Articles
PTO Overview
Creating PTO Policies Gearwheel Menu > Accrual Policies PTO / Sick Create policies and fill in policy data. Activate Select Locations / Departments for PTO or Other Earnings Use Gearwheel Menu > General Settings > Scroll to Location...
PTO Creating Policies
Creating PTO Policies Gearwheel Menu > PTO Accrual Policies Create policies and fill in policy data. Activate Select Locations / Departments for PTO or Other Earnings Use Gearwheel Menu > General Settings > Scroll to Locations For ea...
PTO Assigning Policies to Employees
Reports > Employee Accrual Policies Assignment Filter on intended payroll group, and press Show Report Assign Policy, Start Hours, and Policy Start Date. (Hire date will populate from Payroll import if applicable) NOTE: Teamwork is...
PTO Viewing Balances and Applying PTO
Workflow with EMPLOYEE initiating PTO Request From their Dashboard, employee can view balance and make request. NOTE: Employee request will be blocked if it exceeds available balance. Manager Approval of employee request From Dashboard...
PTO Employee View and Requests
Once they are logged into their Teamwork account, from the Dashboard on PTO Hours I've Requested Statuses section, employees can view balance and make request. NOTE: Employee request will be blocked if it exceeds available balance. Manag...