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 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 move 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 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

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

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

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