How to Add Paid Time Off (PTO) in Time Off Event

Follow these steps to record PTO for a cleaner or technician.

Step 1: Go to Time Off Events

• From the main menu, navigate to Time Off Events.

• Click New Time Off Event.

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Step 2: Select Employee and Date

• Choose the Cleaner/Technician receiving PTO.

• Select the Date of the paid time off.

  • Example: If the technician called in sick today, select today’s date.

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Step 3: Choose PTO Type and Details

• Under Type, select PTO.

• In the Description/Note, enter the reason (e.g., “Called in sick, using PTO”).

• Under Adjustment Type, choose PTO — this ensures it shows correctly in payroll reports.

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Step 4: Enter Pay and Hours

• Enter the Payout Amount (e.g., $100 per day).

• Add any Hours associated with the PTO (e.g., 8 hours).

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Step 5: Save the Time Off Event

• Click Save.

• The PTO will now appear under the employee’s time off list.

• Open the record to review details such as date, amount, and reason.

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Notes

• The PTO entry will automatically reflect in payroll reporting.

• Adjust the amount or hours as needed if your company uses a variable pay rate.

• Always double-check that the PTO type and adjustment are set correctly to ensure accurate payroll tracking.