Quick setup guide for Paid Time Off (PTO)

On December 20, 2017, we released an upgrade to Time Off tracking on GoCo! You can read more about all the changes here, but one of the biggest improvements is that you can now track accruals.

Below is a quick setup guide to setup the new Time Off feature (including PTO accruals) for your company.

  1. Login into GoCo as an admin
  2. From the Company page, click on the Manage button on the Time Off card.
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3. Click on Settings from the top navigation menu:

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4. You'll land on the Overview page. Click on Paid Time Off from the right navigation bar:

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5. Enable / disable each time off type and then click Edit to setup the accrual rules. You can learn more about each individual accrual setting here.

In case you're wondering, you can read more about why the defaults are all set to unlimited here.

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6. If you want to track custom out of office events (like Work From Home or Jury Duty), you'll do that from the Other Time Off section:

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7. Finally, you might also need to import your team's current accrued time off balances.  To do that: (1) click on Balances from the top navigation, (2) click an employee, (3) click on Edit Balances & Accruals.

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Note that all changes take effect immediately!

If you have any questions, please reach out to help@goco.io