--- title: "Creating an Unlimited Policy Accrual Rule" slug: "pto-accruals-creating-an-unlimited-policy-accrual-rule" description: "Create an unlimited PTO accrual rule: name the rule, select an earning type, set effective dates, and complete the accrual rule wizard." updated: 2025-07-04T01:14:23Z published: 2025-07-04T01:14:23Z canonical: "docs.restaurant365.com/pto-accruals-creating-an-unlimited-policy-accrual-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 an Unlimited Policy Accrual Rule This article reviews the steps for creating an [**accrual rule**](/doc/docs/pto-accruals-overview) for an [**'unlimited'** 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 an Unlimited Policy Follow these steps to create a PTO accrual rule for an unlimited policy: *Click steps to expand for additional information and images.* ****1)** Navigate to the **Labor Rules page.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z4D7RD1Z.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A11%3A33Z&se=2026-10-29T05%3A11%3A33Z&sr=c&sp=r&sig=KM3LAhvXx5tOW8bzzH%2Fqji6j1lltLhz2J%2F2BzdXR9h0%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=2026-10-29T04%3A11%3A33Z&se=2026-10-29T05%3A11%3A33Z&sr=c&sp=r&sig=KM3LAhvXx5tOW8bzzH%2Fqji6j1lltLhz2J%2F2BzdXR9h0%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/c6a47250-200d-46e2-bc22-9504bc3fd77e.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A11%3A33Z&se=2026-10-29T05%3A11%3A33Z&sr=c&sp=r&sig=KM3LAhvXx5tOW8bzzH%2Fqji6j1lltLhz2J%2F2BzdXR9h0%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/c6a47250-200d-46e2-bc22-9504bc3fd77e.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A11%3A33Z&se=2026-10-29T05%3A11%3A33Z&sr=c&sp=r&sig=KM3LAhvXx5tOW8bzzH%2Fqji6j1lltLhz2J%2F2BzdXR9h0%3D) ****5)** Click **continue** to move to the next step.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/c6a47250-200d-46e2-bc22-9504bc3fd77e.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A11%3A33Z&se=2026-10-29T05%3A11%3A33Z&sr=c&sp=r&sig=KM3LAhvXx5tOW8bzzH%2Fqji6j1lltLhz2J%2F2BzdXR9h0%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/11025175-d90c-4c05-ac2c-0fd99913bd7d.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A11%3A33Z&se=2026-10-29T05%3A11%3A33Z&sr=c&sp=r&sig=KM3LAhvXx5tOW8bzzH%2Fqji6j1lltLhz2J%2F2BzdXR9h0%3D) ****7)** Click **+ Add Effective End Date** to add an end date to the rule. (Optional)** This is the date that the rule will be deactivated. If an effective end date is entered, employees assigned to this rule will not accrue hours past this date. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/11025175-d90c-4c05-ac2c-0fd99913bd7d.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A11%3A33Z&se=2026-10-29T05%3A11%3A33Z&sr=c&sp=r&sig=KM3LAhvXx5tOW8bzzH%2Fqji6j1lltLhz2J%2F2BzdXR9h0%3D) ****8)** Click **Continue** to move to the next step.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/11025175-d90c-4c05-ac2c-0fd99913bd7d.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A11%3A33Z&se=2026-10-29T05%3A11%3A33Z&sr=c&sp=r&sig=KM3LAhvXx5tOW8bzzH%2Fqji6j1lltLhz2J%2F2BzdXR9h0%3D) ****9)** Select the **'Unlimited'** type.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/47ed3aa9-048c-4627-9b6a-7bb0a1bc6860.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A11%3A33Z&se=2026-10-29T05%3A11%3A33Z&sr=c&sp=r&sig=KM3LAhvXx5tOW8bzzH%2Fqji6j1lltLhz2J%2F2BzdXR9h0%3D) ****10)** Click **Complete** to confirm rule configurations and create the rule.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/47ed3aa9-048c-4627-9b6a-7bb0a1bc6860.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A11%3A33Z&se=2026-10-29T05%3A11%3A33Z&sr=c&sp=r&sig=KM3LAhvXx5tOW8bzzH%2Fqji6j1lltLhz2J%2F2BzdXR9h0%3D) ****11)** Click one of the following to navigate to the desired page:** **Close** - Return to the [Labor Rules page](/doc/docs/labor-rules-page) **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/37752d73-7e54-4640-8116-59453721351b.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A11%3A33Z&se=2026-10-29T05%3A11%3A33Z&sr=c&sp=r&sig=KM3LAhvXx5tOW8bzzH%2Fqji6j1lltLhz2J%2F2BzdXR9h0%3D)