How to Submit & Approve a PTO Request

This article outlines the steps on how to submit a PTO request on behalf of someone else or yourself, as well as how to approve a time off request for a member of your team.

If you are an Agent or Administrator, you can submit a PTO request on behalf of another Team Member:

1. Click on the Time Clock & PTO tab
2. Select the Team Member from the drop-down menu and click on New Request
3. Select how they wish to use the PTO (days or hours) and then from the drop-down, select the PT) category they wish to use.
4. Once a PTO category is selected, you will have the option to select the PTO as paid by checking that box.
   
   If the option to select Paid is grayed out, please click HERE.
   
   
5. Enter a note in the Reason field and click Save to submit the request.

If you are a Team Member submitting a PTO request for yourself, follow these steps:

1. Click on the Time Clock & PTO tab.
2. Click on the green button that says New Request.
3. Select how you wish to take the PTO (days or hours)
4. Select the PTO category you wish to use from the drop-down menu.
5. Once a PTO category is selected, you will have the option to select the PTO as paid by checking that box.
6. Enter a note in the Reason field and click Save to submit the request.
7. Your PTO request has been submitted and is now awaiting approval by your Agent.

How to Approve a Time Off Request

If you are an Agent or Administrator, you can approve PTO request by following these steps:

• Click on the Time Clock & PTO tab.
• Under PTO requests, you will see the PTO request that your team member submitted. Look for the three orange symbols to the right of the request.
  • • Select the ? to view the note attached to the request.
    • Select the ✓ to approve the request. 
    • Select the X to reject/deny the request.

When a Team Member submits a PTO request, your notification (bell) icon will turn red. Click the notification icon to view the alert.

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!