A guide to PTO pay when an associate leaves the companyHow PTO payout at separation works for salaried associates

Things that determine PTO payout at separation:1. Carryover of unused days from the

previous plan year2. How much PTO has been earned

(sometimes referred to as accrual)3. PTO usage in the current plan year4. PTO Policy and any applicable

state/jurisdictional rules

Carryover of unused days from the last plan yearAll unused PTO carries over to the new plan year.

When the amount exceeds the carryover allowance (see chart), your new plan year grant will be reduced by the excess amount.

Location Carryover Allowance

California 6 days

Chicago/Cook County, Illinois 8 days

Dallas, TX 8 days

Saint Paul, Minnesota 10 days

Philadelphia, Pennsylvania 10 days

Washington, D.C. 14 days

All other states/locations 5 daysCarryover all unused PTO

from last plan year

Annual PTO grant for the new plan year

Days carried over in excess of carryover

allowance

Total available PTO days in the new plan

year

Earning additional PTO when you had excess carryover Excess carryover reduces the new plan year’s grant and affects when you earn additional PTO. PTO is earned at the same rate as the standard grant schedule beginning the month of the plan year after the chart value exceeds the excess carried over amount.

Example: For this associate, carrying over 6 excess days reduces the new plan year grant to 15 days from 21. On the 4th month of the plan year, the standard schedule exceeds the excess carryover amount, so a portion of PTO is earned that month. Then, the reduced grant is earned at the same rate beginning on the 5th month of the plan year.Standard Grant Schedule

Adjusted Grant Schedule

The formula for determining earned and unused PTO daysAll unused PTO days from the previous year are added to the amount of PTO earned up to the month of separation. Then, PTO days taken in the plan year (from February 1 up to and including the separation day) are subtracted. The result is the amount of earned and unused PTO days.

Carryover all unused PTO

from last year

Days listed in the chart for

the month year-to-date

Days carried over in

excess of carryover allowance

PTO days taken during the current

plan year

Earned and unused days

Policy and rules that apply to PTO payoutThe PTO Policy and any applicable state and jurisdictional rules are applied to determine the final PTO payout at separation. Those rules are:

GAINATPS/Workday

Systems use what is keyed into the screen to automatically calculate any payout due

Up to five days of earned and unused PTO will be paid upon separation, provided you have been with Walmart Inc. for at least one year. Except in:• Rhode Island where all earned and unused paid time off is paid out to you if you

have been with Walmart for at least one year.• California, Illinois, Louisiana, Massachusetts, Nebraska, North Dakota, or

Wyoming where all earned and unused paid time off will be paid out to you regardless of how long you’ve been with the company.

When you leaveIf you have used more PTO days than you have earned, no PTO is paid out to you. You will not be asked to repay any PTO you had used but had not yet earned.

How to enter the details into the termination screenCorrect PTO pay at separation is dependent upon entering the details accurately into the system – Workday or GAIN.

Workday

GAIN

Number of unused PTO Days at the end of last plan year on 1/31:Be sure to include all unused days from last plan year.

Number of Regularly Scheduled Days Per Pay Period (In Days i.e. 6, 8, 10):The Work Schedule determines the PTO Schedule (3-Day, 4-Day, or 5-Day).

PTO Days Taken Since 2/01:Be sure to include all days used including any used in the current pay period. Round down for ½ days (e.g., 12 ½ days used would be entered as “12” in the term pay screen).

Putting it all togetherExample of PTO pay at separation

Mary works a 5-day work week. She’ll celebrate 4 service years in the PTO Plan Year. She is leaving the company in June which has a chart value of 11 days.

Her work location has a carryover allowance of 5 days. Mary had just 2 unused PTO days at the end of last plan year. She has used 9 days since Feb 1.

She lives in a state where the maximum PTO payout is 5 days.

Using the formula for determining earned and

unused days:

2 + [11 – 0] – 9 = 4

Applying the rule for the work location:

Mary receives a PTO payout of 4 days.

Putting it all togetherExample of PTO pay at separation

Joe works a 4-day work week. He’ll celebrate 14 service years in the PTO Plan Year. He is leaving the company in September with a chart value of 18 days.

His work location has a carryover allowance of 5 days. He had 10 unused PTO days at the end of last plan year. He has used 13 days since Feb 1.

He lives in a state where the maximum PTO payout is 5 days.

Using the formula for determining earned and

unused days:

10 + [18 – 5] – 13 = 10

Applying the rule for the work location:

Joe receives a PTO payout of 5 days.

Putting it all togetherExample of PTO pay at separation

Ann works a 5-day work week. She’ll celebrate 11 service years in the PTO Plan Year. She is leaving the company in April which has a chart value of 9 days.

Her work location has a carryover allowance of 5 days. She had 0 unused PTO days at the end of last plan year. She has used 13 days since Feb 1.

She lives in a state where the maximum PTO payout is 5 days.

Using the formula for determining earned and

unused days:

0 + [9 – 0] – 13 = -4

Applying the rule for the work location:

Ann receives a PTO payout of 0 days.

Putting it all togetherExample of PTO pay at separation

Tom works a 5-day work week. He’ll celebrate 3 service years in the PTO Plan Year. He is leaving the company in May which has a chart value of 9 days.

His work location has a carryover allowance of 6 days. Tom had 11 unused PTO days at the end of last plan year. He has used 5 days since Feb 1.

Tom lives in a state where all unused and earned days are paid out at termination.

Using the formula for determining earned and

unused days:

11 + [9 – 5] – 5 = 10

Applying the rule for the work location:

Tom receives a PTO payout of 10 days.

Have questions?

If you need more information about PTO pay when leaving the company, please reach out to the People Services – PTO Teamptoadjst@walmart.com

800-421-1362