Admins and managers can enter time off timesheets in bulk.
Admins and managers can approve or deny team member time off requests.
Team members can request time off based on the amount of PTO they are predicted to have on the day requested.
How to configure time off preferences
Go to Company Settings > Time Options > Time Off.
Select Enable time off.
(Optional) Select Allow team members to submit their own time off.
Choose which days entry is allowed on.
Select Require approvals to enable requests.
(Optional) Select Allow managers to edit team members’ time off ledgers.
Time off notifications
To update notifications globally:
Go to Company Settings > Notifications > Time Off Requests.
To update notifications individually:
Go to My Team > select a user to access Team Member Details > Notifications.
Select Web, Mobile, or Email for the following options:
When a team member requests time off (admins)
When a team member requests time off (managers)
When time off is created, edited, or deleted by a manager or administrator (all)
Set up time off codes
Go to Feature Add-ons > Time Off Codes. The Time Off Preferences window displays.
Select Add New.
Enter the Time Off name and choose whether it is a Paid or Unpaid code.
To assign who can use the code, click Assign to Individuals or Groups. Make your selections and click Save.
Note: New team members are automatically assigned to a Time Off code and its associated accrual setup when the code is assigned to all team members.
How to configure and assign team member accruals
Note: Accrual settings set up in the Time Off Preferences window apply to all team members assigned to that Time Off code, except those with personalized accrual settings. If a personalized accrual was set up for a team member, it's noted within the Time Off Accrual Settings window at the top: x team members have personalized accrual settings and will not be affected by any changes made here. Click X team members to see the list of team members with personalized accruals.
Go to Feature Add-ons > Time Off Codes.
Next to the Time Off code you want to enable, select .
Check Track Accruals or, select Edit Settings.
From the Accrual Settings drop-down, select None, Manual, Yearly, Every Pay Period, or Based on Hours Worked.
Note: for the Accruals will take place X day(s) after the end of each pay period, 5 days is recommended. This buffer allows for timesheet adjustments and predictive accruals before the time off accruals are calculated based on those timesheets.
How to request time off
Team members follow these steps to submit time off:
Go to Time Off > Add Time Off.
Choose a code, date of entry, and number of hours on that day.
(optional) Add another day for the same code.
(optional) Add notes.
How to approve or deny time off
Admins and Managers follow these steps to approve or deny requests:
Go to Time Off.
Note: the number of pending requests appear in an icon next to the menu option.
For a pending request, do one of the following:
Select the request, add a note, and select Approve or Deny.
Hover over the request and select Approve or Deny.