If you’re an employee that uses Paylocity HR & Payroll, you should know that you can use the app to request PTOs (Paid Time Offs) instead of directly going to your manager. However, if you’re new to the software, you might not know where to start. 

To help with that, we’ve made a short guide that tells you how to request time off in Paylocity. Scroll down below to learn more. 

Requesting Time Off

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  • Login to Paylocity’s mobile app
  • Tap ‘Time Off’ from the main menu
  • Navigate to your Time Off Balances and tap on a button labelled ‘Request’
  • Now select the appropriate request type from the dropdown menu
  • You’ll now be promoted with a calendar page. Pick the start and end dates for the request
  • After that, add the number of hours off per day that you’re requesting
  • If your request includes weekend days, enable ‘Include Weekends’
  • Finally, you can add a comment that states the reason for the time off. Note that this is completely optional and not mandatory
  • Once you’re done with everything, tap ‘Submit’

If you’ve followed all these steps, you ought to see your time off request in the Status tab, meaning that your request has successfully gone through. 

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Frequently Asked Questions (FAQs)

PTO stands for Paid Time Off. As the name suggests, it’s any leave that an employee takes that is paid for by a company. This means that even if an employee takes an extended period of time away from work, they will still be financially compensated by their company.

Currently, there are no laws that make it necessary for employees to give a reason to their company. Since these are personal leaves, an employee is not obligated to disclose any personal details to their boss.

Take The Next Step

Now that you’ve learned how to request PTOs in Paylocity, you’re one step closer to learning everything about the app. For more Paylocity how-to guides, check out our resource center.