Your general PTO rules and permissions are configurable via PTO Settings tab on the Configuration page. The settings are shown below:
The permissions govern the roles that have access to add/edit PTO records, enter PTO adjustments and view PTO for users other than themselves. Generally access to these features should be limited to users with a personnel or financial management role within your company.
The PTO settings box provides configuration options that govern how PTO and Comp Time can be used.
The Comp Ceiling is the maximum number of hours each employee can carry in their Comp Time bank.
The Maximum PTO Carryover is the maximum number of unused PTO hours an employee can carry over in to the next PTO year. Generally companies put some kind of limit on this to limit liability and encourage their employees to make use of their PTO.
The Apply PTO Hours Worked Limit flag specifies whether the system prevents a user from using more PTO than they would be required to based on the number of hours worked in a given timecard period. For instance, if as an employee I was required to work 40 hours a week, and I worked 36 hours Mon-Thu and claimed 8 hours of PTO on Friday, an error message would be displayed if this setting is turned on, and I would be asked to reduce my PTO claim to 4 hours, to match my 40 hour work week.
The Apply Comp Time Hours Worked Limit flag works in the same way as the above, but for Comp Time, rather than PTO.
In addition to the settings above, there are two settings related to PTO and Comp Time on the Timecard Settings tab on the Configuration Page.
The Comp Floor and PTO Floor settings allow you to specify the minimum balance allowed in each employee's Comp Time and PTO banks. You can set this to a negative balance to allow employees access to some of their PTO or Comp Time hours before they have accrued them. In the above example employee's cannot claim Comp Time they have not yet accrued, but can use up to 5 days of PTO before they have accrued the hours.