How to select Paid Time Off (PTO) for Timesheet Codes

How to select Paid Time Off for a new Timesheet Code

To select Paid Time Off for a new Timesheet Code, complete the following:

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Operations > Timesheet Codes.

3. Click Add.
   

4. From the Type dropdown, select Paid Time Off.
   

5. For the Hourly Rate, either check Pay technician’s hourly rate or Custom hourly rate.

   1. If you select Custom hourly rate, enter the dollar amount for the hourly rate.

6. Click Save.

How to select Paid Time Off for an existing Timesheet Code

You can also edit an existing Timesheet Code Type, and select Paid Time Off. To select Paid Time Off on an existing timesheet code, complete the following:

1. Navigate to Settings > Timesheet Codes.

2. Click Edit for the timesheet code you wish to apply paid time off to.

3. From the Type dropdown, select Paid Time Off.

4. For the Hourly Rate, either check Pay technician’s hourly rate or Custom hourly rate.

   1. If you select Custom hourly rate, enter the dollar amount for the hourly rate.

5. Click Save.

Technician Timesheet Summary Report and Paid Time Off

Paid Time Off (PTO) is reflected in the Technician Timesheet Summary Report. A Paid Time Off column will be added to this report, and it will display any PTO hours for the individual technicians in the period.

In the Technician Timesheet Summary Report, PTO will be displayed under the Paid Time Off column.