PTO policies and balances

The PTO feature lets admins define time-off policies (Vacation, Sick, Personal, etc.) and track accrued balances per worker. PTO must be enabled in Workforce Settings before it appears.

Enabling PTO:
1. Workforce → Settings → toggle on "Enable PTO"
2. Save

Creating a PTO policy:
1. Workforce → Settings → PTO Policies → + Add Policy
2. Name the policy (e.g. "Vacation", "Sick Leave")
3. Choose an accrual type:
• Annual — workers earn X hours per year
• Per pay period — workers earn X hours each pay period
• Manual — balances are set directly by an admin
4. Set the accrual rate (hours)
5. Optionally set a maximum balance cap and year-end carry-over limit
6. Save

Viewing balances:
• Open any worker's profile in the People tab to see their PTO balance per policy
• Workforce → Time → PTO sub-tab shows all workers' balances at a glance

Setting a manual balance:
• Admins can directly set a worker's balance for any policy at any time
• Useful for workers transferring accrued PTO from another system