Viewing Employee PTO Balances - Admin
View an employee's PTO details, including requests, balances, and approvers via the employee's "PTO" tab of their profile.
Balances
The “Balances” section provides a real-time view of an employee's current PTO balances across all policy types.
Manual Adjustments: Need to modify a balance? PTO balances can be manually adjusted directly from this section. Check out the video at the end of this article for step-by-step instructions!
Future PTO Estimator: This helpful tool calculates estimated PTO balances for any future date, assuming no additional time off is taken from the date of calculation
Requests
The “Requests” section organizes all PTO requests into three clear categories for easy management:
Pending Requests
Displays currently open PTO requests awaiting approval or denial
Administrators can manage these requests directly in the Employee Profile:
Hover over the action wheel at the end of any request
Select “Approve” or “Deny” to process the request
Approved Requests
Displays approved PTO requests scheduled for future dates
Administrators can “Rescind” approved future PTO from this area:
Hover over the action wheel at the end of any request
Select “Rescind” to cancel approved future time off as needed
Used Requests
Displays approved PTO requests that have already occurred
Administrators can “Rescind” PTO from this area:
Hover over the action wheel at the end of any request
Select “Rescind” to reverse previously approved time off when necessary
Accrual History
The “Accrual History” section provides a complete chronological record of all PTO accruals, including both automated policy accruals and manual administrator adjustments.
PTO Type- The type of time off (PTO, Vacation, Sick, Personal, Floating Holiday)
Date- When the accrual occurred
Amount- Hours added to or deducted from the balance
New Balance- Updated balance after the accrual
Old Balance- Previous balance before the accrual
Approver- Administrator who processed the adjustment, or "System Generated" for automated policy accrual
Approvers
The "Approvers" section manages who has permission to review and approve PTO requests for this employee.
To add a PTO Approver, enter the approver's name in the "Add a New PTO Approver" field, select it when it appears, then select "Add.”
Once assigned, the approver will be able to review and process PTO requests for all employees under their management
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