PTO balances and accrual policies

Set your vacation and sick leave rules in Settings > Time off. Kloqk then adds hours to each person's balance on its own, and takes them off when you approve a request.

Set your policies

1. In the sidebar, click Settings, then the Time off tab.
2. There are two sections: Vacation / paid time off and Sick leave. Set each one the same way.
3. Under How it is earned, choose one:
   • Not paid: time off can be taken, unpaid
   • Per hour worked: then fill in 1 hour off for every so many hours worked
   • A fixed amount each pay period: then fill in the hours added every period
   • The whole year up front, on 1 January: then fill in the hours granted each year
4. Optional: Balance stops growing at sets a cap. Leave it blank for no cap.
5. Optional: Hours that carry into the new year. Leave it blank to carry all of them.
6. Set Days after hire before it starts and Hours in a day off.
7. Click Save.

State sick leave minimums

If your business is in a US state that requires paid sick leave, the Sick leave section shows a note and a Use the (state) minimum button. Click it to fill in that state's commonly cited rate and cap, then Save. Confirm the rule with your state.

When balances grow

Accrual runs every night on hours actually worked, and again when the Time Off page is opened. To bring everyone up to date now, click Accrue up to today beside Save.

See or correct a balance

1. In the sidebar, click Time Off.
2. Under PTO balances, each active person has Vacation hrs and Sick hrs.
3. Type the correct number. A Save button appears on that row. Click it.

Good to know

• Approved vacation and sick requests come off the balance automatically. Unpaid requests do not touch it.
• Hours in a day off is what one day of a request is worth when an employee asks for days rather than hours.
• A fixed amount each pay period follows your pay period in Settings > Payroll. See set your pay period.
• Changes to these settings are recorded in Settings > History with who made them.
• Time off and balances are on every plan, including Free.