Paylocity

How to access your time off balance in Paylocity

Go to your self service portal on Paylocity and click the tab on the navigation that states “Time Off”. You will be able to see your Time Off balances here. 

1. Log in to your Paylocity account. 

2. If you are unsure if you have already submitted a time off request, please see “View time off history or see a request status” guide before continuing.

3. Navigate to the center of your Self-Service page.

4. Click on “Request Time Off.”

5. Select the appropriate time off type from the “Request Type” dropdown menu.

6. Choose your desired dates in the “Request Dates” field.

7. Select whether to include weekends in your request.

8. Indicate if you are requesting full days off:

   • If you select “No”, Enter the Hours Per Day and the Start Time.

9. Use the “Add Comments” field to provide any additional details or context for your request.

Note: If your screen freezes/lags/glitches, please DO NOT continue clicking submit. 

Use the “View time off history or see a request status” guide to verify the request went through or to cancel any duplicates created. If you need to change a submitted request, please follow “How to cancel a PTO request” before submitting a new one.

1. Log into Paylocity

2. Click on the "View Employee Record" button

3. Navigate to the “Time Off” tab and scroll down to the bottom of the page

1. Log in to your Paylocity account.

2. Click on the "View Employee Record" button.

3. Navigate to the Time Off tab.

4. Scroll down to the bottom of the page to view your submitted requests.

5. Locate the time off request you wish to cancel.

6. On the request line, click the trash can icon to delete the request.

Note: If you see a duplicate request, click the trash icon on that line as well. If there is no trash icon available, please contact HR for assistance.

Approve a Time Off Request in Paylocity 

1. Log in to your Paylocity account.

2. From the Self-Service Portal, locate the Supervisor To-Do’s section and click on Time Off Requests.

There are two viewing options:

• List View (Recommended)

• Calendar View

You can toggle between views by clicking “Switch to...” in the top left-hand corner.

Before taking action, apply the following filters:

• Request Status: Submitted
  Employee Status: Active

• Request Type: All

• Supervised Employees: All

Click Search to display the filtered requests.

In List View:

1. Check the box next to the employee’s request(s).

2. Scroll to the bottom of the page.

3. Choose one of the following actions:

   • Approve Selected

   • Decline Selected

   • Approve All

   • Decline All

In Calendar View:

1. Click on an individual employee request.

2. Choose one of the following options:
   
   

   • Approve

   • Decline

   • Save

   • Cancel

Note:  Due to ongoing duplication issues, please review each request carefully before approving. 

If you see duplicate requests:

• Approve only one, Decline the duplicate(s)

• If you do not see “Supervisor-To-Do’s” section, please contact HR

Adding or Editing Beneficiaries/Dependents

You can add/update your beneficiaries at any time via Paylocity. 

Change of Address

You can change your address at any time via Paylocity.