PTO Tracking
Manage and track employee paid time off balances and usage
Access Required: hasManagementAccess OR canEditCreateUsers OR canAccessPTOTracker permission
Balance Management
Track vacation and sick time balances
Import & Export
Bulk import and export capabilities
Department Filtering
Filter employees by department
Purpose and Overview
The PTO Tracking system provides comprehensive management and tracking of employee paid time off balances and usage. This system enables HR and managers to monitor vacation and sick time, manage balances, and ensure compliance with company PTO policies.
Key Features
PTO Balance Management
Comprehensive tracking of vacation and sick time balances
- • Track vacation hours and balances
- • Monitor sick time available
- • Calculate used and remaining hours
- • Historical balance tracking
Department Filtering
Filter and view employees by specific departments
- • Department-specific PTO views
- • Team-based balance analysis
- • Manager-specific employee filtering
- • Cross-department comparisons
PTO Import Functionality
Import balances from external systems and spreadsheets
- • CSV and Excel file support
- • Bulk balance updates
- • Data validation and error handling
- • Preview before importing
Export Capabilities
Download PTO data for reporting and analysis
- • Export to CSV and Excel formats
- • Custom date range exports
- • Department-specific exports
- • Compliance reporting formats
PTO Metrics
Total Employees
Number of employees with PTO
- • Active employees tracked
- • Department breakdown
- • Employee status overview
Average Sick Hours
Average sick time balance
- • Organization-wide average
- • Department comparisons
- • Trend analysis
Average Vacation Hours
Average vacation balance
- • Organization-wide average
- • Department comparisons
- • Utilization rates
Balance Tracking
Vacation Hours
- • Track vacation time balances
- • Monitor accrual rates
- • Calculate available time
- • Year-end rollover tracking
Sick Hours
- • Monitor sick time available
- • Track usage patterns
- • Calculate remaining balances
- • Compliance with sick leave policies
Used Hours
- • Track time off usage
- • Historical usage patterns
- • Month-to-month comparisons
- • Department usage analysis
Remaining Hours
- • Calculate available balances
- • Future time off planning
- • Accrual projections
- • Balance threshold alerts
PTO Operations
View Balances
- • See all employee PTO balances in one view
- • Sort by employee name, department, or balance
- • Quick access to individual employee details
- • Real-time balance calculations
Update Balances
- • Manually adjust PTO amounts when needed
- • Add accrued time based on company policy
- • Correct balance discrepancies
- • Apply year-end adjustments
Filter by Department
- • View PTO data for specific departments
- • Compare department usage patterns
- • Manager-specific team views
- • Cross-department analysis
Import Process
File Upload
Support for CSV and Excel files with employee PTO data
Data Validation
Verify import data accuracy and identify any errors
Preview Mode
Review data before importing to ensure accuracy
Error Handling
Identify and resolve import issues before processing
Batch Processing
Handle large data sets efficiently
Best Practices
Accuracy and Compliance
- • Regularly verify PTO balances for accuracy
- • Follow company PTO accrual policies
- • Document all balance adjustments
- • Maintain compliance with labor laws
Data Management
- • Keep employee PTO information current
- • Validate imported data before processing
- • Regular backups of PTO data
- • Monitor for data inconsistencies
Reporting and Analysis
- • Generate regular PTO usage reports
- • Analyze department usage patterns
- • Monitor accrual and usage trends
- • Provide insights for workforce planning