This article explains the steps to manually set up a shift for any type of Paid Time Off (PTO) request.
Things to consider:
- Confirm that the time-off options have been correctly set up in the "Company" tab.
- Check existing punch-in and punch-out times to avoid any overlapping shifts.
Steps to Create a PTO Shift:
Step 1. Navigate to the timesheet section on the project, locate the company associated with the worker, and then click on the icon (+)
Step 2. Select the option "Add PTO"
Step 3. Complete all required fields below and click on "Create" to proceed.
- Worker's name: Type the worker's name in the search field to display options
- Start Time: Indicates the time when the worker will be off from work
- Hours Per Day: Indicates the paid or unpaid hours that will be applied daily.
- Date: Select the specific date or range of dates that apply.
- Reason: Use the toggle to identify whether the leave is paid or unpaid, and then click on the field to view available options and select the appropriate reason.
Step 4. Go back to the timesheet section to review and approve the PTO shift.
Video.