How to Request PTO in Paylocity (and What Happens Next)

Use this guide to submit PTO and understand approvals.

Steps

1. Open Paylocity > Time Off.
2. Select the dates/times and the PTO type.
3. Add a note (optional) and submit.

What happens next

• Your request routes to your manager for approval.
• If you need a schedule exception, discuss with your manager first.

If you can’t submit

If Paylocity won’t allow the request, submit a ticket and include the error message and your requested dates.