Step-by-step instructions for enabling the PTO feature in your VeriClock account. This article guides administrators through the process of setting up PTO tracking, including notifications, calendar colors, and manager permissions. It’s essential to ensure everything is configured properly before employees can begin requesting time off.
With the PTO feature, you can keep track of when employees take time off, accurately record accrued time earned, track balances of used time vs earned time, and create clock events from approved time off requests to pay employees for paid time off.
PTO can be enabled by an Administrator from the Tabs: Settings → Time → PTO → Settings → check Enable PTO feature and click Save.
The following options are available
- Chose PTO Color for Calendar - the selected color will be used to display requested time off on the schedule.
- Send Notifications to - PTO notifications can be disabled, sent to managers, admin, or both managers & admin.
- Notifications can be sent by email or push notifications - from a web browser notifications can be viewed from the envelope icon, or from the notifications tab in the app.
For managers to approve PTO requests, permission will need to be set in the tabs Settings>Extras>Permissions>check Managers can approve time off requests. If manager permission is not enabled, only Admin in your account will be able to approve PTO Requests, create clock events from approved PTO requests and adjust PTO balances.
See How to Create a Time Off Type to finish setting up and assigning PTO to employees
See other time off guides:
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