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PTO Exchange Implementation Overview
PTO Exchange implementation is generally 3-6 weeks, depending on scope. Implementation activities fall into a general 5-step process:
Verify service plans
Policy and admin settings
Payroll & SSO integrations
Test
Launch
Verify Service Plans
Organizations can adopt any combination of the following service plans and specific options within each:
Policy and Admin Settings
This is the step where you really make PTO Exchange your own by customizing and configuring parameters that conform to company policies and behavioral incentives. Parameters include approval settings, exchange hour increments, minimum PTO hours required, maximum allowable per year, and merchant giving, among others.
Build Payroll & SSO Integrations
We connect to your specific payroll system provider in this step. PTO Exchange integrates easily with Paylocity, Kronos, Workday, SAP,
Ultimate, ADP and other other leading payroll services. Activities include receipt of employee demographic files, data mapping, building of
payroll codes, and configuring your payroll schedule, among others.
For Single Sign On (SSO), PTO Exchange integrates with leading 3rd-party vendors like Okta, Auth0, and others using protocols such as
SAML 2.0 and OAuth 2.0.
Test
After payroll integrations have been completed, a full QA
testing regime includes file exchange, payroll, SSO and
final acceptance testing.
Launch
A successful PTO Exchange launch in your organization
includes an employee communication plan, FAQ and
resource document creation, live and on-demand demos,
and launch event(s) as practicable.
Sample Timeline:
Unused vacation doesn’t have to go to waste. With PTO Exchange, you can turn unused PTO into a strategic benefit—helping employees support their families, reduce debt, save for retirement, or simply gain peace of mind.
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