Managing Your PTO

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This article is about Justworks PEO, Payroll and Employer of Record. What product am I using?

You can easily manage your PTO in Justworks from either your desktop or the mobile app.

Managing PTO from your Desktop

Once your company has set up PTO policies and assigned them to you, on your desktop, you’ll see the Time Off tab in the left-hand navigation menu, where you can submit and track your requests with ease. 

From the time off section, you’ll be able to see your company’s holiday schedule, as well as any upcoming time off.

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An employee's time off homepage on their desktop

You’ll also be able to check out your PTO history, if you need to do so.

This is also where you’ll request time off from. Towards the right of the page, you’ll see any policies you’re assigned to, and your remaining PTO balance. You can also view the details of each policy at a glance here.

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An employee's time off balances

Once you click the blue ‘Request time off’ button, you’ll need to select the policy you are taking time from, and the start and end dates of your PTO. You can request time off on days set as work days by your admin, and we’ll let you know if a company holiday takes place during your request. You also have the option to request time off in minutes, hours, and days, meaning you can request partial days, in case you need to take a half-day here or there.

You can leave a note to your admin here too.

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An employee's requesting time off on their desktop

Once you submit your request, you’ll be taken to a page that tells you your request has been submitted successfully, and your admin will receive an email about your request. They’ll also see a notification once they log into their Justworks account, in case they miss the email.

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Confirmation screen that an employee's time off request has been submitted

You will see your pending PTO request at the top of the Time Off homepage alongside any approved upcoming time off. 

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Time off homepage with pending PTO requests

If you need to cancel pending requests for any reason, you can do so by clicking into them and selecting ‘cancel request.’

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Canceling a pending PTO request

You’ll also receive an email whenever your admin responds to your request, and you’ll be able to see that from this Time Off section as well.

Managing PTO from your Mobile app

Effortlessly manage your PTO through the Justworks mobile app. Through the Time Off tab, you can request time off and view your balance and previous requests. You’ll also be able to see your company’s holiday schedule and any upcoming time off.

When you are looking to request time off, select the time off tab at the bottom of the screen and select the "Request time off" button.

Time off homepage on the Justworks mobile app

You can then choose the policy you wish to request time off from and select the day(s) for your requested time off. Looking to take a half day? Easily enter the number of hours that you would like to take off each day.

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The days selected and hours entered for a PTO request

You can then add an optional note, and submit.

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Adding a note to a PTO request

Once you submit your request, you’ll see the green banner on the top of the screen, and your manager will receive an email about your request. They’ll also see a notification once they log into their Justworks account.

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Confirmation that the PTO request has been submitted

If you need to delete requests for any reason, you can do so by tapping into them and selecting “Delete request.”

Negative Balances

You can still take time when you have a negative balance. Depending on your employer's PTO policy, the negative balance can rollover or reset completely on a new calendar year or work anniversary. 
 

Disclaimer

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.