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.

Using 7shifts Payroll as your provider? 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.

Things To Know

• Paid Time Off and Sick Paid Time Off tracking may require a plan upgrade from your existing subscription tier.
• Paid Time Off and Sick Paid Time Off tracking is supported only for select payroll integrations, including 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, and Paychex Payroll Export.
• Accounts using non-integrated payroll systems must download the Time Off Report and manually enter the paid time off information into their third-party payroll system.
• Using 7shifts Payroll as your provider requires a time off request to be initiated after policies are assigned to automatically update employee balances.

Salary Employee Labor Tracking

Salary employees who request unpaid time off are not reflected in labor reporting due to current system constraints.

To account for salary employees on unpaid time off in labor reporting, administrators can temporarily deactivate the user profile or remove the wage from the user profile during the time off period, then restore the settings afterward.

Administrators must remove these salary profiles completely before executing an active payroll run.

Notice Thresholds and Waiting Periods

• Admins, managers, and assistant managers with  permissions ("Can edit and delete approved time off requests" or "Can approve/decline employee time off requests") can bypass the time off notice threshold if no time off policies are configured in the account.
• Administrators and managers cannot bypass the notice threshold if time off policies with an active waiting period are established.
• 7shifts uses the most recent hire date in the employee employment history profile to apply a policy waiting period, choosing the latest date across multiple entities or multi-EIN configurations regardless of the location setting.

Enabling Paid Time Off and Sick Paid Time Off

Administrators can configure company-wide time off tracking preferences directly from the web application settings.

1. Log in to the web application as an Admin.
2. Open Settings, select Company Settings, and click Time Off.

3. Check the desired boxes to activate Paid Time Off or Sick Paid Time Off.

   

4. Click Save to complete the configuration changes.

Once saved, employees requesting Time Off have the option to select Paid Time Off or Sick Paid Time Off. 

• If employees need to request both paid and unpaid time off for the identical period, the employees must submit two separate requests. 
• Paid Time Off and unpaid time off requests comply with the notice requirements set by the administrator 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 requests.
• If Paid Time Off or Sick Paid Time Off settings are disabled while requests are pending, administrators can still approve the pending requests, but users cannot edit the requests unless the requests are converted to unpaid time off.

Viewing Paid Time Off and Sick Paid Time Off

Administrators and managers can track active or historical time off selections across mobile and web interfaces.

Next Steps

Assign your enabled Paid Time Off policies to your employees or view the Time Off Report to verify active balances.