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PTO

PTO records employee time off. Entries appear in a table and on a shared calendar.

Logging PTO

Go to PTO and click Log PTO.

Fill in:

  • Employee - who is taking time off
  • Category - vacation, sick, or personal
  • Start date - the first day off
  • End date - the last day off
  • Notes (optional) - any free-text note

Members can log PTO only for their linked employee. Admins can choose any employee.

Validation

The end date must be on or after the start date. An employee cannot have overlapping PTO entries.

Filtering and Calendar

The PTO page can be filtered by:

  • Employee - defaults to all employees
  • Start date and End date - show entries that overlap the selected range

The calendar shows PTO entries for the selected month, making it easier to see team availability.

Editing and Deleting

Admins can edit or delete any PTO entry. Members can edit or delete only their own PTO entries.