PTO & Time Tracking Setup Form

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This form will take about 20 minutes to fill out. Don't worry, you don't have to do it all at once. You can click the disk symbol below the progress bar to save your progress.

The first screen that shows up when you click this icon will ask you to create a Jotform account, but you don't have to do so! Simply click the blue link that says "Skip Create Account".

You'll have the option to email yourself a link to finish the form later, or you can just copy the link into your clipboard
2
Have you completed the CEDR Handbook Survey?If "Yes" is selected, we will skip questions already asked in your CEDR Handbook Survey to save you time
YESNO
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Company Legal Name* This field is required.Please provide the legal name of your corporate entity
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Does your Company Name have a "DBA"?DBA (Doing Business As) will be the name we display on your PTO & Time Tracking Account
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Company Owner Name* This field is required.If there are multiple Owners, please provide the primary Owner who will be working directly with CEDR
First Name
Last Name
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Company Owner Email Address* This field is required.
7
Company Owner Phone Number
8
Do you have Employees in multiple States?* This field is required.
YESNO
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Which State is your Company located?* This field is required.
10
Which States do you have Employees?* This field is required.Please select all States where your company currently has employees working
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
11
Does your Company have a registered "Alternative Work Week"?
Yes
No
I don't know
What is an "Alternative Work Week"?
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Primary Administrative Contact Name* This field is required.
First Name
Last Name
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Primary Administrative Contact Email Address* This field is required.What is the best email to reach your primary administrative contact?
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Primary Administrative Phone NumberWhat is the best number speak with your primary administrative contact?
Area Code
Phone Number
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When do you plan to begin using CEDR's PTO & Time Tracking?
Date
Month
Day
Year
16
When are your check dates?We recommend at least 48 hours to process payroll.
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What is your pay period schedule?
Weekly (new pay period every week)
Bi-Weekly (every two weeks)
Semi-Monthly (two pay periods per month)
Monthly (one pay period per month)
Custom
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Custom Pay Period SchedulePlease describe how your custom pay period schedule is set up and/or provide your custom pay period schedule.
Huge
Large
Normal
Small
Ok
Ok
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When did your CURRENT pay period begin?
Date
Month
Day
Year
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When does your CURRENT pay period end?
Date
Month
Day
Year
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What is your Overtime Work Week?"Overtime Work Week" determines when your 40 hour overtime threshold resets each week. Example: Monday through Sunday, the 40 hour overtime threshold resets every Monday.
Monday through Sunday
Tuesday through Monday
Wednesday through Tuesday
Thursday through Wednesday
Friday through Thursday
Saturday through Friday
Sunday through Saturday
I Don't Know
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Would you like to allow employees to EDIT their Time Card?All time card edits are tracked an auditable via Time Cards
Yes
No
Only certain employees
Would like additional information
23
Would you like to require employees to APPROVE their Time Card?Time Card Approval will not prevent ability to run payroll
Yes
No
Only certain employees
Would like additional information
24
Which of the following does your company observe as paid holidays? Please check all that apply.
New Year's Day
New Year's Eve
Memorial Day
Independence Day
Labor Day
Thanksgiving Day
Day After Thanksgiving
Christmas Eve
Christmas Day
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Paid Holiday Hours for EmployeesHow many hours are employees eligible for each paid Holiday? Leave blank if ineligible for Holiday Pay
Full Time
Part Time
Temporary
Salaried
Paid Holiday Hours
Paid Holiday Hours
Full Time
Part Time
Temporary
Salaried
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What occurs when Holiday falls on a weekend?
Holiday is unpaid
Holiday is observed on closest weekday
Holiday is observed on the Friday before the Holiday
Holiday is observed on the Monday after the Holiday
Depends on the Holiday and/or Employee
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Additional Information for Holiday PoliciesPlease provide any details regarding your Holiday Policies that were not asked in previous questions in this section
Huge
Large
Normal
Small
Ok
Ok
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Do You Have Current Time Off Balances?Please upload a file containing the number of hours each employee has remaining in their Time Off Balance. Please include the employee's name, the category, and the "effective date" of these current balances.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Excel and CSV files are preferred
Cancelof
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Upload Time Off PoliciesUploading your Time Off policies will automatically skip the remaining questions in this section.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
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Which employees are eligible for Paid Time Off? Please check all that apply.
Full Time
Part Time
Temporary
All Employees Eligible
No Employees Eligible
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What Time Off balances would you like to track? (select all that apply)
PTO
Vacation
Sick
Personal
Unpaid Time Off
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Benefit Year based on Anniversary or Calendar Year?The "Benefit Year" determines when accrued time off balances expire, rollover, or are paid out each year.
Anniversary Year (determined by employee's hire date)
Calendar Year (restarts January 1st for every employee)
Different Benefit Year for each Time Off category
I don't know
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Additional Information for Time Off PoliciesPlease provide any details regarding your Time Off Policies that were not asked in previous questions in this section
Should be Empty:

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