Why isn't PTO syncing into 7shifts Payroll?

If you're an employer using 7shifts Payroll and PTO (Paid Time Off) balances are not appearing when running payroll, follow these steps to resolve the issue. 

Troubleshooting PTO Balances in 7shifts Payroll: 

1. Verify PTO Policies and Assignments
   • Ensure that PTO policies have been created and assigned to the appropriate employees.
     • Learn how to create and manage Time Off Policies here.
2. Check PTO Requests
   • Confirm that all PTO requests for the relevant pay period have been submitted & approved.
     • Learn how to approve time off requests here.
     • Learn how to submit time off on behalf of employees here. 
3. Confirm Timing of PTO Policy Creation
   • Was the PTO policy created & assigned after the payroll draft was started?
     • If yes, click 'Sync timesheets & tips' in the "Run Payroll" workflow to update the draft.
       
4. Verify the PTO Dates Fall Within the Pay Period
   Even if a PTO request was submitted or approved during the pay period, the PTO will only sync if the actual time-off dates fall within the pay period you're running payroll for. If the dates do not exist inside that pay period window, the hours won’t appear in the payroll draft.