How to Manually Pay Out PTO/PSTO in an Off-Cycle Payroll (without including worked hours)

Issue

You need to pay out an employee's accrued Paid Time Off (PTO) and/or Paid Sick Time Off (PSTO) through an off-cycle payroll, but the field is greyed out for manual entry. This happens when the employee is tied to a time off policy.

What To Do

To process the payout, you will need to temporarily remove the time off policy from the employee's profile.

1. In the 7shifts web app, go to the employee's profile and select Time Off.
2. Make a note of the employee's current time off bank. You will need this information later.
3. Temporarily remove the time off policy from the employee's profile.
4. Run an off-cycle payroll with manual entry.
5. In the Review Time Off screen, manually add the PSTO hours for the payout.
6. Submit the payroll.
7. Re-add the time off policy to the employee's profile.
8. Update the employee's time off bank, if necessary, to reflect the recent payout.