Purpose

Allow managers to review, approve, and monitor PTO Vacation and Personal Days requests submitted by their team members according to company policies.

Before You Start

• You must have Manager permissions.
• Employees must be associated with a contract that contains a PTO policy.
• Requests must be submitted by employees before they appear for approval.
  
  

⚠️ PTO Vacation and Personal Days are separate request types and may follow different company rules depending on the employee’s contract and country policy.

Accessing Team Requests

Path:
General Requests > Managees Requests

In this area, managers can:

• Review submitted requests
• Approve requests
• Reject requests
• Monitor request status
• Review request details and dates

Reviewing and Approving Requests

Steps

1. Go to General Requests > Managees Requests.
2. Locate the employee request.
3. Open the request details.
4. Review:
   • Request type
   • Requested dates
   • Requested hours/days
   • Employee comments or justification
5. Approve or reject the request.
6. Add comments if required by your company workflow.

Understanding Request Types

PTO Vacation

• Uses the employee PTO balance.
• PTO may accumulate based on:
  • Hours worked
  • Fixed allocation policy
• Some contracts may have accrual limits.
  
  

Examples:

• Canada PTO accrual:
  Worked Hours × 0.065385
  
  
• US PTO Full Time:
  Worked Hours × 0.069231

Personal Days

• Uses a separate balance from PTO.
• Available only for specific country policies (such as Canada).
• Personal Days do not accumulate year over year.
• Balance resets annually on 01/01.

Important Rules

• Approved requests deduct available balance automatically.
• Rejected requests do not impact employee balances.
• Personal Days and PTO balances are independent.
• Employees can only request available request types associated with their contract.
• Depending on company workflow, HR approval may also be required after manager approval.

Monitoring Employee Balances

Path:
Reports > Requests > Employees PTO Balance

Managers can use this report to:

• Review employee PTO balances
• Monitor used and available hours
• Validate employee availability before approving requests

Common Issues

Issue: Request is not appearing for approval

Likely cause:
The employee has not submitted the request yet.

How to solve:
Ask the employee to verify the request status in My Requests.

Issue: Employee cannot create PTO request

Likely cause:
The employee contract may not be associated with a PTO policy or request type.

How to solve:
Contact HR or system administration to review the employee contract configuration.

Issue: Employee does not have enough PTO balance

Likely cause:
The requested amount exceeds the available accrued balance.

How to solve:
Review the employee balance report before approving the request.

Issue: Personal Days are not available

Likely cause:
Personal Days may only exist for specific country policies or contracts.

How to solve:
Confirm eligibility with HR.