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PTO
PTO
53 articles in this collection
Written by
Rin,
Brett,
and
Erika
Policies
Create or Edit a PTO Policy (video included)
Learn how to request, track and manage PTO
Written by
Brett
Updated over a week ago
Create a Lump Sum Policy
Learn how to create a policy where employees earn their annual PTO amount all at once (lump sum).
Written by
Rin
Updated over a week ago
Create a Scheduled Accrual Policy
Follow these instructions to create a time off policy where your employees receive regularly-scheduled accruals.
Written by
Rin
Updated over a week ago
Create an Unlimited PTO Policy
Learn how to create a policy that provides request, approval, and tracking capabilities but doesn't define a specific annual amount.
Written by
Rin
Updated over a week ago
Create a Policy for Accruing by Hours Worked
If your employees earn time off according to hours worked, learn how Built for Teams makes this process a breeze.
Written by
Rin
Updated over a week ago
Importing Hours Worked
Generate an accrual by importing a file containing employee work hours.
Written by
Rin
Updated over a week ago
Applying PTO Policies to Employees
Learn how to assign which time off policies are available to an employee.
Written by
Brett
Updated over a week ago
Configure a Person's PTO Account
Learn how to modify a balance, edit an accrual rate or remove a policy.
Written by
Brett
Updated over a week ago
Change a Person's PTO Policy
Learn how to switch/transfer a person from one policy to another.
Written by
Brett
Updated over a week ago
Customizing the Order of PTO Accounts/Policies
Control the order in which your time off policies are displayed.
Written by
Rin
Updated over a week ago
Supported Types of Time Off
Written by
Brett
Updated over a week ago
Carryover Settings
Learn how to customize carryover for a specific policy
Written by
Rin
Updated over a week ago
Carryover Settings (video)
This video will help you customize carryover settings for a specific policy
Written by
Rin
Updated over a week ago
Understanding the Accrual Engine
Built for Teams has a powerful accrual engine, but how does it work?
Written by
Brett
Updated over a week ago
PTO Tracking in Hours vs. Days
Learn how Built for Teams takes accuracy to the next level with PTO tracking
Written by
Brett
Updated over a week ago
Understanding PTO Approval Workflows
Learn about the different ways you can route PTO requests for approval.
Written by
Brett
Updated over a week ago
Auto-Approving Time Off Requests
Learn how to skip the approval step when time off requests are submitted.
Written by
Brett
Updated over a week ago
Tracking Unpaid Time Off
Written by
Brett
Updated over a week ago
Tracking FMLA Time Off
Written by
Brett
Updated over a week ago
Managing 'On Leave' Employees
Learn how to change employee status to 'On Leave' and what happens when you do so.
Written by
Brett
Updated over a week ago
PTO for Part-Time vs Full-Time Employees
Learn how to create and assign a specific policy for part-time employees.
Written by
Brett
Updated over a week ago
PTO Settings
Setting the Minimum Time Off Request Increment
Written by
Brett
Updated over a week ago
First Accruals for New Hires
Determine what happens when a new employee is hired between scheduled accruals.
Written by
Brett
Updated over a week ago
Hiding a PTO Policy
Written by
Brett
Updated over a week ago
Receive Copies of All PTO Notification Emails
Learn how to automatically carbon copy one or more people on all time off notifications.
Written by
Brett
Updated over a week ago
Customizing PTO Calendar Settings
Learn how to adjust display colors or labels using the calendar settings.
Written by
Brett
Updated over a week ago
Account Balances
Understanding Account Balances (video)
Understand calculations for a policy's balance
Written by
Rin
Updated over a week ago
Understanding PTO Transaction Dates
Written by
Brett
Updated over a week ago
Understanding Current Balance vs Remaining This Year
Written by
Brett
Updated over a week ago
Setting PTO Amounts per Employee
Learn how to give employees different accrual rates/amounts on the same policy.
Written by
Brett
Updated over a week ago
Initializing or Updating PTO Balances
Learn how to set balances for each employee that is assigned a specific policy.
Written by
Brett
Updated over a week ago
Modify an Employee's Account Balance
Learn how to adjust an individual's account balance.
Written by
Brett
Updated over a week ago
Update Account Balances via File Import
Learn how to use a CSV file to modify account balances for many employees at once.
Written by
Brett
Updated over a week ago
Negative Balances at Year End
What happens to accounts with negative balances at the end of the year?
Written by
Brett
Updated over a week ago
PTO Requests
Submitting a Time Off Request (video)
Learn how to request time off and how each employee will be notified whether a request has been approved
Written by
Rin
Updated over a week ago
Approving Time Off Requests (video)
Learn how managers and administrators view and respond to time off requests
Written by
Rin
Updated over a week ago
Modifying, Canceling or Deleting PTO Requests
Learn how to change or cancel PTO requests, or delete transactions.
Written by
Brett
Updated over a week ago
Deleting a Request After it is Processed
A PTO request becomes a transaction once it is processed. Learn how to delete this transaction.
Written by
Brett
Updated over a week ago
Approving Time Off Requests
Learn the ways a manager or administrator can view and approve time off requests.
Written by
Brett
Updated over a week ago
Submitting a Time Off Request
Learn how to submit a time off request and the options available on the request form.
Written by
Brett
Updated over a week ago
Sending Reminders to Approvers
Written by
Brett
Updated over a week ago
Understanding When PTO Requests are Processed
Written by
Brett
Updated over a week ago
Re-Routed PTO Requests
Understanding why a PTO request was automatically sent to someone other than the direct manager.
Written by
Erika
Updated over a week ago
Buttons are Being Auto-Clicked in Emailed PTO Requests
Written by
Brett
Updated over a week ago
Setting Schedules
Setting Work Schedules
Learn how to set work schedules and assign a schedule to the appropriate employee.
Written by
Brett
Updated over a week ago
Setting an Overnight (Graveyard) Schedule
Learn how to add a graveyard schedule for employees whose work schedule crosses from one day to the next.
Written by
Brett
Updated over a week ago
Effects of Changing a Schedule
Written by
Brett
Updated over a week ago
Holidays and Blackout Days
Holidays and PTO
Learn how to set company holidays to properly calculate time off requests.
Written by
Brett
Updated over a week ago
Blackout Days
Written by
Brett
Updated over a week ago
Carry Over Hours
Carry Over of Unused Time
Learn how to automate the carry over (rollover) of unused hours at the end of the year.
Written by
Brett
Updated over a week ago
Expiring Carry Over Hours
Written by
Brett
Updated over a week ago
Years of Service
Automatically Adjusting PTO Amounts for Years of Service
Learn how to set up a tiered PTO accrual schedule.
Written by
Brett
Updated over a week ago
Using Decimal Values in Years-of-Service Tiers
Written by
Brett
Updated over a week ago