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 a PTO check instead.
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
How to do this more effectively
Team Engine makes it simple and efficient for employees to check their PTO balance through text, eliminating confusion and unnecessary back-and-forth with HR. By keeping all conversations recorded and allowing quick notes in employee profiles, Team Engine ensures clear documentation and easy follow-ups, reducing repetitive questions and miscommunication.
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.
Easy Follow-Ups: HR or managers can add a quick note to the employee’s profile in Team Engine to reference PTO discussions later.
How you can use Team Engine to do this
- Sync your employee directory with your HRIS or payroll platform, OR set up your employee directory.
- Organize your employees by group e.g. non-exempt employees.
- Create an announcement for non-exempt employees, letting them know they can text to check their PTO balance. (See sample text provided below.)
- Set up a start date PTO automation to notify future non-exempt hires that they can text with PTO questions.
- Ensure timely replies to any employees who inquire about available PTO.
- Add a quick note to the employee’s profile after responding to PTO inquiries, making it easier to track and reference past conversations.
Keep Exploring: Great Tools for Employee Texting
How you can use Team Engine to do this
- Sync your employee directory with your HRIS or payroll platform, OR set up your employee directory.
- Organize your employees by group e.g. non-exempt employees.
- Create an announcement for non-exempt employees, letting them know they can text to check their PTO balance. (See sample text provided below.)
- Set up a start date PTO automation to notify future non-exempt hires that they can text with PTO questions.
- Ensure timely replies to any employees who inquire about available PTO.
- Add a quick note to the employee’s profile after responding to PTO inquiries, making it easier to track and reference past conversations.
Keep Exploring: Great Tools for Employee Texting
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