Adding & Managing PTO Time Events for Payout in VeriClock

This guide covers the process of creating PTO time events in VeriClock, especially when paying out PTO. Learn how to add time events directly from approved time off requests or manually, and ensure PTO payouts are accurately tracked and reported in your system.

Pay Employee for PTO or Banked Time

To pay an employee for PTO or banked time used, a clock event needs to be created. This way the employee's paycheck will reflect when PTO or banked time was used and paid.

Create a Clock Event from a PTO Request

Step 1) Create a corresponding job and/or service item to use when paying out for PTO taken. Set the employee assignment to 'Assign Employees From List' and check 'Allow Assigned Managers To Use This Job When Creating Shifts For Any Employee'. This will block employees from accessing the job and allow admin to use the job for creating PTO time events. See Adding and Editing Jobs and/or Service Items for more information.

Step 2) Set the PTO type to force using your PTO job and/or service item. This will link any job and /or service item with the time off type. 

*To create a clock event directly from a PTO request, 'Show Option to Create Clock Shifts from Approved PTO' must be enabled in your PTO time type. This setting will open up the additional settings needed to link a job and/or service item with the time off type. See How to Create a Time Off Type.

Step 3) Approve the time off request for paid time off. Navigate to the tabs Time>PTO>Approve Requests. Search for the time off request that needs approval and click the green Approve button.

One click of the button 'Approve And Create Clock Event(s)' will both approve the employee's time off request and create a time event for payroll. 

If there is not a preset default job and/or service item, you will need to select one from the dropdown list. It is important to select the correct job and/or service item, as this links the time event to what the employee is being paid out for.

Events created from a PTO request can be viewed alongside other clock events from the Time>Activity page or in Reports: View Clock In & Clock Out Activity.

For information on PTO features: see here

For more information on how to filter your report to total PTO being paid out: see here

For assistance on requesting time off from the app, see: View & Request Time Off From the App - For Employees