Create or Edit a PTO Policy

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 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.

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

Understanding the Accrual Engine

Built for Teams has a powerful accrual engine, but how does it work?

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

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 this week

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

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

Customizing PTO Calendar Settings

Learn how to adjust display colors or labels using the calendar settings.

Written by Brett
Updated over a week ago

Understanding a Policy's Account Balance (Video)

Learn how to 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

Requesting Time Off (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 (Video)

Learn how managers and administrators view and respond to time off requests

Written by Rin
Updated over a week ago

Modifying 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 PTO 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 PTO 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 this week

Buttons are Being Auto-Clicked in Emailed PTO Requests

Written by Brett
Updated over a week ago

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 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 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

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