Managing California Paid Sick Leave

On the HR: Benefit Setup screen General tab, enter a Benefit Description, such as California Sick Leave. Select or enter the Benefit Type of Sick. Select or enter the Benefit Frequency of Pay Period. Enter any Notes and select the Benefit Method of Hours Accrual.

Select the Print on Paycheck option and enter a Paycheck Description. This will ensure paid sick leave accruals are displayed on the standard check format pay stub.

Select the Only Show Available Hours to ensure that the employee paychecks will only show available hours and not hours that have been accrued.

The Benefit Description, Benefit Type and Paycheck Description fields are standard Add/Edit Lists.

Note:  You must set up a California paid sick leave benefit for each Pay Frequency as needed.

On the HR: Benefit Setup screen Eligibility tab, in the First Eligibility Based On section, set the First Date Eligible Rounding option to No Rounding.

In the First Option section, set the Eligible for Benefit option to 0 (zero) days after, and the Eligibility Based On option to Current Hire Date.

For Employee Pay Types, select both Hourly and Salary.

On the HR: Benefit Setup screen Availability tab, in the Benefit Hours Availability Determined section, select the Sick Pay option. In the Initial Availability section, set the Hours Can First be Taken to 90 Days After Current Hire Date.

In the Sick Pay Usage section enter 24 in the Allow up to __ hours to be used in a benefit year field.

Selecting the Employees over Usage Limit button displays a list of employees that currently have more than the 24 hours in a benefit year.

On the HR: Benefit Setup screen Accrual Limits tab, select the Allow Total Benefit Cap option. This displays another column on the Accrual Calculations Tab. The total accrual cap means that you can’t accrue more than the set number of hours.

Select the Allow Annual Benefit Accrual Cap check box to set a maximum annual accrual amount to ensure employees' sick accrual is capped to an annual amount.

Example:  If the Benefit Accrual Cap (on the Accrual Calculations tab) is set to 48 hours, the employee can only accrue a maximum of 48 hours. Once he accrues his 48 hours, he cannot go above that limit; however if he goes below the 48 hours (uses some of the hours) he can then accrue back up to 48 hours.

On the HR: Benefit Setup screen Accrual Calculations tab, in the Accrual Calculations grid, add a single row with the following values:

Salary

Benefit Hours Per Frequency max cap for the year/number of pay periods

Benefit Accrual Cap 48

Note:  Benefit Hours Per Frequency may change based on the Salary Pay Frequency set up on the HR: Benefit Setup screen General tab in Step 2.

Hourly

Accrual Rate Per Hour .0333333

Benefit Accrual Cap 48

If you have employees in states other than California, you need to use either the Pick From List or Exclude From List job options on the Accrual Qualifiers tab to ensure all California jobs are listed correctly for the proper accrual.

On the Usage Qualifiers tab, select the All Hours Types marked as Sick check box in the Hours Types Properties section.

Note:  Hours Types are used throughout WinTeam for timekeeping, billing, benefits and budgeting. Each Hours Type can be assigned various Overtime Rules, Special Add-Ons and Properties. For more information, see Learning about Hours Types and Hours Types Defaults.