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Initializing or Updating PTO Balances

For customers of our PTO module.

When creating or editing a PTO policy, you can assign PTO policies to the appropriate individuals. You can then set or adjust employee balances as needed.

To set or adjust employee balances for a PTO policy:

Only Company Admins and HR Admins can manage and configure PTO policies. Learn about PTO permissions.

  1. Click your company name at the top of the main navigation, then click Company Settings.
  2. Click the Paid Time Off tab.
  3. Next to a policy, click the arrow, then click Set Balances.
  4. For each person, input the number of hours (not days) that the person should start with.
  5. Click Save. Repeat these steps for each policy.

Please contact our Customer Success Team for additional assistance.