1. Paid Time Off Tracking
July 2015

2. Have a question?
We love your questions, it makes us feel useful

3. Adding PTO into the mix
EN’s staff wanted to create a software that every licensee would use
Providing software support is the next evolution of a brokers value proposition to their customers
Building a Zenefits alternative for brokers
Payroll Up next
PTO Now
Integrated FSA June 2015
ACA reporting April 2015
Onboarding March 2015
Integrated COBRA January 2015

4. Training
As Employee Navigator becomes more complex, HR will need more in-depth training
Brokers are asking us to train their HR
EN is considering providing HR training webinars and a community support forum for HR
Annual cost: $400 per year paid by HR with a credit card
Broker can “turn off” the offer
This will be part of the ACA training
After we review the complexities of PTO, we’ll ask your opinion

5. The introduction of PTO poses a challenge for us
HR will not use EN’s PTO and onboarding if they are going to lose their historical information if they change brokers
EN will need to balance the impact of a BOR change, HR data loss and protecting a broker’s investment in client set-up

6. Overview Will be available: Weekend of 7-31
The PTO module is included in the “Elite” license at no cost
Tracks “time off” and “accruals” based on the calendar year
Allows employees to request time off and view balances
Sends s to managers for approval and employees when approved
Tracks information on “HR” and “Manager” dashboards

7. Overview Continued
Accrual dates can be customized (e.g., monthly on the 15th)
Service awards are based on employee anniversary
s are generated
To manager when employee requests leave
To employee when manager approves/denies
Unpaid hours can be tracked by adding a leave type
Employees are assigned to one manager. HR can serve as the back-up to a manager and see all teams

8. Overview Continued PTO can be turned off at the company level
Employees can have multiple policies in their time off package, utilizing both accruals and tracking only
Employee request time off in hours – not days
Employees can request time off before its accrued (optional setup)
Unused hours carry over at the end of the calendar year

9. PTO was designed to be used 2 ways
Accrual Tracking
Over time, employee earns hours placed into a bank
Employees earned accruals are calculated
Available balances reflect time off and accruals
Time-off Tracking Only:
Accrual engine is turned off
Hours may be granted to employees
The request and approval functionality is used
Hours used can be reported and moved into another system

10. Becoming familiar with the components of a PTO system
Configuration options
Leave types (customizable)
Automated accrual
Service awards
Carryover of unused hours
Allow to go into the negative
New Holiday Calendar

11. Using packages when companies have multiple time off packages
Example #1
Union employees accrue 25 days of PTO
Non-Union accrue 20 days of PTO
Example #2
Division 1 has separate sick and vacation days, with carryover option on vacation days
Division 2 has combined sick & vacation into a PTO policy, with NO carryover plus 12 hours of flex time

12. Important things you should know
Future accruals are calculated
Future periodic accruals are created for employees, so be careful to get it right
There are 2 options when rolling out PTO
Set the effective date to January 1 & import time taken to-date
Set a later effective date and import unused balances as of that date

13. Phase 2 enhancements
Accrual rollover based on employment anniversary, not calendar year
Ability to set work week and hours
“Warning days” to discourage days off
Improved calendar options
Accrual cap options
Expiration on carryover hours (e.g., carryover hours expire after 90 days)

14. Let’s take a look at the system

15. Questions