Define your accrual rules
Set the schedule, reset, and cap that match your PTO policy. Configure defaults for everyone and customize for individuals as needed.
PTO tracking software that calculates every balance automatically
Set your accrual rules once. actiPLANS keeps every balance current, logs every change, and lets employees check their own PTO without calling HR
Trusted by
10,000+
companies across the globe
Still tracking PTO in a spreadsheet?
One formula error, one wrong balance, one frustrated employee and HR is spending the afternoon on a problem that should never have existed. actiPLANS automates PTO tracking end to end so the numbers are always right and the history is always there.
Everything your team needs for accurate PTO tracking
Automated accrual that
fits any policy
actiPLANS supports weekly, biweekly, monthly, yearly, and hire date anniversary accrual, plus yearly resets and accrual caps. Mix and match rules organization-wide, then override them for individual employees who have different entitlements.
Employees always know where their PTO stands
Before submitting a request, employees see their current balance and a preview of how the request will change it. No guessing, no questions to HR - just clear information from the web or the mobile app.
Manager controls for every exception
Manually increase, decrease, or reset any employee's PTO balance with a comment for the record. Set balance limits to block requests when a balance runs low. Add PTO blackout days for busy periods, with exceptions for managers when needed.
A balance history that explains every number
Every accrual event, approved leave, and manual correction is recorded automatically. Employees see their own history. Managers see all of their users and can export the full record as PDF for payroll or compliance.
Reports ready for payroll and audits
The Leave Time and Balances report lets you filter by employee, department, leave type, and date range, then export as CSV or PDF. Balances are shown as of both the first and last date of the selected period so payroll prep is straightforward.
“Full visibility of remaining PTO is a real boon”
actiPLANS has freed up a lot of time that we previously spent on manual spreadsheet edits. Now, our team can use this time to work on more important tasks.
Up and running in four steps
Step 1
Step 2
Step 3
Step 4
Balances update automatically
When a rule triggers or a leave is approved, the balance changes and the event is recorded. No manual entries required.
Employees request with confidence
They check their balance, preview the impact of their request, and submit - all without involving HR.
HR and managers stay in control
View balances, make corrections, run reports, and export data whenever needed.
Step 1
Define your accrual rules
Set the schedule, reset, and cap that match your PTO policy. Configure defaults for everyone and customize for individuals as needed.
Step 2
Balances update automatically
When a rule triggers or a leave is approved, the balance changes and the event is recorded. No manual entries required.
Step 3
Employees request with confidence
They check their balance, preview the impact of their request, and submit - all without involving HR.
Step 4
HR and managers stay in control
View balances, make corrections, run reports, and export data whenever needed.
What's included in actiPLANS PTO tracking
Weekly, biweekly, monthly, and yearly accrual
Hire date anniversary accrual
Yearly balance reset to any value
Accrual cap
PTO and sick days as separate balances
Per-employee accrual rule overrides
Balance preview before submitting a request
Manual balance corrections with comments
Balance limitation (block requests below a set threshold)
PTO blackout days with manager exceptions
Full balance history per employee
Leave Time and Balances report (CSV and PDF)
Past Leaves Calendar
Weekly, biweekly, monthly, and yearly accrual
Hire date anniversary accrual
Yearly balance reset to any value
Accrual cap
PTO and sick days as separate balances
Per-employee accrual rule overrides
Balance preview before submitting a request
Manual balance corrections with comments
Balance limitation (block requests below a set threshold)
PTO blackout days with manager exceptions
Full balance history per employee
Leave Time and Balances report (CSV and PDF)
Past Leaves Calendar
Start tracking PTO accurately with actiPLANS
Book a demo with our product experts and get it rolling
