it on check stubs.

    paystubs with PTO
    (Click image to enlarge)

    View PTO Report

    You can click ezPaycheck left menu "Forms and Reports" then click "Reports" to view the report option screen. Then you can click the "Employee Paid Off" button to view the PTO report.

    PTO report link
    (Click image to enlarge)

    PTO report
    (Click image to enlarge)

    More Information

  • How to Manage Employee PTO hours manually.

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    Related Topics

  • ezPaycheck Quick Start Guide

  • How a add a new company account

  • How to handle both employees and contractors

  • How to handle restaurant tips

  • How to add custom deduction field and withhold it from each paycheck automatically

  • How to handle local taxes

  • How to handle State Disability Insurance (SDI)

  • How to print paycheck in different formats: check-on-top, check-in-middle, check-at-bottom

  • How to print paycheck on blank stock

  • How to print paycheck on pre-printed checks

  • How to print paycheck with company logo

  • How to adjust check printing position

  • Sample Paychecks

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