When using ClockShark PTO for managing your paid time off, administrators have the ability to create custom PTO and Sick leave plans, assign individual employees to plans, and approve or decline requests received from employees. Employees can check how much time they have accrued on their plan, and can request time off or take sick leave.
1.) Company Setting: Head into your “Company Settings” in the Admin tab, make sure you have selected a “Pay Period” and selected the option “use time off.”
2.) Build a time off plan: Open the tab called “Admin.” Then click “Time Off.”
3.) Click Policies: Click the second tab called “Policies.”
4.) Add Policy: Click the Green button called "Add policy."
5.) Add Policy Details: Fill in with information based on your companies preferences. Name your plan, then under “Policy Type”, you have the option to create two types of policies PTO or Sick Leave. Choosing either one will still have the same process as outlined below. Under “Earned” you can choose how you want your employees to earn their time off. When choosing “In one block” this means you will be adding all the time in one big chunk at the specified date. Once you are done filling out the information click “Additional Settings.”
6.) Additional Settings: Fill in the information based on your company preferences. Then click “Save and go to Employee Selection.”
7.) Add Your Employees: Selecting “All Unassigned Employees” will add all unassigned employees to this policy, or you may select employees individually. Keep in mind that you can add employees to a policy, as long as they are not currently assigned to another policy of the same type. Each employee can only belong to one PTO policy and one Sick Leave policy at the same time.
8.) Add Employee Details: Add your employees “Hire Date” and set the employees current time off “Balance” if applicable. When you are done click “Save and Return to Policy Details.”
9.) Saved Policies: To find your saved policies navigate to the “Admin” menu, click “Time Off”, and click the “Policy” tab.
ClockShark PTO Preview