1.Triggers daily PTO balance run
Integrate Schedule by Zapier to start the daily cycle and trigger PTO updates.
Update employee PTO balances from time-off requests daily
Automatically run daily across Schedule by Zapier, Google Sheets, Webhooks by Zapier, Code by Zapier, QuickBooks Online, and monday.com. Create and update when approved time-off entries load, date ranges include new requests, or schedules fire for processingβso you can update PTO balances, match employees, and keep HR records current without manual reconciliation.
How this automation updates your PTO balances
When the daily schedule fires, delays can throw PTO and staffing plans off track. This automation pulls approved time-off requests, matches employees, and updates PTO balances in monday.comβso your team can keep payroll-ready HR records current.
Schedule by Zapieror swap with your favorite app
2.Retrieves API tokens and date filters
Integrate Google Sheets and reporting systems to map config fields to API token and request date range.
Google Sheetsor swap with your favorite app
3.Fetches approved time-off entries
Integrate Webhooks by Zapier and API tools to request approved time-off entries using the mapped token and filters.
Webhooks by Zapieror swap with your favorite app
4.Parses entries into loopable lists
Integrate Code by Zapier and data processing tools to parse JSON into employee names and durations arrays.
Code by Zapieror swap with your favorite app
5.Matches employee records in accounting
Integrate QuickBooks Online and HR record systems to find employees by first and last name before updating PTO.
QuickBooks Onlineor swap with your favorite app
6.Updates PTO columns with remaining hours
Integrate monday.com and analytics tools to update configured vacation and sick columns and save the item.
monday.comor swap with your favorite app
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