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 Locations

For each location that you want to implement PTO tracking

Use the "+" sign to reveal location options

  1. Check Activate PTO Tracking. The ability to manually add and request use of PTO is now engaged.
  2. If you are using Teamwork to track accumulate hours, select  Use SpotOn Teamwork for Accumulation Calculation / Track Balances, and select PTO from the dropdown menu. 

Assign employees policies, hire date, and policy start date.

NOTE: Teamwork is provide initial import. Please provide an excel roster of employee balances.

Reports > Employee Accrual Policies Assignment

Assign Policy, Start Hours, and Policy Start Date.  (Hire date will populate from Payroll import if applicable)

Viewing Balances and Applying PTO

Reports > Balances for PTO / Other Earnings

Filter on intended payroll group, and press Show Report

Initiate activity from an employee's Primary or intended department for PTO use. 

Expand employee history with "+"

Observe accumulation and balances of PTO and Other Earnings

Use the USE or ADD buttons to produce PTO / Other Earnings for a given date

Enter Hours PTO, Applicable Date, and Role (for assigning the applicable wage used for PTO), and Submit

NOTE: The action will be blocked if insufficient PTO is available for use. 

PTO will flow into the payroll output.

Workflow with EMPLOYEE initiating PTO use

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, manager can view and approve PTO requests

NOTE: Select schedule and rates for proper payroll mapping