Category: All About Leave | PTO Management

BizMerlinHR allows you to import PTO balances through an Excel file (download a sample file here) Following are the steps to import PTO... read more

Setting up PTO approval flows for a PTO policy is a two-step process that includes: Creation of PTO approval flow Assigning... read more

Get started with managing PTO and time off with BizMerlinHR Create Leave Types (PTO Policies): Whether you offer a general leave... read more

To setup a new leave type (PTO Policy), follow these steps: Go to the top right "Set Up" menu Scroll down to the "Calendar &... read more

To setup leave types, there are many options available  Here are some important ones: Leave Type Name: Public name to identify the... read more

BizMerlinHR allows you to assign specific Leave Types to specific employees To assign a leave type to specific employees: Go to the... read more

BizMerlinHR allows you to customize who can manage leaves and PTOThere  are two Leaves/PTO management levels: PTO Policy... read more

If you need to track non paid leaves, there are 2 different ways in which you can track these: Create a Non PTO Leave type: If non... read more

BizMerlinHR allows you to choose your method to calculate your Leaves/PTO Balance: Automatic or Manual  Manual: The system will not... read more