How to select Paid Time Off (PTO) for Timesheet CodesLast updated on 03/22/2022
How to select Paid Time Off for a new Timesheet Code
To select Paid Time Off for a new Timesheet Code, complete the following:
Navigate to Settings > Timesheet Codes.
Click Add.
From the Type dropdown, select Paid Time Off.
For the Hourly Rate, either check Pay technician’s hourly rate or Custom hourly rate.
If you select Custom hourly rate, enter the dollar amount for the hourly rate.
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:
Navigate to Settings > Timesheet Codes.
Click Edit for the timesheet code you wish to apply paid time off to.
From the Type dropdown, select Paid Time Off.
For the Hourly Rate, either check Pay technician’s hourly rate or Custom hourly rate.
If you select Custom hourly rate, enter the dollar amount for the hourly rate.
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.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.