As you set up your new Built for Teams account, one of the things you'll need to do is give each employee the proper starting balance. The starting balance is the amount of time off they should have available in their account as they first login to the system.
To set balances for all employees, follow these steps:
- Go to Settings > Paid Time Off.
- Next to a policy, click the arrow and choose the 'Set Balances' link.
- For each person, input the number of hours (not days) that the person should start with.
- Save your changes.
Repeat these steps for each policy.
Note that you can also use this tool to make balance adjustments later on. For example, if you wanted to add additional PTO to several employees' accounts at once, you can simply modify their current balance to the desired number and a corresponding balance adjustment entry will be recorded to bring their balance to the new amount.