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Configuring the Order of PTO Accounts/Policies
Configuring the Order of PTO Accounts/Policies

Control the order in which your time off policies are displayed.

Rin avatar
Written by Rin
Updated over a week ago

For customers of our PTO module.


Built allows you to customize the order in which your time off policies are displayed. This order will then be followed on each person's Paid Time Off tab and Timesheets tab, letting you place the most used policies first. 

To reorder your policies:

Note: Only Company Admins and HR Admins can manage and configure PTO policies. To learn more, refer to: Understanding User Roles & Permissions.

  1. Click your company name at the top of the main navigation, then click Company Settings.

  2. Click the Paid Time Off tab.

  3. Your cursor will change when you hover your mouse over any row in your list of policies. Click, drag, and drop each policy into the preferred order.

Please contact our customer success team for additional assistance.

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