Pay out an employee's PTO (paid time off) from the Payroll tab – for example, when an associate is about to lose unused PTO or has been terminated and needs their balance paid out. To start, navigate to Payroll.
1. Find the employee by scrolling the list or using the Search field.
2. Click on the ellipsis on the right, then a drop down menu will show the PTO Payout option.
3. Enter an explanation, select the PTO Type, and enter the number of hours to pay out.
4. Click Add PTO. You will be prompted to confirm, because PTO Payouts are not included in future PTO threshold calculations.
5. Once confirmed, the payout is added. To review it, click the employee's row in the Payroll tab.
6. To edit or remove a payout, open the employee's detail, click the ellipsis again, and either make changes or use the trashcan icon to delete it.
IF PRO TIP: If you need to pay out PTO and then export payroll, select the checkbox to the left of the employee's name, then click Export Payroll.
