BookYourPTO
Features

Everything your team needs to work smarter

Leave management, time tracking, expense reporting, and document signing — all in one platform

Platform

Four products. One platform.

Everything your HR team needs — from time-off requests to expense reimbursements — unified under a single roof.

New in v1.0.9

A complete HR suite, bundled with every plan

Six new HR modules — onboarding, performance, training, profiles, org chart, and customization — included on every plan, working alongside your existing leave, time, expense, and document tools.

Onboarding & Offboarding

Auto-create task lists the moment a hire is added

Build reusable task lists by department, role, or location. New hires get their own onboarding instance with documents to sign, and a parallel offboarding flow runs the moment someone leaves.

  • Per-department task lists with drag-to-reorder
  • Auto-trigger on user creation and termination
  • Per-employee document copies for handbook/NDA signing
  • 7/3/1-day reminders for tasks with due dates
Onboarding · Standard New Hire

Sign Employee Handbook

Due tomorrow · Required signature

In progress

Set up laptop and accounts

Assigned to IT · Due in 3 days

Pending

Complete tax forms

Signed Apr 7, 2026

Done

New Hire Orientation

Scheduled · Apr 10 at 10:00 AM

Scheduled
4 of 12 tasks completeView all →
Complete Feature Set

Everything for enterprise-grade team management

27 core features across leave, time, expenses, documents, and the new HR suite — all included.

Leave Requests

Full-day, half-day, or hourly time-slot booking with instant balance preview

Balance Tracking

Accruals, carry-forwards, and expiry rules

Approval Workflows

Two-level configurable approval chains

Time Timer

One-click clock in/out with break tracking

Project Tracking

Assign time to projects, tasks, and clients

Receipt OCR

AI-powered receipt data extraction

E-Signatures

Canvas-based digital document signing

Audit Trails

Complete action logging and tracking

Multi-Tenant

Multiple organizations with data isolation

Role-Based Access

Four roles with granular permissions

White-Labeling

Custom logos, colors, CSS, and domains

Public Holidays

100+ countries via Nager.Date API

Email Notifications

Customizable templates per event type

Reports & Export

CSV and Excel export for all data

SSO Integration

Auth0, Google, and GitHub sign-in

Calendar Sync

Google Calendar and Outlook integration

Timezone Support

Global timezone handling for distributed teams

Mobile Responsive

Works on all devices and screen sizes

Onboarding Workflows

Auto-trigger task lists when employees are hired or offboarded

Per-Employee Document Signing

Each new hire gets their own private copy of policies and handbooks to sign

Performance & Goals

Track employee goals with progress sliders, comments, and cascading goals

1:1 Meetings

Recurring check-ins with shared agendas and private notes per participant

Training Tracker

Assign training, track completion, and auto-remind before due dates

Certifications & Visa

Track expiry dates with automatic 30/14/7-day reminders to employees and managers

Interactive Org Chart

Drill into reporting chains with list, directory, and tree views

Comprehensive Profiles

Education, languages, certifications, assets, compensation history, and more

Offboarding Lifecycle

Single-click offboarding with cascading cleanup and audit trail

8+
Leave type codes
100+
Country holidays
14
Expense categories
13
Document types

Built for how teams actually work

Not just another HR tool — a platform designed around real workflows.

Smart approval workflows

Every request flows through your org chart automatically — employee to manager to department head, with fallback escalation if someone's away.

  • Multi-level approval chains
  • Auto-escalation for absent approvers
  • Configurable per leave type
  • Full audit trail on every action
Sarah Chen submitted
Annual Leave · Feb 10–14 · 5 days
Submitted
James Park approved
Direct Manager · Level 1
Approved
Lisa Wong final approval
Department Head · Level 2
Final
Synced to Google Calendar
Automatic · No manual action needed
Synced

AI-powered expense scanning

Snap a photo of any receipt and let Claude Vision or GPT-4o extract the data automatically — merchant, amount, date, category, and tax breakdown.

  • Dual AI engine (Claude + GPT-4o)
  • Per diem & mileage with Google Maps
  • Multi-currency support
  • Tax breakdown extraction
Receipt scanned
Starbucks · $14.50 · Coffee
AI Parsed
Mileage claim
Office → Client HQ · 32 km
$18.40
Per diem
New York, US · Full day
$79.00

Secure by default

Your data stays encrypted and under your control with full audit logging on our secure cloud infrastructure.

  • AES-256 document encryption
  • Complete audit trail logging
  • Enterprise-grade cloud infrastructure
  • Auth0 SSO integration
AES-256 encryption
All documents encrypted at rest
Active
Secure cloud hosting
Enterprise infrastructure
Running
Audit log
1,247 events logged this month
Active
Email Notifications

Clean, branded emails at every step

15+ professionally designed email templates keep your team informed — from leave approvals to document signing requests.

Leave Approved — BookYourPTO
BookYourPTOBookYourPTO

Hi Sarah,

Your leave request has been approved by John Smith.

Leave Type

Annual Leave

Dates

Mar 10 – Mar 14, 2026 (5 days)

Approved By

John Smith

View in calendar →

You received this email because you submitted a leave request on BookYourPTO.

Whitelabel-ready — logo, brand name, and colors adapt per organization

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