Setup Guide: Migrating your Team's PTO into ZoomShift

If you plan to set up Paid Time Off (PTO) tracking for your organization, you may want to migrate your employees’ existing PTO balances into ZoomShift. We recommend doing this as soon as possible after enabling the Time Off Request Categories feature to prevent incoming PTO requests from being blocked before balances are transferred. This guide will walk you through both PTO methods at ZoomShift and how to use them.

For employees with an Annual PTO Allowance

If your employees have a bank of PTO hours to use for the entire year, this is referred to as an Annual PTO Allowance in the ZoomShift platform. You can enter those Allowances in two ways.

You can enter the PTO balance at the individual team member level:

1. Head to the Team tab
2. Click on the team member
3. Click PTO Allowance
4. Set the PTO Method to be Annual Allowance
5. Enable the Multiple PTO Limits setting,
6. Set how many hours you want to allow per category
7. Click Save

You can apply the same PTO allowances to multiple employees at once:

1. Go to Settings
2. Click Positions
3. Set the Allowance for the position
4. Click Save

For employees who accrue PTO over time

Accruals can be set up at either the individual employee level or applied at the position level. If employees have already been accruing time prior to now, you may want to use a temporary accelerated PTO accrual rate to allow them to “catch up” to their current PTO balance within a single worked shift.

Set the accrual PTO method for an Individual team member:

1. Head to the Team tab
2. Click on the team member
3. Set the PTO Method to be Accrual Rate
4. Set the PTO Accrued
5. Click Save

You can apply the same PTO accrued to multiple employees at once at the position level:

1. Go to Settings
2. Click Positions
3. Set the PTO Method to be Accrual Rate
4. Enter a PTO Accrued
5. Click Save

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