Paying out accrued PTO in 7shifts Payroll

Before an employee receives payment for accrued Paid Time Off (PTO) without taking time away from work, a manager or admin must submit and approve a time-off request. This process ensures that 7shifts Payroll accurately tracks balances and includes the payout in the employee's next pay stub.

Things to know

• Approved time-off requests mark an employee as unavailable on the schedule for the specified period, even if the employee works during that time.
• If a 7shifts Payroll policy uses hourly accruals, the payout only includes hours accrued up to the end of the current pay period.
• Managers must adjust the hours in the request to match the eligible accrued balance to prevent submission errors.

Pay out accrued PTO

1. Navigate to Schedule and select Time Off.
2. Create a Paid Time Off request on behalf of the employee.
3. Set the request date within the last few days of the pay period to capture the total accrued PTO for that period.
4. Review the employee’s accrued PTO balance displayed within the request window.
5. Enter the desired payout hours in the Amount field.
6. Set the Status to Approved and save the request.

Sync payout to payroll

1. Open the Payroll tab and select the current payroll run.
2. Review the employee's earnings to confirm the PTO payout hours are present.
3. Select Resync Timesheets if a payroll draft was already started to pull in the newly approved PTO request.

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