---
title: "Creating a Fixed Date Policy Accrual Rule"
slug: "pto-accruals-creating-a-fixed-date-policy-rule"
description: "Create a fixed date PTO accrual rule: name it, select an earning type, set the fixed grant date, specify hours to grant, and complete the wizard."
updated: 2025-08-25T22:02:45Z
published: 2025-08-25T22:02:45Z
canonical: "docs.restaurant365.com/pto-accruals-creating-a-fixed-date-policy-rule"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Fixed Date Policy Accrual Rule

This article reviews the steps for creating an **accrual rule** for a [**fixed date** type PTO policy](/doc/docs/pto-accruals-policy-types)[](/doc/docs/pto-accruals-policy-types) using the **accrual rule wizard** on the [Labor Rules page](/doc/docs/admin-page-overview-security).

---

## Creating a Fixed Date Policy

Follow these steps to create a PTO accrual rule for a fixed date policy:

### Starting the Accrual Rule Wizard

*Click steps to expand for additional information and images.*

****1)** Navigate to the [**Labor Rules page**](/doc/docs/admin-page-overview-security)**.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z4D7RD1Z.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****2)** Click **Create**, then select **Accrual Rule.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7PA6XM3M.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****3)** Enter a **rule name** for the accrual rule.**

This is used throughout the system as the Accrual Balance name and will be visible to employees. Rule names must be unique.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/bdf664a4-e196-451d-82f6-19fc707215cf.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****4)** Select an **earning type:****

- Unpaid
- PTO
- Sick
- Vacation
- Bereavement

This is the earning type that will be added to the DSS when accrued hours are used.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/bdf664a4-e196-451d-82f6-19fc707215cf.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****5)** Click **continue** to move to the next step.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/bdf664a4-e196-451d-82f6-19fc707215cf.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****6)** Enter an **effective start date.****

This is the date that the rule will take effect. Employees assigned to this rule will not accrue hours prior to this date.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/67e0f97d-414b-4bf6-ad7f-a72d3df2bf24.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****7)** Click **+ Add Effective End Date** to add an end date to the rule. (Optional)**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/67e0f97d-414b-4bf6-ad7f-a72d3df2bf24.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****8)** Click **Continue** to move to the next step.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/67e0f97d-414b-4bf6-ad7f-a72d3df2bf24.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****9)** Select the **Fixed** type.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/0658298b-274f-4286-b110-cf83c40bd0cf.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****10)** Click **Continue** to move to step 1 of the policy configuration.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/0658298b-274f-4286-b110-cf83c40bd0cf.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

### Step 1 - How Do You Want To Set Up Your Fixed Accrual?

*Click steps to expand for additional information and images.*

****1)** Select the **date type:****

If **birthday** is selected, the employee will accrue the set number of hours on the **birthday** set on their [employee record.](/doc/docs/workforce-employee-record-overview)

> If the employee does not have a birthday set on their Employee Record, accrual rules with this configuration will not be assignable to them.

If **anniversary** is selected, the employee will accrue the set number of hours on the **hire date** set on their [Employee Record.](/doc/docs/workforce-employee-record-overview)

> If the employee does not have a hire date set on their Employee Record, accrual rules with this configuration will not be assignable to them.

If a **custom date** is selected, all employees will accrue the set number of hours on the **selected date**. If **recurring period** is selected, all employees will accrue the set number of hours on a set schedule; **weekly**, **bi-weekly**, or **monthly**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b46adef5-1986-477e-94da-91f8e01814a0.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****2)** Enter the **number of days** after an employee's start date (**hire date**) that must pass before the employee begins accruing hours.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z83FAG0Y.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****3)** Select the hour increment that employees can use when requesting time off under this rule.**

**None** - Employees can request to use accrued hours in any increment, including partial hours.

**2** - Employees can request to use accrued hours in increments of 2 hours.

**4** - Employees can request to use accrued hours in increments of 4 hours.

**8** - Employees can request to use accrued hours in increments of 8 hours.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z14X6HWZ.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****4)** Enter the **number of days** after an employee's start date (**hire date**) that must pass before the employee can use accrued hours.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1102YJ6H.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

If **custom date** is selected:

****a)** Select the **desired date**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/3be0732b-b0d1-44cc-a132-eda436a415c7.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

If **recurring period** is selected:

****b)** Select the **period type**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QYY5QUTU.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****c)** If weekly or bi-weekly is selected, select the **day of the week** that hours should accrue on.**

For weekly periods, hours will accrue on the selected day each week. For bi-weekly periods, hours will accrue on the selected day every other week.

> If the effective start date of the rule matches the selected day of the week, the bi-weekly cycle will start on the effective date of the rule. Otherwise, the bi-weekly cycle will start on the next instance of the selected day of the week after the effective date of the rule.

> The day of the week is not selected for monthly periods. Hours associated with monthly periods always accrue on the first day of the month.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CGGWF2S8.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****d)** Enter the **number of hours** the employee must work in the period to accrue hours.**

> If left blank or zero is entered, employees will always accrue hours each period.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q7KQ4L72.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****e)** If paid non-worked hours should be included in the number of hours an employee must work in the period to accrue hours, enable the **Accrue on Non-Worked Hours** toggle.**

When enabled, selected non-worked hours, such as hours associated with sick earnings, are included when calculating an employee's total worked hours.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8TRIB4ZL.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****f)** If the Accrue on Non-Worked Hours toggle is enabled, select the **non-worked earning types** that should be counted as worked hours.**

When an employee has earnings associated with these earning types, the hours associated with them will be included in their 'Worked Hours' for the period.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HLWW1BH2.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

For **all** date types:

****5)** Enter the **number of hours** that the employee will accrue on the set date.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-T6ZHRWE4.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****6)** If employees should be able make requests that result in negative balances, enable the **Allow Negative Balances** toggle.**

When enabled, employees will be able to submit time off requests that will result in a negative accrual balance.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5RR5RCJ1.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****7)** Review configurations, then click **Next Step.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UHRIA3XD.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

### Step 2 - Accrual Cap and Tenure Bonus

*Click steps to expand for additional information and images.*

****1)** Select the **accrual cap** type.**

- **Limitless Accrual** - There is no cap to how many hours an employee can accrue.
- **Maximum Yearly Accrual** - The employee can accrue a set number of hours per year.
- **Max Running Balance** - The employee can accrue up to a maximum balance. As hours are used, more can be accrued.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-38WN1OXZ.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****2a)** If **Maximum Yearly Accrual** is selected, enter the maximum number of hours an employee can **accrue in a year**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EZJNV8VN.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****2b)** If **Max Running Balance** is selected, enter the maximum number of hours an employee can **bank** before they stop accruing.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OT4P94GB.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****3)** f the accrual rate or maximum balance for employees should increase based on their employment tenure, **enable the Tenure Bonus toggle**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XZDW73LZ.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****4)** Enter the **Years Worked** threshold.**

When the employee's hire date is this number of years in the past, the tenure bonus will be applied when they accrue hours.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-908SN8W5.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****5)** Enter the **amount of hours** the set number of accrual hours will be increased by.**

> Increasing the accrual amount is required for each level of tenure bonus.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-82DQ0OTW.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****6)** Enter the number of hours to **increase the maximum balance** by. *(Optional)***

> Increasing the maximum balance will increase the number of hours the employee can accrue in a single year.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CKLD2PEN.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****7)** To add an additional level of tenure bonus, click **'+ Add Another Tenure Bonus'**, then follow steps 4 - 6 for it.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QPJVNCKO.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****8)** Review configurations, then click **Next Step.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-92JW8DYO.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

### Step 3 - Carryover Rules

*Click steps to expand for additional information and images.*

**1) If **Recurring Period** was selected as the date type, enter the **Calendar Year End Date**.**

This is the date that accrued hours will expire or carry over each year.

> If Birthday, Anniversary, or Custom Date was selected as the date type, associated accrued hours always **expire or carry over** on the **accrual date** selected in Step 1.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1KAWH2TB.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****2)** If accrued balances should carry over, enable the **Carryover Balance** toggle.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0N9IGH1C.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****3)** Enter the **percentage of accrued hours** that can be carried over for an employee.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1PAC2BII.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****4)** Enter the **maximum number of hours** that can be carried over for an employee.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CFLFNZT3.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****5)** If unused carryover hours **should expire** after a set amount of time, enter the **number of days** employees can use the hours before they expire.**

If unused carryover hours **should not expire**, leave this field blank.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q4CRZAQ2.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****6****)** Select the **type** of the carried over hours, regular or exempt.**

- **Regular** - Carried over hours will be included in the employee's accrual cap for the rule.
- **Exempt** - Carried over hours will not be included in the employee's accrual cap for the rule. When the employee uses accrued hours, exempt hours are used first. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZDGJBHXN.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****7)** If earnings should be added to the DSS for the employee when hours expire, enable the **Pay Unused Hours** toggle.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LPSG1JGZ.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****8)** Review configurations, then click **Complete.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TTMHPHBV.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

****9)** Click one of the following to navigate to the desired page:**

**Close** - Return to the [Labor Rules page](/doc/docs/admin-page-overview-security). **Assign to Employees** - Navigate to the [Employees page](/doc/docs/workforce-employees-page). **View Accrual** - Open the new rule in an [Accrual Rule sidesheet](/doc/docs/pto-accruals-accrual-rule-details-sidesheet).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-G4TC8KOV.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A23%3A16Z&se=2026-11-01T14%3A23%3A16Z&sr=c&sp=r&sig=Ix7GHdfhXIdZ7UmuVokQucgYaJb1YX5OGt9RRn9gsIM%3D)

A database entry that contains detailed info about an employee, including personal details and employment history.