Activating the PTO Module
The PTO (Time off Tracking) module is available to all Companies under Agencies who have licensed at the Elite or Platinum license levels. By default, the PTO module will be enabled and the PTO tab will display for all companies added to the system under the appropriately licensed Agency.
Disable / Enable the PTO module
To disable to the PTO module for an individual company go to:
Company SETTINGS > General Settings > Options affecting the employee functions > check off Disable PTO.
At any time, this check box can be unchecked to turn the PTO module back on for the company. Note: Only Agency and GA level user will have access to this option. The Disable PTO option will not display for HR users.
Show / Hide Time off tab
By default, the Time Off tab will display for employees when the PTO module is enabled for a company. However, there may still be instances when the user does not want employees to have access to the PTO module. For example, during the implementation process the HR user may want to hide the Time off module from employee view until the setup and any manual adjustments have been completed.
To turn off the PTO tab from the employee view, go to:
Company SETTINGS > General Settings > Options affecting employee display > uncheck show Time Off tab .
Once the PTO module setup has been completed, check the show Time Off tab option to allow employee's access to the PTO module.
Turn off PTO email notifications
When the PTO module is enabled for a company and the Time Off tab is enabled for employees, employees will receive email notifications when any of the events below are processed in the system:
- Leave Request created on the employee's behalf
- Leave Request Cancelled on the employee's behalf
- Leave Request approved by Manager/HR
- Leave Request Denied by Manager/HR
To turn off PTO email notifications, the Time off tab must be set not to show for employees. Use the directions above to turn off the PTO tab for employees. When the Time Off tab is showing to employees, the email notifications cannot be turned off.
Q: Who receives an email notification when an employee submits a time off request?
A: The employee's assigned manager will receive the Leave Request notification email. If the employee is not assigned to a manager, the notification email will be sent to all HR Users.
Q: My employee is assigned to a manager, but the HR Users are still receiving the Leave Request notifications, why?
A: Either A) The manager does not have an email address in the system or B) The manager has not yet registered their Employee Navigator account. Or maybe both!