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Getting Started: Leaves and PTO Management

Get started with managing PTO and time off with ClayHR.

  1. Create Leave Types (PTO Policies): Whether you offer a general leave policy or you have a comprehensive set of leave types targeting different profiles in your company, this is the place to start. Define allowance, accrual rules, and other conditions. Go here for reference on Meaning of Leave Type Details
  2. Assign Leave Types to Users: so you can have differentiated leave types depending on the user's roles, responsibilities, and other conditions.
  3. Specify an Initial Balance for the Users: So your users are all set up and start accruing and enjoying leaves.
  4. Setup Leaves/PTO Management Permissions: Understand the different permissions involved in creating and assigning Leave Types, and approving leaves
  5. Setup Leaves/PTO Requests and Approval Notifications: so the right people are always on top of the team's leaves
  6. Understand leave balance calculations
  7. Know how to create a holiday calendar: Learn how to add locations specific holiday calendar in ClayHR

Other FAQs regarding Leaves/PTO:

  1. How to manage non paid leaves
  2. Need some inspiration? See a set of Leave Type Samples

Hope this helps. :)

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