As a PTO admin, you can easily submit time off requests on behalf of your employees. Please follow these steps to make sure the process is smooth and efficient.
Steps to Submit a Time Off Request:
Navigate to the Time Off Page:
Go to the Payroll & Benefits section in your Housecall Pro account.
Click on Time Off.
Submit the Time Off Request:
Click the Submit Time Off button.
Fill out the form with the necessary details:
Employee Name: Select the employee for whom you are submitting the request.
Policy Type: Choose the type of time off policy (e.g., sick leave, vacation).
Days Off:
Full Days: Default to 8 hours.
Custom Days: Specify custom hours and dates.
Once the form is complete, click Submit Time Off. The requested time off will automatically be deducted from the employee’s available balance.
Managing Submitted Requests:
Edit the Request: You can edit the time off request before the first day of the requested time off.
Delete the Request: After the first day of the request has passed, you cannot edit it. Instead, you must delete the request and submit a new one if changes are needed.
By following these steps, you can ensure that your employees’ time off is accurately tracked and managed. If you need further assistance, please contact Housecall Pro support.