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Add employees to PTO policies

If you need to add employees to a PTO policy that's already been set up, follow these steps:

  1. Go to the Time off section.
  2. From the "Policies" tab at the top, and scroll to applicable policy. 
  3. Click the 3-dot menu icon.
  4. Click Edit.
  5. Save the existing policy details to get to the final page.
  6. Click Add or remove employees at the bottom of the page.
  7. Add the new employee.
  8. Click Save & continue.

Note: you'll need to set up a PTO policy first. Learn basic information about PTO policies here, where you'll also find a step-by-step guide to setting one up. 

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