Year-End Reminder: Please Review PTO Settings for Your Employees

As we approach the end of the year, it’s a great moment to review your employees’ Paid Time Off (PTO) settings to ensure everything is aligned and ready for January. A quick check now helps avoid policy mismatches and employee confusion.

This review also ensures that the RemoFirst platform accurately reflects your internal HR policies and employee handbook, maintaining consistency and compliance.

How to Review Time Off Balances in the RemoFirst Platform

You can review all Time Off information (including vacation and sick leave) directly from your RemoFirst dashboard. Here’s where to find everything you need:

1. Consolidated View for All Employees

To see your team’s overall balances:

Client App → Time Off tab → Balances

From this view, you can quickly review:

• Current balance

• Accrued amounts

• Used leave

• Remaining entitlement

This is the fastest way to spot inconsistencies or employees who may need to take pending leave before year-end.

2. Individual Employee Policies & Carryover Rules

To review or confirm the Time Off setup for a specific employee:

Client App → Employee Profile → TimeOff tab → Policy

This section includes:

• Leave entitlement

• Accrual method

• Carryover rules

• Full policy details

If you need step-by-step instructions, you can follow our detailed guide on managing Time Off policies.

Best Practices for Year-End

To ensure a smooth transition into the new year, we recommend:

• Reviewing PTO carryover settings

• Verifying individual employee time-off policies

• Ensuring balances align with your internal leave policy and local legal requirements

If you need help looking through your setup, your assigned CSM or our Support Team is always available to help you.