PTO

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49 articles in this collection
Written by Rin, Brett, and Erika
Policies

Create or Edit a PTO Policy

Learn how to request, track and manage PTO
Brett avatar
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).
Rin avatar
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.
Rin avatar
Written by Rin
Updated this week

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.
Rin avatar
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.
Rin avatar
Written by Rin
Updated over a week ago

Importing Hours Worked

Generate an accrual by importing a file containing employee work hours.
Rin avatar
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.
Brett avatar
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.
Brett avatar
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.
Brett avatar
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.
Rin avatar
Written by Rin
Updated over a week ago

Supported Types of Time Off

Brett avatar
Written by Brett
Updated over a week ago

Understanding the Accrual Engine

Built for Teams has a powerful accrual engine, but how does it work?
Brett avatar
Written by Brett
Updated this week

PTO Tracking in Hours vs. Days

Learn how Built for Teams takes accuracy to the next level with PTO tracking
Brett avatar
Written by Brett
Updated over a week ago

Understanding PTO Approval Workflows

Learn about the different ways you can route PTO requests for approval.
Brett avatar
Written by Brett
Updated this week

Tracking Unpaid Time Off

Brett avatar
Written by Brett
Updated over a week ago

Tracking FMLA Time Off

Brett avatar
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.
Brett avatar
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.
Brett avatar
Written by Brett
Updated over a week ago