This article explains how and where to view and manage staff/provider PTOs. 


How to View and manage Staff PTOs?

  • Today's PTOs: This section of the screen shows the list of staff/providers who are on leave for the day.
  • PTOs: This section provides all the staff/provider PTOs. 
  1. Use the following filters to view the PTOs list:
    1. Choose the Payroll Period: Choose the payroll period for PTO data table generation.
    2. Staff: Select the Staff(s) from the list.
    3. Status: Select the Status.
    4. Click the Go button to generate the data table.
  2. Use the Download icon to download the PTO list in CSV or EXCEL format.
  3. In the PTO data table -
    • Admins and supervisors can either approve or leave the PTO request pending in the Status column (on the right).