To request a PTO,

  • Go to the PTO tab in Salesforce
  • Click the New button
  • Enter the PTO details in the pop-up screen to request a PTO
  • Select the PTO Type, Start and End date, and time of the PTO
  • Out of Office details and click the Save button
  • Now the PTO is submitted for approvals to your PTO Manager,
  • You see all the PTO's requested in the MY PTO screen in Salesforce and those are pending approvals.

  • Once the PTO's are approved by your PTO Manager, it shows up in the PTO approvals tab.