Create a single or batch of Paid Time Off (PTO) Requests

Learn how to create a Paid Time Off (PTO) Request in Back Office Suite.

Overview

With PTO Requests, you can pay your employee for their time away without making any mistakes in your payroll.

Create a single or batch of PTO Requests

There are two ways to create a PTO Request where you can create a single one or a batch of them: through a scheduled shift or an employee’s schedule.

 Keep in mind

• Creating a Time Off Request during the same time as a Leave Request blocks schedulers from creating a PTO Request.
• PTO Requests don’t affect Leave Requests because it’s technically not a part of scheduling.

Create a single PTO Request

To create a single PTO Request, you can do it as you would when scheduling a shift:

1. Log into your TrackTik Portal.
2. Select Sites (Client).
3. Choose View for the site.
   

   To find a site, enter the name in the Type to filter box.

4. Select the Schedules tab.
5. Choose a scheduled shift.
6. Select the Time Approval tab.
7. Under Shift Classification, in the Shift Type drop-down menu, select This is a Paid Time off (Not an actual shift). Select Save.
   
8. Choose the Edit Schedule tab.
9. To assign the PTO, in Employee, select an employee from the Employee drop-down menu.
   
10. Select Save Shift.

The PTO is shown in the schedule for the site.

View PTO in an employee's schedule

You can also view the PTO in the employee’s schedule:

1. In the left-side menu, choose Employees.
2. Select View for the employee.
   

   To find an employee, enter their name in the Type to filter box.

3. Select Schedules.

The PTO is set for the scheduled employee; the scheduled shift is highlighted in orange and has a black PTO square in the corner.

The affected employee is notified in TrackTik SHIFT about the PTO change.

Create a batch of PTO Requests

To create a batch of PTO Requests, you can do it through an employee’s schedule:

1. Log into your TrackTik Portal.
2. Select Sites (Client).
3. Choose View for the site.
   

   To find a site, enter the name in the Type to filter box.

4. Select the Schedules tab.
5. Choose Prepare.
6. Select the shift or shifts you want to create PTO for.
7. Choose + Create PTO.
   
8. In the Create PTO modal, enter the position rate in the Rate box.
   
9. Select Save.

You can assign any available employee to the PTO by choosing them from the Assign Employee menu.

See also

• Scheduling