From the drop-down, select the type of leave code you want to set up. You can select from Vacation, Sick, PTO, Holiday, Compensation, or Other.

Enter a unique code name or use the Lookup to select an existing one to modify. This code can be up to 10 characters.

Enter a unique description to associate with this code. This can be up to 50 characters.

From the drop-down, select the option that describes how leave accrues for this code. If you choose Monthly, Quarterly, Semi-annually, or Annually, you can process employee leave in the PR Process Periodic Leave window. You can select from:

Enter the rate at which this leave accumulates for each employee. For example, if your employees earn two weeks each year, select Annually from the Apply drop-down and enter 80 here. If your employees earn two weeks per year, but leave is earned monthly, enter 6.667 here (80 divided by 12). You can enter the rate in the format xxxxx.xxxx.

This option is only available if you select Per unit from the Apply drop-down. If you want leave to begin accruing only after the employee worked a specific number of units in the pay period, enter the number of units here.

This number is not included in the leave calculation; it is only the number of units that must be worked before leave will start accruing.

Enter the maximum amount of leave you want to let accumulate per year for this Code. For example, if you don’t want employees to accrue over 300 hours per year, enter 300 here. When an employee reaches the limit, leave won’t accumulate until the employee account is under the limit. You must set a limit in this field. You can also set a limit specific to each employee for each Leave Type on the Employee Management Leave tab.

This option is only available if you select Per unit from the Apply drop-down. Select this check box if you want this employee to accrue leave once for each multiple of units you enter in this field. For example, if you enter 10 in this field, leave will accrue at the rate in the Accrual Rate field each time the employee works 10 units.

If the employee doesn’t work an exact multiple of the amount, the remaining units are unused.

This option is only available if you select the Accrue Leave At Every check box. Select this check box if you want any unused units to be used towards the next pay period. If you leave this check box unchecked, the additional units will be discarded.

Select the check boxes you want to appear when you run payroll so you can apply the selected code to the correct pay period.

Each check box represents a pay period you can select when you process payroll. For example, if you pay your employees on the 15th and 30th every month and you want this code to apply to both pay periods, check the 1st and 2nd check boxes. If you pay your employees weekly and you want this code to apply to all pay periods, select all the check boxes. Or, if you only want this code to apply to the first three pay periods, select the 1st, 2nd, and 3rd check boxes.