Employee PTO Setup

Payroll > Setup > Employee PTO Setup

OPTIONAL: To change allowed hours for an individual employee to use as time off, the Time Off Category must have the Hours Restriction setting enabled.

In addition to listing all employees and their hiring date, time off balances are viewed and controlled from this screen. Any time off categories with hour restrictions will display as a column of editable fields. The default time off quantity may be increased or decreased on an employeeUser accounts for drivers, dispatchers, and other staff to perform varying functions in TrackIt.-by-employee basis. This column allows you to accommodate carrying over remaining PTOHours provided by the employer that employees may use for sick, vacation, and personal days. from a previous year or deducting hours due to employee performance.

Employee PTO Setup screen

We recommend that you review this page at the start of every calendar year to make updates and ensure employees have the correct amount of time off allocated for their use.
  1. Navigate to Payroll > Setup > Employee PTO Setup.
  2. FilterA search tool that restricts data queried based on factors like equipment type, employee groups, and date ranges. the employees by selecting items from the Plant, Employee Types, Employee Groups, and Year drop-down menus.
  3. Click the Apply Filter button to narrow the list of employees.
  4. Enter in the desired number of days off for each employee in the PTO Allowed in 2021 column.
  5. Click Save to keep your changes.