PTO Process

How to request and approve PTO

• • Employee submits a request to their manager for time off by filling out the form.

  • The manager receives an email about the request automatically.

  • The manager approves or rejects in the Form Responses vacation log column Approved?.

  • The employee receives an email with the response automatically.

  • If the manager approves it, then the employee adds it to their calendar and then reminds everyone a day or two before the vacation.

  • Days are tracked in this sheet.

  • For hourly employees, the manager enters the hours as PTO into our timecards system like any other shift, but under the role "PTO".

    • If the person taking the PTO doesn't have a PTO role in Square, then add it if you can or ask Ops team to add that.

Policy and Processes

• • Form

  • Sheet

  • Full Time Employee PTO Policy (Paid Time Off Holiday Vacation) - Threes

How to add a new hire to the PTO system

• Add their email and name to the sheet Lookups and Inputs under Employees, and also under Managers if they'll be approving the requests of other people

• Add their email to the sheet Vacation Tracker, and copy down all the other formulas

  • Sort that alphabetically after you add them

• Add their PTO days for the rest of the year in the sheet Manual Changes

• Add them to the form in alphabetical order

Here's the video with the steps.

Keywords: vacation holidays PTO timesheet time sheet time card