Blog

Tips, guides & best practices

Practical advice on leave management, PTO tracking, and HR best practices for modern teams.

All Articles

Browse our collection

40 articles

Connect BookYourPTO to Your Own Systems: A Public REST API and Signed Webhooks
productapiintegrationssecurity

Connect BookYourPTO to Your Own Systems: A Public REST API and Signed Webhooks

Read and write people, leave, time and expense data from your own scripts and tools, and get a signed webhook the moment something changes. Every token acts as a real person in your organization and can never see more than they can.

6 min read
A Home Page That Opens on What Needs You
producthomeorg chart

A Home Page That Opens on What Needs You

Signing in to BookYourPTO now lands on Home: a board of cards built for your role that starts with what is waiting on you, can be rearranged to suit you, and respects every privacy setting your organization already has.

5 min read
Probation Period Reviews: A Practical Checklist for Managers
probationonboardingperformanceguides

Probation Period Reviews: A Practical Checklist for Managers

The end of a probation period is one of the few people decisions with a fixed deadline. How to track it, who should know it is coming, when to extend, and how to keep the record straight — without turning it into paperwork.

6 min read
An Org Chart That Matches Reality: Build It From Reporting Lines, Not Job Titles
org chartemployee directorypeople dataguides

An Org Chart That Matches Reality: Build It From Reporting Lines, Not Job Titles

Most org charts drift because they are drawn by hand or inferred from job titles. Why the reporting line should be the only source, what goes wrong when it is not, and how to keep the chart and the people records in agreement.

7 min read
Who Should See an Employee's Work Anniversary? Celebrations, Hire Dates, and Privacy
privacyemployee directoryculturehr

Who Should See an Employee's Work Anniversary? Celebrations, Hire Dates, and Privacy

Celebrating anniversaries and birthdays builds culture, but a work anniversary is derived from a hire date — employment information. A practical guide to deciding who sees what in your directory, your dashboards and your digest emails.

6 min read
Performance Review Cycles for Small Teams: Timing, Reminders, and What Actually Gets Done
performancereviewshrguides

Performance Review Cycles for Small Teams: Timing, Reminders, and What Actually Gets Done

A review cycle is only useful if reviews happen when it says they will. How to choose between a company-wide window and hire-date reviews, who should be reminded and when, and how to keep cycles from quietly stalling.

7 min read
Data Import & Migration: Bring Your Team Across from 48 Platforms
release notesdata importmigrationonboarding

Data Import & Migration: Bring Your Team Across from 48 Platforms

Upload a CSV or Excel export from your old HR system and BookYourPTO works out where it came from, maps the columns, and shows you what it will create before creating anything. 48 platforms, 63 templates, four direct API connections, and a 72-hour undo.

9 min read
Switching from BambooHR: What to Export, What to Check, and How to Sequence the Cutover
migrationbamboohrdata importguides

Switching from BambooHR: What to Export, What to Check, and How to Sequence the Cutover

The hard part of leaving an HR system isn't the new system — it's getting your data out cleanly and picking a cutover date that doesn't strand a month of leave history. A practical guide for teams moving off BambooHR.

8 min read
One Holiday Calendar Will Not Survive a Multi-Province Team
canadapublic holidaysleave managementcompliance

One Holiday Calendar Will Not Survive a Multi-Province Team

If you employ people in more than one province, a single company-wide holiday list is already wrong for someone. Here's what breaks, why it's usually invisible, and what to check in your leave system.

7 min read

Ready to simplify leave management?

Start managing your team's time off in minutes.

Get Started View Pricing