Internal: Paid Time Off Request Form

PTO requests must be submitted at least three (3) business days in advance. Per Trestle and NWMS’ Employee Handbook, requests for a period of one week or more must be submitted ninety (90) days in advance.

If you will be unavailable, that time is considered PTO, not flextime. A PTO form should be submitted any time you will be unreachable.

Trestle Property Services and NWMS reserve the right to deny a PTO request if it will interfere with Company operations or adversely affect coverage of job and Team Member requirements. Whenever possible, Team Member requests for PTO will be accommodated, but where scheduling conflicts arise, seniority will prevail.

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Team Member Information

Today's Date(Required)

MM slash DD slash YYYY

Name(Required)

First

Email(Required)

Role/Team(Required)

Accounting

Community Association Manager

Competency Team

Corporate

CXT

NWMS

Project Office

VCXT

Other

Do You Work Directly with Clients?(Required)

Yes

PTO Information

Reason for PTO(Required)

Vacation, Sick or Personal Time

Bereavement Leave

Other*

Comment/Further Explanation(Required)

*Leave requests not defined above may be subject to additional review and approval depending on circumstances.

First Day of PTO(Required)

MM slash DD slash YYYY

Last Day of PTO(Required)

MM slash DD slash YYYY

Total Number of PTO Days(Required)

Travel days are considered PTO days.

Does This Include Any Half Days?(Required)

Yes

Schedule(Required)

Please outline your work schedule.

Work Location(Required)

Home

Within the US

Global

Where Will Work be Performed?(Required)

i.e., in a hotel, at a coffee shop, etc.

Internet Connection(Required)

Explain how you will connect to the internet (i.e., hotel wi-fi, cell phone hotspot, etc.) and anticipated speeds, if known.

Unstable Internet Plan(Required)

Outline your work coverage plan in the event of unstable internet

Workload Coverage

The plan below indicates Team Member(s) agreement to cover all ordinary and extraordinary matters for the listed time period.

Workload Coverage Plan

Using the plus (+) sign to the right, add additional columns for Clients and Team Members, as needed.

Team Member

Type of Coverage

Email Address(es) Assigned

Alternate Work Coverage Plan

Workload Coverage Plan Approval

By clicking this box, I confirm that the Team Member(s) listed above has (have) reviewed the plan and agreed to provide coverage as outlined

Client Coverage

The plan below indicates Team Member(s) agreement to cover all ordinary and extraordinary matters for the specified Client(s) for the listed time period.

Forward emergency call(s) to the Team Member(s) below?(Required)

If selecting “no”, you will be responsible for emergency calls during PTO.

Yes

Forward non-emergency call(s) to the company mainline?(Required)

Yes

Assign Client email address(es) and portal access to the Team Member(s) below?(Required)

Yes

Client Coverage Plan(Required)

Using the plus (+) sign to the right, add additional columns for Clients and Team Members, as needed.

Client Code

Team Member Providing Coverage

The Client Coverage Plan Approval(Required)

By clicking this box, I confirm that the Team Member(s) listed above has (have) reviewed the plan and agreed to provide coverage as outlined

Authorization

PTO over 5 days or in which the Team Member will work outside of the home requires signature of the Lead and President. Only Lead signature is required for all other requests. Instructions: signature below indicates approval. Should the request require modification, please ask the employee to submit a revised form for consideration and notify PTO@TrestleCM.com of the change. Should the request be denied, please notify the Team Member and PTO@TrestleCM.com.

President's Signature

Date

Lead Signature

Date

Additional Comments

Office Use Only

Allotted PTO

Used PTO (including this request)

Remaining PTO

Date Call Center Updated

Date Direct Line Updated

Date Client Emails Assigned

Date Client Autoreply Updated

Date PTO Calendar Updated