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Paid Time Off Requests Workflow

  • July 15, 2026
  • 3 replies
  • 33 views

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Has anyone built or customized a Paid Time Off (PTO) request workflow in Acumatica? This would be a rather simply process.

  • Employee selects the date(s) they want to request off.
  • Optional note can be added.
  • Request is submitted to a designated approver.
  • Approver can approve or reject the request.
  • Employee receives a notification of the action.
  • Global dashboard to view all requests.

A nice-to-have feature would be tighter integration with timecards. Once the employee's weekly timecard is created, any approved PTO dates would automatically populate as PLT / Vacation without the employee having to enter them manually.

Has anyone seen something similar to this?

3 replies

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  • Jr Varsity III
  • July 15, 2026

Hi. Yes for sure, we have this feature - although it was pre-setup at our request by our implementation team when we purchased this product.

We use it two different ways for paying our different companies.

  1. On the Employees screen, we simply tag the manager in the Reports to: field
  2. For our more complex companies we use a combination of the Company Tree and Assignment and Approval Maps screens to setup the approval flow. Managers in this scenario are tagged as People MSS in the User screen. And we have email templates setup that sent to approvers and employees (viewable in the Email Templates screen).

C.


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  • Author
  • Jr Varsity III
  • July 16, 2026

Hi. Yes for sure, we have this feature - although it was pre-setup at our request by our implementation team when we purchased this product.

We use it two different ways for paying our different companies.

  1. On the Employees screen, we simply tag the manager in the Reports to: field
  2. For our more complex companies we use a combination of the Company Tree and Assignment and Approval Maps screens to setup the approval flow. Managers in this scenario are tagged as People MSS in the User screen. And we have email templates setup that sent to approvers and employees (viewable in the Email Templates screen).

C.

 

What does the actual request process look like for an employees perspective?


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  • Jr Varsity III
  • July 16, 2026

Employees have access to the Self Service module (ESS), and within it the Leave RequestsLeave BalancesProjected Leave Balances, Employee Calendar etc. screens.

They create a leave request, select the type of leave, the date period, add any comments and submit. Based on the approval mapping, an auto-email is sent to the manager for review and approval in the ESS website. The manager can approve or decline, and may add a comment if needed. Once approved another email is sent back to the employee as notification.

Then when preparing the pay run: use the Leave Administration screen to push the approved leave through to the current pay run.

There is some info on booking and approving here:

Requesting and Keeping Track of Leave

Managing Leave For Your Team

Preparing Leave Requests For Payment

Delegating Leave Requests and Approvals