Easily manage and track time off.
Policies
Manage PTO policies and track time off.
Creating or Editing a PTO Policy (video included)Request, track, and manage PTO.
Creating a Lump Sum PolicyCreate a policy where people earn their annual PTO amount all at once (lump sum).
Creating a Scheduled Accrual PolicyCreate a time off policy where people receive regularly-scheduled accruals.
Creating an Unlimited PTO PolicyCreate a policy that provides request, approval, and tracking capabilities but doesn't define a specific annual amount.
Create a Policy for Accruing by Hours WorkedIf people earn time off according to hours worked, learn how Built makes this process a breeze.
Importing Hours WorkedGenerate an accrual by importing a file containing people'e work hours.
Assigning PTO PoliciesApply time off policies to individuals in Built.
Configuring a Person's PTO AccountModify a balance, edit an accrual rate or remove a policy.
Change a Person's PTO PolicySwitch/transfer a person from one policy to another.
Configuring the Order of PTO Accounts/PoliciesControl the order in which your time off policies are displayed.
Supported Types of Time Off
Carryover SettingsConfigure carryover for a specific policy.
Carryover Settings (video)Configure carryover settings for a specific policy.
Understanding the Accrual EngineBuilt has a powerful accrual engine, but how does it work?
PTO Tracking in Hours vs. DaysLearn how Built takes accuracy to the next level with PTO tracking
Understanding PTO Approval WorkflowsLearn about the different ways you can route PTO requests for approval.
Auto-Approving Time Off RequestsSkip the approval step when time off requests are submitted.
Tracking Unpaid Time OffLearn about options for tracking unpaid time off.
Tracking Family Medical LeaveAdd or edit a family leave or FMLA policy.
Managing 'On Leave' IndividualsLearn to change a person's employee status to 'On Leave' and what happens when you do so.
PTO for Part-Time vs Full-Time PeopleCreate and assign a specific policy for part-time individuals.
PTO Settings
Configure request and accrual settings, PTO notifications, calendar settings, and more.
Setting the Minimum Time Off Request IncrementChoose a policy’s time off request interval.
First Accruals for New HiresDetermine what happens when a new person is hired between scheduled accruals.
Hiding a PTO PolicyHide a policy from one or more individuals.
Receive Copies of All PTO Notification EmailsAutomatically carbon copy one or more people on all time off notifications.
Configuring PTO Calendar SettingsLearn how to adjust display colors or labels using the calendar settings.
Account Balances
Manage and track employee account balances.
Understanding Account Balances (video)Understand calculations for a policy's balance.
Understanding PTO Transaction DatesLearn how PTO requests are processed.
Understanding Current Balance vs Remaining This Year
Setting PTO Amounts per PersonGive individuals different accrual rates/amounts on the same policy.
Initializing or Updating PTO BalancesSet balances for each individual assigned a specific policy.
Modifying a Person's Account BalanceAdjust an individual's account balance for a PTO policy.
Update Account Balances via File ImportModify account balances for many people at once by importing a CSV file.
Negative Balances at Year EndWhat happens to accounts with negative balances at the end of the year?
PTO Requests
Manage requests, send approver reminders, and more.
Submitting a Time Off Request (video)Learn about time off requests and employee notifications.
Approving Time Off Requests (video)Learn how managers and administrators view and respond to time off requests.
Modifying, Canceling or Deleting PTO RequestsLearn how to change or cancel PTO requests, or delete transactions.
Deleting a Request After it is ProcessedA PTO request becomes a transaction once it is processed. Learn how to delete this transaction.
Approving Time Off RequestsLearn the ways a manager or administrator can view and approve time off requests.
Submitting a Time Off RequestSubmit a time off request and utilize options on the request form.
Sending Reminders to PTO ApproversEnsure approvers are aware of PTO requests awaiting their approval.
Understanding When PTO Requests are ProcessedLearn when a time off request results in a transaction.
Understanding Re-Routed PTO RequestsLearn why a PTO request was automatically sent to someone other than the direct manager.
Preventing Buttons from Being Auto-Clicked in Emailed PTO RequestsAdjust settings to ensure PTO requests are reviewed by an approver.
Setting Schedules
Assign employee schedules and configure schedule settings.
Setting Work SchedulesSet work schedules and assign a schedule to the appropriate individuals.
Setting an Overnight (Graveyard) ScheduleAdd a graveyard schedule for people whose work schedule crosses from one day to the next.
Effects of Changing a ScheduleLearn how schedule changes impact PTO and timesheet calculations.
Holidays and Blackout Days
Set company days off and restrict requests for certain days.
Holidays and PTOSet company holidays to properly calculate time off requests.
Blackout DaysPrevent time off requests on a particular date.