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Creating or Editing a PTO Policy (video included)
Creating or Editing a PTO Policy (video included)

Request, track, and manage PTO.

Brett avatar
Written by Brett
Updated over a week ago

For customers of our PTO module.


Built provides a modern, intuitive way to track time worked and time off. To track time off, you'll first need to create time off policies that reflect your organization's rules.

Built can handle a wide range of types or categories of time off. We've compiled a list of some common types of time off, but rest assured that we can probably handle anything you need.

Most types of time off you'd need to track will fall into one of the following categories, so we've written articles explaining how to set up each type:

  1. Lump Sum: Time off is earned all at once on a specified date each year.

  2. Scheduled Accruals: Time off is earned in regular, scheduled increments throughout the year (e.g., bimonthly).

  3. Accrue by Hours Worked: Time off is earned based on actual hours worked by each employee.

  4. Unlimited: No specific amount of time off is earned, but the system still handles requests and approvals for recording purposes. 

The following video will walk you through instructions for adjusting policy settings, creating a new time off policy, or editing an existing policy. We hope this video will assist you in configuring as many policies as your organization needs. 

Please contact our customer success team for additional assistance.

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