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
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
- 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
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
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