Paid Time Off (PTO) in 7shifts

Companies can enable tracking of Paid Time Off (PTO) hours and Sick Paid Time Off (SPTO) hours for their Employees. Once enabled, these hours will appear in the Employee's Time Off requests, within the Time Off report, and in select Payroll exports.

⚠️ This feature may require an upgrade from your existing plan.
⚠️ These settings can only be managed by Admins.

⚠️
Once Paid Time Off (PTO) Policies are enabled and assigned to Employees a time off request must be initiated, which will automatically update the PTO balances for 7shifts Payroll.
⚠️ PTO and SPTO are only supported for select payroll exports and integrations at this time.

If you do not have an integrated payroll provider, you can download the Time Off report and manually add the information into your payroll system

⚠️Unpaid Time Off. At this time, users who are paid a salary and request unpaid time off will not be reflected in labor reporting. To account for this in the meantime, you may wish to do the following during their requested unpaid time off: (1) deactivate them, or (2) remove their wage from their user profile.  After their time off is complete, you may return their profile settings to their original state.

Running Payroll? Please remove them before running payroll.


Enabling Paid Time Off (PTO) and Sick Paid Time Off (SPTO)

  1. As an Admin, go to Settings > Company Settings > Time Off.

  2. Check the desired boxes:

  3. Be sure to hit Save to complete these changes.

    Now, when the Employees in your account request Time Off, they will have the option to select PTO / SPTO. 

Pro Tips 

  • If employees need to request both paid and unpaid time off for the same period, they must submit two separate requests.
  • Paid Time Off (PTO) and unpaid Time Off requests are subject to the notice requirements set by the Admin under Company Settings > Time Off. However, Sick Paid Time Off (SPTO) does not follow these parameters and has no minimum notice requirement.
  • Blocked Days do not apply to Sick Paid Time Off (SPTO) requests.
  • The Time Off Report will indicate the type of time off used.
  • The Time Off Report does not account for Paid Time Off.
  • If PTO or SPTO settings are disabled while there are pending requests, those requests can still be approved but cannot be edited unless converted to unpaid Time Off.

Viewing PTO/SPTO

Use the tabs to change your viewing preferences through the mobile or web app:

Mobile 📱 Web 🖥️
  1. Log in to the mobile app.
  2.  
  3. While reviewing Time Off requests from employees on the mobile app, you can see if these requests are for PTO or SPTO.

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  4. You can see more details by tapping on the Employee's request:

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  5. As an Admin or Manager, you can also create a PTO or SPTO entry on their behalf by creating a new Time Off request and selecting the appropriate options.



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