PTO Tab - Employee Profile
View an employee's PTO details including requests, balances, and approvers via the employee's PTO Tab of their employee profile. To access an employee's profile, select the "Employees" tab in the top navigation menu, then locate and select the employee's name.
“Requests” shows an employee’s current PTO requests and remaining balances. The “Requests” area is where you’ll approve/deny PTO requests, as well as make manual adjustments to an employee's PTO.
To Approve/Deny a PTO Request:
- Hover over the action wheel for the request.
- Select "Approve" or "Deny."
The “Approved” tab shows an employee's approved and accrued PTO.
The "Approvers" tab shows who is listed as the current PTO approver for the employee. Approvers can be added/adjusted via the "Approvers" tab.
To Add a PTO Approver:
- Navigate to the “Approvers” tab.
- Enter the approver's name in the "Add a New PTO Approver" field, select it when it appears, then select "Add."
- The employee assigned as an approver will now be able to review and approve PTO for the employees to whom they are assigned.
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