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PTO & Time Tracking Setup Form

Please provide the following information to assist CEDR with setting up your new PTO & Time Tracking account.
34Questions
  • 1

    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

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  • 2
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  • 3
    If "Yes" is selected, we will skip questions already asked in your CEDR Handbook Survey to save you time
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  • 4
    Please provide the legal name of your corporate entity
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  • 5
    DBA (Doing Business As) will be the name we display on your PTO & Time Tracking Account
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  • 6
    If there are multiple Owners, please provide the primary Owner who will be working directly with CEDR
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  • 7
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  • 8
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  • 9
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  • 10
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  • 11
    Please select all States where your company currently has employees working
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  • 12
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  • 13
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  • 14
    What is the best email to reach your primary administrative contact?
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  • 15
    What is the best number speak with your primary administrative contact?
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  • 16
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    Pick a Date
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  • 17
    We recommend at least 48 hours to process payroll.
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  • 18
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  • 19
    Please describe how your custom pay period schedule is set up and/or provide your custom pay period schedule.
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  • 20
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    Pick a Date
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  • 21
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    Pick a Date
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  • 22
    "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.
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  • 23
    All time card edits are tracked an auditable via Time Cards
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  • 24
    Time Card Approval will not prevent ability to run payroll
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  • 25
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  • 26
    How many hours are employees eligible for each paid Holiday? Leave blank if ineligible for Holiday Pay
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  • 27
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  • 28
    Please provide any details regarding your Holiday Policies that were not asked in previous questions in this section
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  • 29
    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.
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    Max. file size: 10.6MB
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  • 30
    Uploading your Time Off policies will automatically skip the remaining questions in this section.
    Drag and drop files here
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    Max. file size: 10.6MB
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  • 31
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  • 32
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  • 33
    The "Benefit Year" determines when accrued time off balances expire, rollover, or are paid out each year.
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  • 34
    Please provide any details regarding your Time Off Policies that were not asked in previous questions in this section
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