How to Enable the PTO Module in Employee Navigator

Jackie Villaret
Jackie Villaret
  • Updated

PTO

The PTO module, if available, provides a tool to track an employee’s time balances and requests.  Manage

Dashboard

The DASHBOARD provides a summary of the company’s current year summary of PTO as well as pending requests and upcoming time off.  

Balances Report 

The BALANCES REPORT provides a list of employee’s accrued hours, taken hours, and balance. This report can be exported into excel.

Payroll Report 

The PAYROLL REPORT provides a list of current time off activity between requested dates. This report can be exported into excel.  

Import and Adjustments Report 

The IMPORT AND ADJUSTMENT REPORT provides a list of employees who have been imported into the system.  

Import Hours 

The IMPORT HOURS function allows user to import PTO hour adjustments and hours taken. This functionality is useful when initially implementing the PTO module for a group or to process bulk adjustments to employee hours instead of making manual adjustments to each employee individually.  

NOTE: The provided templates must be used for the import.

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