PTO
Policies
- Creating or Editing a PTO Policy (Video included)
- Create a Policy for Accruing by Hours Worked
- Supported Types of Time Off
- Tracking Unpaid Time Off
- Tracking Family Medical Leave
- Importing Hours Worked
- Auto-Approving Time Off Requests
- Understanding the Accrual Engine
- Creating a Lump Sum Policy
- Configuring the Order of PTO Accounts/Policies
- Configuring a Person's PTO Account
- Carryover Settings
- Assigning PTO Policies
- Understanding PTO Approval Workflows
- Managing 'On Leave' Individuals
- PTO for Part-Time vs Full-Time People
- Creating a Scheduled Accrual Policy
- Creating an Unlimited PTO Policy
- PTO Tracking in Hours vs. Days
- Carryover Settings (video)
- Change a Person's PTO Policy
PTO Settings
Account Balances
- Initializing or Updating PTO Balances
- Understanding Current Balance vs Remaining This Year
- Understanding PTO Transaction Dates
- Modifying a Person's Account Balance
- Understanding Account Balances (video)
- Setting PTO Amounts per Person
- Update Account Balances via File Import
- Negative Balances at Year End
PTO Requests
- Approving Time Off Requests (video)
- Understanding Re-Routed PTO Requests
- Preventing Buttons from Being Auto-Clicked in Emailed PTO Requests
- Modifying, Canceling or Deleting PTO Requests
- Approving Time Off Requests
- Understanding When PTO Requests are Processed
- Deleting a Request After it is Processed
- Submitting a Time Off Request
- Sending Reminders to PTO Approvers
- Submitting a Time Off Request (video)