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.