Table of Contents

Company Holidays

Part and Sum offers the following paid holidays each year:

<aside> 📅 Save the Part and Sum Office Calendar

• New Year’s Day

• Martin Luther King Day

• President’s Day

• Memorial Day

• Juneteenth

• Independence Day

• Labor Day

• Indigenous People’s Day (Columbus Day)

• Thanksgiving Day

• Friday after Thanksgiving (on call)

• Workday before Christmas

• Christmas Day

• Workday after Christmas

• New Year’s Eve </aside>

There may be holidays, traditions, and observations that fall outside of our company holiday calendar. Additional time off may be requested for these occasions through our PTO policy.

PTO Policy

Part and Sum has a non-accrual-based PTO Policy. We encourage team members to take time off but to be thoughtful about their PTO requests.

Responsible PTO

PTO may be taken for purposes such as vacation, staycations, or personal time, and we highly encourage employees to take time off for these reasons whenever they need or want. You are responsible for ensuring your tasks and projects still get done regardless of the time you take off for vacation or personal time. This time should be tracked

Responsible PTO Approval Requirements

We recommend that you do not book travel prior to confirming approval of your PTO in writing. New employees should not plan a significant vacation in their first three (3) months. Lastly, you may request a maximum of ten (10) consecutive work days.

• Time off requests for a period less than three (3) consecutive days off should be made at least two (2) weeks in advance.
• Time off requests for a period of three (3) to five (5) consecutive days off should be made at least four (4) weeks in advance.
• Time off requests for a period of more than five (5) consecutive days off should be made at least eight (8) weeks in advance.

<aside> 🎬 Submit your PTO request via Productive to begin the approval process.

Although we do our best to support all reasonable requests and to provide a flexible PTO policy, Part and Sum reserves the right to deny requests for PTO based on business needs. We recommend that you do not book travel prior to confirming approval of your PTO in writing. The farther in advance, you submit your PTO request, the better the chance it has for approval.

When evaluating your PTO requests we consider:

• Team coverage
• Project allocations
• Business support needs

All requests are considered on a first-come, first-serve basis.

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Planned PTO Team Communication Expectations Once approved, your PTO will sync automatically with your Google Calendar through the Productive Google Calendar Integration (please set this up!)

You should plan to have conversations directly with your account teams at least two weeks in advance of your first day OOO.

Please announce at Kickoff and/or in Slack your OOO plans to the full team and share a link to your OOO Plans Page before you leave.

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Sick Leave

Life happens. When a sick day is needed alert leadership and adjust your calendar. Jessica can help reschedule meetings as needed. Sam can help with adjusting deadlines and reassigning tasks.

Part and Sum provides up to 56 hours of sick leave per calendar year. This time should be added in Productive under “Book Time Off”.

Sick Leave may be used for:

• Doctors appointments - unplanned or previously scheduled - including dentist appointments, annual physicals, etc.
• Diagnosis, care, or treatment of a new or existing mental or physical health condition
• Preventive care for an employee or an employee’s family member.
• Elective and nonelective surgery
• In the case of a public health emergency that causes the employee’s place of business or the employee’s child’s school or childcare provider to be closed.

After sick leave longer than seven (7) consecutive days, the employee may be eligible at that time for benefits under Short-Term Disability (“STD”) and/or Long-Term Disability (“LTD”) policies, under the terms of those policies. Contact [email protected] for additional information on short and long-term disability policies.

Leave for Victims of Crime or Abuse and Accommodation (Coming Soon)

Paid Bereavement Leave

Employees are entitled to three (3) unplanned days off with pay:

• For the funeral of an immediate relative (parent, parent-in-law, spouse, domestic partner, child, grandparent, grandchild, or sibling).
• For employees who have experienced pregnancy loss*. This policy supports all team members who are impacted by the loss including partners and surrogate parents.

This time should be added in Productive under “Book Time Off”.

<aside> 💡 *Employee may also be eligible for sick PTO or benefits under Short-Term Disability (“STD”) and/or Long-Term Disability (“LTD”) policies, pursuant to the terms of those policies.

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Employee Parental Leave Policy

The purpose of this policy is to afford parents the quality time and flexibility they need to bond with their new child, adjust to new family situations and schedules, and otherwise do what is necessary on the home front so that when the time comes to return to work the employee is rested, energized, focused, and prepared.

In order to benefit from Part and Sum’s paid parental leave policy, employees must claim any and all disability and paid family leave benefits (see examples below) at the earliest point of eligibility.

• Full-time equivalent employees are eligible for this benefit after 26 consecutive weeks of employment. The use of scheduled vacation time; the use of personal, sick or other time away from work that has been approved by the employer; or other periods where the employee is away from work but is still considered to be an employee by the employer, shall be counted as consecutive weeks or consecutive work weeks, or days worked.
• All health insurance benefits Part and Sum provides will remain active while the employee is on parental leave. Regular employer contribution to premiums for the employee and all enrolled dependents will remain the same. If applicable, the employee will remain responsible for employee contributions to premiums.
• Eligible employees are required to notify the Company of the need for Parental Leave along with the estimated timing and duration of such leave at least 60 calendar days in advance of the need for Parental Leave. If the need for Parental Leave is not foreseeable, the eligible employee must give notice of the need as soon as the need is identified.
• The birth or adoption of twins or multiples does not increase the length of Parental Leave; such birth or adoption shall be considered a single qualifying event. The adoption of a stepchild by a stepparent does not meet Part and Sum’s definition of a qualifying event for Parental Leave. The adoption of a child who is 17 years old or older does not meet Part and Sum’s definition of a qualifying event for Parental Leave.

Parental Leave for Birthing Parents

Part and Sum will provide new birthing parents with up to twelve (12) weeks of paid leave with 100% salary continuation. Salary continuation provided by Part and Sum will be reduced by the amount of any benefit received from disability or paid family leave to ensure that employees do not receive more than 100% of their standard salary.

Birthing parents are entitled to take up to twelve (12) additional weeks of leave without salary continuation after their fully-paid period is completed and within 12 months of the initial parental leave effective date.

Parental Leave for Non-Birthing Parents, Foster Parents and Parents by Way of Adoption

Part and Sum will provide non-birthing parents, foster parents and parents by way of adoption with up to eight (8) weeks of paid leave with 100% salary continuation. Salary continuation provided by Part and Sum will be reduced by the amount of any benefit received from disability or paid family leave to ensure that employees do not receive more than 100% of their standard salary.

Non-Birthing Parents, Foster Parents and Parents by Way of Adoption are entitled to take up to sixteen (16) additional weeks of leave without salary continuation after their fully-paid period is completed and within 12 months of the initial parental leave effective date.

Sabbatical

After every 5 years at Part and Sum, you can take a paid 6-week break!

Beyond routine time off and holidays, further investment in yourself, personal exploration, and discovery is important.

This time should be added in Productive under “Book Time Off”.

<aside> 🎬 Planning must take place at least 3 months in advance.

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