---
title: "Set up Paid Time Off (PTO)"
slug: "set-up-paid-time-off"
updated: 2026-07-28T14:51:37Z
published: 2026-07-28T14:51:37Z
canonical: "help.cenpoint.com/set-up-paid-time-off"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Paid Time Off (PTO)

Set up Paid Time Off by going to More->Company Branch Settings->Modify

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782499582814.png)

Once in Branch Settings go to the User Pay tab and scroll down to PTO Defaults ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782499635737.png)

Select if PTO is Fixed or Accrued

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782499853218.png)

Select the PTO Hours for the year and type in the number of hours

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782499893929.png)

Select how you want the PTO to reset each year

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782499931243.png)

Select the limit of PTO hours

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782499948693.png)

Type in how many hours if any to carry over to the next year

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782499966221.png)

Select a contact for the PTO requests to go to. When someone requests PTO an alert within CenPoint will be sent to this contact.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782499982320.png)

Whomever is selected as the 'Send PTO Request Alerts to' will receive a notification when anyone requests time off.

Then notification will show under the notification bell in the top right corner of CenPoint ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782834748040.png)

Click Apply to all users to update All users you have in CenPoint- this is most applicable when just staring CenPoint or at the beginning of the year.

You will also be prompted to choose an effective date for the changes

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782499999434.png)

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782500665340.png)

Click Apply to all users missing PTO options- this will only apply to any users missing PTO.

This is most applicable if you have a new user.

You will also be prompted to choose an effective date for the changes

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782500013038.png)

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782500689936.png)

When all your PTO defaults are filled out click Close on the page.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782500434937.png)

#### Set up PTO for a User

Set up PTO for a user by going to More->User->Click the ellipsis on your user-> click Modify

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782495087371.png)

Go to the User Pay tab and find the PTO Options section

Click on 'Add' to add a PTO Option

On an existing PTO record, click the ellipsis (**...**) and select **Modify** to edit the record. You can also select **Delete** from the same menu to remove it.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782511069218.png)

* If you did Apply to All from the branch settings those would have applied to all the users.

If you needed, change the PTO hours per user and effective date.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1782511195915.png)

Additional Info

As of right now CenPoint handles accrual time only if the techs work.

To set PTO to not front end load you could set something like this:

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1783632889693.png)