PTO Names

Employers can track and manage employees’ paid leave. Admins can set accrual rules, approve requests, and view balances so time-off is accurately reflected in reports and payroll.

PTO stands for Paid Time Off.

This tab is where an Admin can go to create a new PTO Name. To assign rules to the code, they need to then go to PTO Accruals. Time off can be paid, partially paid, or not paid.

To Create a PTO Names:

1. Add PTO Name – Opens the form to create a new PTO type with a name, code, and payment status.
2. Show Archived PTO Names – Displays previously archived PTO names for review or reactivation.
3. Show Archived PTO Names (Bottom) – Another quick link at the bottom of the list to view archived PTO names.
4. Edit / Archive – Lets you edit an existing PTO name or archive it to remove it from active use.
5. Add (Button) – Confirms and saves the new PTO name you entered in the form