Track PTO balances and requests for a small team
Many small offices keep PTO balances in a spreadsheet and handle requests by email. It works until someone asks why their balance is wrong: a request was subtracted twice, an accrual was missed, or nobody remembers who approved what.
LeaveTools is preparing a small pilot for offices that want one consistent record of balances and requests for a team.
What the pilot is
The pilot is in preparation. It covers one team and one supported accrual policy. We help set up the policy and the starting balances, then review the balances with you through one full accrual cycle, so every number can be explained from its entries.
It is a pilot, not a finished product: the scope is deliberately small, and what we build next depends on what pilot teams need.
Who it is for
- Service offices in the United States with roughly 10 to 40 employees
- One location and regular working hours
- A person who manages PTO today, such as an office manager or owner
It does not cover complex shift scheduling, rules for several states, protected leave such as FMLA, or payroll.
What we ask from pilot teams
- Show us how you update balances and handle requests today.
- Use the pilot for one accrual cycle and tell us what worked and what did not.
We never need patient information, medical details, or the reasons for anyone's absence.
Your data
The pilot needs only a display name for each person, the PTO policy, and dated PTO entries. It does not need salaries, diagnoses, or identification numbers. We will agree in writing how long data is kept and how you can export or delete it before any real data is shared.
Pricing
Pilot terms are agreed individually.
Try the free tools first
Reviewed by José Luis Pérez on