Manage PTO policies and track time off.
Creating or Editing a PTO Policy (video included)Request, track, and manage PTO.
Creating a Lump Sum PolicyCreate a policy where people earn their annual PTO amount all at once (lump sum).
Creating a Scheduled Accrual PolicyCreate a time off policy where people receive regularly-scheduled accruals.
Creating an Unlimited PTO PolicyCreate a policy that provides request, approval, and tracking capabilities but doesn't define a specific annual amount.
Create a Policy for Accruing by Hours WorkedIf people earn time off according to hours worked, learn how Built makes this process a breeze.
Importing Hours WorkedGenerate an accrual by importing a file containing people'e work hours.
Assigning PTO PoliciesApply time off policies to individuals in Built.
Configuring a Person's PTO AccountModify a balance, edit an accrual rate or remove a policy.
Change a Person's PTO PolicySwitch/transfer a person from one policy to another.
Configuring the Order of PTO Accounts/PoliciesControl the order in which your time off policies are displayed.
Supported Types of Time Off
Carryover SettingsConfigure carryover for a specific policy.
Carryover Settings (video)Configure carryover settings for a specific policy.
Understanding the Accrual EngineBuilt has a powerful accrual engine, but how does it work?
PTO Tracking in Hours vs. DaysLearn how Built takes accuracy to the next level with PTO tracking
Understanding PTO Approval WorkflowsLearn about the different ways you can route PTO requests for approval.
Auto-Approving Time Off RequestsSkip the approval step when time off requests are submitted.
Tracking Unpaid Time OffLearn about options for tracking unpaid time off.
Tracking Family Medical LeaveAdd or edit a family leave or FMLA policy.
Managing 'On Leave' IndividualsLearn to change a person's employee status to 'On Leave' and what happens when you do so.
PTO for Part-Time vs Full-Time PeopleCreate and assign a specific policy for part-time individuals.