Standard Tier Module
PTO Accrual & Rollover Calculator
Exact PTO accrual, caps, carryover, and forfeiture over the policy you confirm - browser-side.
See it run - a worked example, 100% in this browser tab
The problem
HR and payroll teams must track accrual, caps, carryover, and year-end forfeiture across policies, where applying use-it-or-lose-it where it is unlawful (or miscounting the math) creates wage-and-hour exposure.
The local-first solution
This plugin computes the full accrual ledger deterministically in the browser over the policy you confirm, citing California's no-forfeiture rule and flagging every other state as confirm-your-own, with exact arithmetic and no employee data sent to any server.
What it does
Accrual by hourly rate, fixed per-pay-period grant, or annual grant spread across periods
Usage subtracted as taken and a running balance per period
Maximum balance cap and maximum rollover/carryover cap applied at year-end
Forfeited hours = anything above the carryover cap the selected policy lets lapse
Projected next-period starting balance from the capped carryover
California no-forfeiture policy that applies a cap but never erases an earned balance (Cal. Labor Code 227.3)
Honest scope
All accrual, usage, cap, carryover, and forfeiture arithmetic is exact to your chosen rounding over the policy you confirm; the jurisdiction forfeiture switch is a dated/jurisdiction input. California law is cited and asserted; every other state is flagged confirm-your-state, not asserted. Not modeled: payout-on-termination valuation, FLSA exempt/non-exempt treatment, sick-leave statutes, advance/negative balances, and tax withholding. This is not legal, tax, or payroll advice.
Authorities cited
- Cal. Labor Code 227.3 - On termination, all vested vacation must be paid as wages; an employer policy may not provide for forfeiture of vested vacation time. (The cited California example.)
- Suastez v. Plastic Dress-Up Co. (1982) 31 Cal.3d 774 - California Supreme Court: vacation pay is a form of deferred wages that vests as it is earned; it cannot be forfeited.
- California DLSE - Vacation: "use-it-or-lose-it" policies are unlawful in California, but a reasonable accrual CAP that stops further accrual at a ceiling is permitted (a cap is not a forfeiture).
- U.S. Dept. of Labor, Wages: Vacation Leave - The FLSA does not require payment for time not worked (vacation); such benefits are a matter of agreement between employer and employee. State law governs forfeiture / carryover - confirm your state.
- Employer accrual formulas (exact arithmetic): hourly accrual = (PTO hrs per hr worked) x (hrs worked) ; per-period = fixed grant x periods ; annual grant = total grant spread across periods. No statutory dependency - pure arithmetic.
Compute the accrual ledger
Run the accrual, cap, and carryover math in your browser, then route the ledger into a Sandbox workspace, a Worklog case, or a Gate client portal. Nothing is uploaded to anyone's cloud.