Add a Paid Time Off Request PTO for or by an Employee

Create a PTO Request for an Employee From a Browser

Log in as the administrator or manager →  click “PTO” → select “Current PTO & Requests” → Click “Add PTO” → Select the "Employee" → Select the “Type” → Select a “From” and “To” date → Click “Create Request & Time Cards”.

Create a PTO Request for an Employee From the Mobile App

Login as the administrator or manager → On the dashboard, scroll to paid time off → Tap "Paid Time off >" → Select “Employee" → Tap “+” or "Request" → Review the prefilled fields → choose a "From" and "Thru" date → Enter the number of "Hours/Day" → Tap "Request PTO".

How to Request PTO From a Browser as an Employee

Log in → Click on “PTO”  → Click "Request PTO." → Choose the "Type" → Enter "Start Date" → Enter "Thru Date" → Enter "Hours Per Day" → Enter an optional "Note" → Click "Submit for Approval."

How to Request PTO From the App as an Employee

Log in → On the dashboard, scroll to paid time off → Tap "Paid Time Off >". → Tap "+" or "Request" → Choose the "Type” → Enter "Start Date” → Enter "Thru Date” → Enter "Hour/Day" → Enter an optional "Note" → Click "Request PTO".

 

Need more help?
Submit a ticket

Frequent Questions

A
You will want to set up your employees PTO rules to display the time they have under PTO on their dashboard.
A
An employee must have their PTO settings enabled to request time off. You can repurpose PTO categories by relabeling them and approve a request as "unpaid."
A
No. employees would need to reach out to a manager or admin for adjustment to their PTO request after submission.
A
Yes, and employee will be notified either email or SMS text depending on how you set their profile.
A
Currently, we only notify that a request was submitted to the managers assigned to the employees.
A
Yes, if there are no managers on the account it will automatically send to the admin. If Managers are assigned to an employee, the admin will stop receiving notifications. If you still would like to receive these notifications add yourself as a manager as well.

What's Next

Approving Paid Time Off

Learn how to approve PTO requests.

Setup Paid Time Off

Add PTO rules for your employees.

PTO Calendar

Learn how to view all the employee PTO on the calendar.