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 “Time off” listed under “You” in the left-hand navigation menu. This is where you can submit and track your requests with ease. You’ll be able to see your company’s holiday schedule, as well as any upcoming time off and your time off activity.
You’ll also see any policies you’re assigned to and your remaining PTO balance on each policy. ”Available to use“ shows how much time you can still request based on your current balance and any pending or approved requests. ”Current balance” shows how much time you’ve earned so far, based only on past approved requests, and excludes any pending or future time off.
Screenshot of ”Your time off“ page with upcoming company holidays and assigned PTO policies.
Once you click the ‘Request time off’ button in the upper righthand corner of the page, 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.
Screenshot of a PTO request.
Once you submit your request, you’ll be taken back to your Time off page. Your submitted request will appear in the 'Upcoming time off' section with a pending status next to it. This 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.
If your request includes today, you’ll see it in Upcoming time off until the day after it ends. After that, it moves to your history.
Screenshot of pending PTO request on Your time off page.
If you need to cancel pending requests for any reason, you can do so by clicking into them and selecting ‘cancel request.’
Screenshot of an employee 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.
Screenshot of the 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.
Screenshot showing the days selected and hours entered for a PTO request.
You can then add an optional note, and submit.
Screenshot of 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.
Screenshot of 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
Whether you can request time off with a negative balance depends on your PTO policy. If your policy allows it, any negative balance will roll over or reset at the start of the next policy cycle.
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.