Getting Started
Introduction
Welcome to the BookYourPTO documentation.
BookYourPTO is an all‑in‑one leave, time tracking, expense, and document management platform for modern teams. It is delivered as a fully managed Cloud service at app.bookyourpto.com — there is nothing to install or maintain. Create your organization in minutes and invite your team.
Plans
BookYourPTO Cloud is available across four plans to fit teams of every size:
- Free — get started at no cost with core leave management for small teams.
- Pro — calendar sync, geofencing, advanced reporting, and notification channels.
- Business — everything in Pro plus SSO, QuickBooks, custom workflows, priority support, and higher capacity.
- Enterprise — everything in Business plus API access and unlimited seats, documents, projects, and claims.
Key Features
BookYourPTO includes a rich set of features:
- Leave Management: 24 built‑in leave types, flexible durations (full, half, quarter‑day), automatic balance calculations, and carry‑forward policies.
- Time Tracking: Built‑in timer, billable hours tracking, and project‑based time logging.
- Expense Management: Submit expense claims, scan receipts, and manage approval workflows.
- Data Import & Migration: Bring employees, departments, and leave history across from 48 HR and payroll platforms via CSV, Excel, or a direct API connection.
- Document Storage: Upload, organize, and search documents with OCR support and e‑signatures.
- Approvals: Single‑step approval routed to department heads, administrators, executives, or anyone flagged as an approver, with notifications and audit trails.
- Calendar & Holidays: Visual team calendar, public holiday support, and Google Calendar / Outlook integrations.
- Role‑Based Access Control: Four roles — Employee, Department Head, Administrator, and Executive — with department scoping.
- Reports & Exports: Built‑in reporting with CSV/PDF exports; advanced reporting on Pro and above.
- Security & Compliance: GDPR‑friendly, encrypted data, audit logging, and Auth0/OIDC single sign‑on on Business and above.
Use the rest of this documentation to learn how to configure and use BookYourPTO for your organization's needs.