Check Available PTO for Employees

Frontline employees often find it difficult or confusing to check their available PTO balance through existing methods. As a result, they may prefer asking their manager or HR for this information.

How you might currently be doing this

  • Asking supervisors or HR directly
  • Checking PTO balances through payroll systems
  • Calling or emailing the HR department
  • Logging into employee portals
  • Verbal requests during team meetings
  • Using manual tracking spreadsheets
  • Filling out PTO request forms

Why Use Team Engine Instead

Speed: Employees will appreciate quick replies back through text.

Convenience: Texting is a lot easier than filling out forms, sending emails, or connecting in person or on the phone. 

Record-Keeping: All communications are automatically recorded, ensuring a clear record for future reference.

How you can use Team Engine to do this

  1. Sync your employee directory with your HRIS or payroll platform, OR set up your employee directory
  2. Organize your employees by group e.g. non-exempt employees
  3. Create an announcement for non-exempt employees,letting them know they can text to check their PTO balance. (See sample text provided below.)
  4. Set up a start date automation to notify future non-exempt hires that they can text with PTO questions.
  5. Ensure timely replies to any employees who inquire about available PTO

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How you can use Team Engine to do this

  1. Sync your employee directory with your HRIS or payroll platform, OR set up your employee directory
  2. Organize your employees by group e.g. non-exempt employees
  3. Create an announcement for non-exempt employees,letting them know they can text to check their PTO balance. (See sample text provided below.)
  4. Set up a start date automation to notify future non-exempt hires that they can text with PTO questions.
  5. Ensure timely replies to any employees who inquire about available PTO

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