Paycor On-Demand: Paycor Accruals
WATCH ME!!! Welcome to Paycor Accruals!
Learn how to use this course. Create a demo, interact with videos, give feedback.
3 min
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Time Off Types
Learn how to create Time Off Types in Paycor Accruals—the first step in setting up time off policies.
3 min
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Time Off Plans: General Settings
Configure General Settings in Time Off Plans to streamline accrual policy function and compliance.
10 min
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Time Off Plans: Hours-Based Accruals
Set accruals rules and milestones (tiers) for time off earned based on number of hours worked in a pay period.
7 min
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Time Off Plans: Flat Number of Hours
Set accruals rules and milestones (tiers) for time off earned as a flat number per pay period, regardless of hours worked.
6 min
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Time Off Plans: Bucket of Hours (Frontloading hours)
Set accruals rules and milestones (tiers) for time off granted upfront as a lump sum.
5 min
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Time Off Plans: Accrual Limits
Limit total number of hours on an employee balance, either earned or stored.
4 min
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Time Off Plans: Rollover Milestones
Set up rollover rules to control balances rolled from one year to the next.
5 min
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Time Off Plans: Automatic Payouts
Configure automatic payouts for remaining balances, terminations, and payout requests.
5 min
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Time Off Plans: Assign Employees
Assign employees to time off plans. Set starting balances and adjusted accrual dates.
6 min
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Time Off Rules
Build Time Off Rules to govern how your employees engage with time off requests, such as probationary periods and negative balances.
6 min
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Balance Adjustment: Employee Profile Adjustments
Adjust an employee's time off balance on their profile.
2 min
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Balance Adjustment: Bulk Adjustments
Adjust employees' time off balances in bulk using an import template.
5 min
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Time Off Reports
Run time off reports to check balance totals, dollar values of remaining balances, and upcoming PTO.
5 min
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Time Off Request Reminders
Set reminders for Managers and other team members to approve pending time off requests. Never miss a time off request again!
4 min
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Time Off Requests Dashboard and Calendar View
The Time Off Requests Dashboard consolidates all time off requests into a single platform. Calendar view makes it even easier to see requests side by side.
4 min
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Create Time Off Requests on the Employee Time Card and Employee Profile
Time Off Requests can be entered directly on either the employee time card or on the employee profile.
3 min
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Time Off Request Notifications
Control time off request notifications for email, text, and in-app experience. Grant access for time off request approvals outside typical reporting trees.
6 min
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Time Off Requests in Paycor Scheduling
Manage time off requests in the Paycor Scheduling product for easier workforce management and schedule planning.
3 min
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Assign Employees to Time Off Plans During Onboarding
Add employees to a time off plan during the new hire process. Set starting balances, adjusted accrual dates, and more.
3 min
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Time Off Groups
Set up Time Off Groups to group time off plans together. Bulk add plans to a new hire during onboarding.
3 min
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