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Someone is Missing From the PTO Policy

 -- For Administrators and Employees

Anyone who is set to No PTO during the initial setup of PTO or in the onboarding process will not appear on any PTO policy.

To verify whether someone has been set to NO PTO:

Click on the Balances tab in the Time Off app. If they were set to No PTO you will see No Policy Assigned next to their name. 

To assign them to a PTO policy: 

  1. Click on the Time Off app.
  2. Select the Balances tab.
  3. Click on the policy name.
  4. Select their name.
  5. Click on the pencil icon in the top right corner to edit.
  6. Select the policy.
  7. Click Save.

Sometimes, people are not assigned PTO policies during the hiring process.

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