EC - Paid Time Off

EC - Paid Time Off

Paid time off or personal time off (PTO) is a policy that provides a bank of hours in which the employer pools sick days, vacation days, and personal days that allows employees to use as the need or desire arises.

This will apply specifically to employees whose timecards are reviewed and approved by Manager and/or administration. 

To setup paid time off or personal time off (PTO) in the software do the following:

If you do not wish for a Absence Type to accrue hours
  1. Click on Settings.
  2. Click on Absence Type.
  3. Select the Absence Type you would like to disable the balance for.
  4. Unselect the checkbox for Allow to Accrue and click SAVE.

  1. Click on Dashboard
  2. Click on Paid Time Off
  3. Select the User/Employee
  4. Select (Edit) play button to create Accrual Rules.

The below will appear

Untick Use overtime hours and Use double time hours if not required.
Tick the correct Absences that should accrue time. 

Note: Starting on - This option only works Going Forward. If you get an error message then you have select dates that have passed.

To enter accrue time available
  1. Click on Dashboard
  2. Click on Paid Time Off
  3. Select the User/Employee
  4. Select the pencil, enter the time available, select the pencil and the entered time will save.

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