As summer approaches, summer time off requests tend to rise—bringing both excitement and logistical challenges. While time away is essential for employee well-being, overlapping vacations can leave teams short-staffed and stressed. Now is the time to review your time-off processes to ensure coverage while supporting work-life balance and team morale.
Summer PTO Best Practices
Set clear deadlines for summer PTO requests
Encourage employees to submit requests early. Having a defined cutoff date helps managers plan and prioritize workloads effectively.
Use a consistent approval process
Whether it’s first-come, first-served or seniority-based, apply the policy fairly and communicate it clearly to avoid confusion or resentment.
Cross-train your team
Empower employees to support each other during absences by cross-training in key functions. This helps maintain productivity and prevents burnout.
Maintain a PTO calendar
A shared calendar allows transparency across the team and helps managers quickly identify potential coverage gaps.
Track PTO efficiently
Our administered software can automatically track PTO usage and update balances in real time. This means employees always know how much time they have available, and HR or managers don’t have to manually monitor or adjust records—saving valuable time and reducing the risk of errors.
Encourage open communication
Remind employees that collaboration and flexibility are key during high vacation periods—and that planning time off in advance shows consideration for the team.

Don’t Forget: Mental Health Matters Year-Round
While PTO helps recharge physically, it also supports mental wellness. Promote a culture that normalizes rest, encourages time off, and respects boundaries. When employees feel supported, they’re more engaged, productive, and loyal.
Need help updating your time-off policy or preparing for summer leave?
Reach out to your HR Consultant for expert guidance, editable templates, or help to manage complex PTO scenarios. Let’s make this a smooth, well-earned summer for everyone.