How to Set Up PTO Categories & Update PTO Balances

There are two ways your team members can earn or receive Paid Time Off (PTO). You can provide your team member an allowance of PTO hours or days to use throughout the year, either upon hire or after a certain length of employment. They can also earn (accrue) PTO each pay period based on the hours they work. The benefit of PTO varies between agencies, so the great thing about FrontRunner is that you can easily customize how you set up PTO in your account.

How to Set Up PTO Categories:

1. Go to Agency Set Up
2. Click on Step 2: Management Options
3. In the section titled Team Members, click on Manage PTO Categories
4. In the PTO Categories box, name the PTO type (for example, Vacation, Sick, Personal, etc.) and click on the orange Save PTO Category button. 
5. Continue adding PTO categories until all of your PTO types have been created, then click Close.

How to Assign PTO to a Team Member

Once you have your PTO categories created, you will be able to assign and edit the PTO time for team members. There are two ways to access and update this info:

To Update PTO for Individual TM:

1. Go to Agency Set Up
2. Click on Step 2: Management Options
3. In the section titled Team Members, select the Team Member by clicking the orange edit icon next to their name.
4. Their information will now be visible on the left side.
5. Scroll down until you see the PTO Category section.
6. Enter the number of days or hours of PTO your Team Member has earned.
   Please note: 8 hours = 1 day, so if a TM has 40 hours of PTO, you would enter this as 5 days;
   35 hours would be entered as 4 days 3 hours, etc. 
7. Click Update User to save the changes.

To Update PTO for Multiple TMs:

1. Click on the Time Clock & PTO tab at the top of the page
2. In the Available PTO widget, click the orange icon that says Manage
   
   
3. A box will appear that says Manage User PTO Category
   1. Enter the available PTO allowance in the appropriate category for each TM and click Save. 
   2. Please note: 8 hours = 1 day, so if a TM has 40 hours of PTO, you would enter this as 5 days; 35 hours would be entered as 4 days 3 hours, etc. 

For steps on how to accrue PTO, click HERE.

For steps on how to submit a PTO request, click HERE.

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!