Paid Time Off (PTO) in 7shifts

Updated August 14, 2024 14:59

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.

SKIP AHEAD TO:

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

Viewing PTO and SPTO requests in the web app

Mobile View of PTO & SPTO

⚠️ 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.

⚠️Unpaid Time Off. At this time, users who are paid a salary and request unpaid time off will not be reflected in labour reporting. To account for this in the meantime, you may wish to 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 and click on 'Save.'

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

Skip ahead here to see the mobile view of PTO.

TIPS:

If Employees need to request a span of time off that includes paid and unpaid, they will need to submit two separate requests.
Paid Time Off and unpaid Time Off requests are subject to the notice parameters (found under Company Settings > Time Off) set by the account Admin. Sick Paid Time Off does not follow these parameters and does not have a minimum notice threshold.
Blocked Days will not be applied to Sick Paid Time Off requests.
The Time Off Report will reflect which type of Time Off was used.
The Labor Budget Tool does not factor in Paid Time Off.
If the Paid Time Off (PTO) and Sick Paid Time Off (SPTO) settings are turned off while there are pending PTO / SPTO requests, those requests can still be approved, but cannot be edited unless changing to unpaid Time Off.

Viewing PTO and SPTO requests on the web app

1. When reviewing Time Off requests, you will see a summary of used Time Off Hours for each type of Time Off within the current calendar year.

2. Approved Paid Time Off and Sick Paid Time Off hours will appear within the Time Off Report and for select Payroll Partners.

⚠️ PTO and SPTO are only supported for select payroll exports and integrations at this time.

Click here to view a list of supported payroll exports and integrations:

7shifts Payroll

ADP Run (US) Integration

ADP Workforce Now (US) Payroll Export

ADP Workforce Now (US) Payroll Integration

QuickBooks Online Payroll Integration

Gusto Payroll Integration

UKG Pro Payroll Export

Paychex Payroll Export

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

Mobile View of PTO & SPTO

1. While reviewing Time Off requests from employees on the mobile app, you can see if these requests are for PTO or SPTO.

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

3. 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.