Getting Started: Leaves & PTO Management
Get started with managing PTO and time off with BizMerlinHR Create Leave Types (PTO Policies): Whether you offer a general leave... read more
ALL > All About Leave | PTO Management
All About Leave | PTO Management
Reference Checks
The following steps explain how valuable insight about potential hires is collected through the Reference Check mechanism: The... read more
Recalling and Deleting a Leave Request
Leave requests can be either deleted or recalled based on the status Users will be able to delete their leave requests in two... read more
Leave/PTO Permissions
BizMerlinHR allows you to customize who can manage leaves and PTO There are two Leaves/PTO management levels: PTO Policy... read more
How to assign PTO policy to specific users
BizMerlinHR allows you to assign specific Leave Types to specific employees To assign a leave type to specific employees: Go to the... read more
Leave Policy Details – Configuration Options
To set up leave types, there are many options available Here are some important ones: Leave Type Name: Public name to identify the... read more
How to set up Leave Types (PTO Policies)
To set up a new leave type (PTO Policy), follow these steps: Go to the top right Setup menu or the gear icon Scroll down to the... read more
Setup an Initial PTO Balance
For the system to start calculating PTO balances accurately for every specific user, an initial balance for all individual users needs to... read more
Setting up PTO approval flows
Setting up PTO approval flows for a PTO policy is a two-step process that includes: Creation of PTO approval flow Assigning... read more
PTO Request & Approval Notifications
BizMerlinHR will send up the following notifications regarding Leave/PTO requests & approvals: Default PTO Notification... read more