Learn how to use the Schedule Planner tool in UltiPro to change settings for your team members approved PTO submissions.
How to Approve a PTO Request
Step 1. Navigate to https://encore.ultipro.com
Step 2. Click "Team plan"
Step 3. Click "Schedule planner"
Step 4. Search for your employee by using your desired hyperfind and selecting the correct time period in the top right of the screen.
Step 5. You can also select "View by Employee in the Top Left and use the magnifying glass to type in an employee name to find a specific employee.
Step 6. Right click on the green bar at the top of the box on the specific day. It will be labeled PTO, Unpaid Time off, ETC.
Step 7. In the menu select edit to edit the time off request or Delete to remove the time off request. *If deleting a PTO request, please choose the "trashcan" icon/ delete icon to delete the PTO
Step 8. If you need to change the time off request type from one to another (for example: Flipping time off from PTO to unpaid) use the Paycode menu and select the appropriate type.
Step 9. If you need to edit the hours change the "Amount Hours"
Step 10. Once all changes are made, click "Apply"
Step 11. After making all these changes you must click "Save" in the top right for it to take effect.
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