Managing employee time-off requests efficiently is crucial for maintaining a harmonious and productive work environment. There are instances when employees might need to request or adjust their Paid Time Off (PTO) for a pay period that has already ended. This article guides supervisors and administrators on how to backdate PTO requests or make adjustments in such scenarios.

Steps/Procedures:

1. Accessing the Employee List:

   • On the left-hand side of your dashboard, select “Employee List.”
     
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2. Navigating to the Employee’s Time Off Tab:

   • Find and select the employee whose PTO needs adjusting.
   • Navigate to the “Time Off” tab in their profile.
     
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3. Adjusting PTO:
   

   • Under the Time Off tab, click on “Plans.”
   • Choose the relevant plan for adjustment.
   • Click on “Adjust” and then select an adjustment type, the date for the adjustment, and the amount.
   • Important Note: If an employee took 8 hours off, enter '8' for the adjustment. Do not put '-8'.
     
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2. Adding a Backdated PTO Request:

   • Within the Time Off tab, go to the “Requests” section.
   • Click on “New Request.”
   • A pop-up window or icon will appear. Select the “+” icon to add the necessary information.
   • Fill in the details of the PTO request, including dates and any relevant notes.
   • Submit the request after reviewing the details.
     
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Troubleshooting:

• Incorrect PTO Adjustments: If you mistakenly enter the wrong amount or date, repeat the adjustment process with the correct information. Ensure you double-check the entries before final submission.
• Issues with Submission: Should you encounter any difficulties submitting the request, ensure your internet connection is stable and try refreshing the page. If the problem persists, contact our technical support team for assistance.

Related Resources/Links:

• For a detailed guide on managing employee profiles, visit Managing Employee Profiles.
• Understand more about PTO policies at PTO Policies Overview.