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About

PTO Exchange is a benefits platform that turns accrued vacation hours into liquid assets that employees can spend on individual needs and the causes they care about. This gives companies an enticing benefit that uniquely serves every employee in the organization. And it all works within the system you have in place today. Enable employees to contribute to and manage their financial wellness. Unused PTO can be used for: Retirement Accounts, Student Loans, Health Care Expenses / HSAs. What if you could exchange some unused PTO to pay for your vacation? Now it's possible. Employees can give to over 1 million certified non-profit organizations, causes, and even colleagues in need. It’s savvy to reduce PTO balance sheet liabilities while enhancing talent recruiting and retention. In simple terms, it pays off for both HR and Finance. Both will appreciate the returns for enhancing PTO benefits and reducing corporate liability.

About

When employees are financially stressed, it's a lot harder to focus on work. SmartPath’s affordable financial wellness platform will provide your employees with the education, coaching, and tools they need to turn their stress into financial success. Studies show that employees engage in different ways. Our program is designed to be comprehensive and meet your employees where they are. Every employer gets a branded launchpad for their employees to engage with all of SmartPath's offerings. This site offers Live Chat with our coaching team for quick financial questions and superior support. Money can be stressful. And add in the impacts of the pandemic, something that was hard just got even harder. Take our quizzes to see financial options and get personalized results with clear guidance. Our human coaches are talented, trained, and dedicated to helping. We cover budgeting, getting out of debt, homeownership, aging parents, kid’s college and anything in-between.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for an PTO benefits solution

Audience

Companies looking for a financial wellness platform to provide employees with financial education, coaching, and tools

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$1 per employee per month
Our flat monthly rate is based on a per-employee-per-month model
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

PTO Exchange
Founded: 2014
United States
www.ptoexchange.com

Company Information

SmartPath
Founded: 2010
United States
www.joinsmartpath.com

Alternatives

Alternatives

Sorbet

Sorbet

Shift Time
BambooHR

BambooHR

BambooHR®
Key@Work

Key@Work

KeyBank

Categories

Categories

Financial Wellness Supported

Benefits Administration Features

Claims Management Not Supported
COBRA Administration Not Supported
Deduction Management Supported
Disability Insurance Administration Not Supported
Employee Benefits Administration Not Supported
Flexible Spending Accounts Not Supported
FMLA Administration Not Supported
For Brokers Not Supported
For Employers Not Supported
FSA Administration Not Supported
Health Insurance Administration Not Supported
HIPAA Compliant Not Supported
Life Insurance Administration Not Supported
Online Benefits Enrollment Supported
Premium Billing Not Supported
Provider Management Not Supported
Retiree Administration Not Supported
Retirement Plan Management Not Supported

Compensation Management Features

Bonus Management Not Supported
Compensation Assessment Not Supported
Compensation Calculation Not Supported
Compensation Plan Modeling Not Supported
Compensation Statements Not Supported
Employee Reward Programs Supported
Incentive Programs Not Supported
Organizational Charting Not Supported
Salary Planning Not Supported

Leave Management Features

Approval Process Control Supported
Calendar Management Not Supported
Employee Scheduling Not Supported
FMLA Tracking Not Supported
Leave & Absence Reporting Not Supported
Leave Policy Management Supported
Self Service Portal Supported

Integrations

8am CPACharge Not Supported
ADP Workforce Now Supported
Auth0 Supported
Okta Supported
Paylocity Supported
SAP Cloud Platform Supported
Workday HCM Supported

Integrations

8am CPACharge Supported
ADP Workforce Now Not Supported
Auth0 Not Supported
Okta Not Supported
Paylocity Not Supported
SAP Cloud Platform Not Supported
Workday HCM Not Supported
Claim PTO Exchange and update features and information
Claim PTO Exchange and update features and information
Claim SmartPath and update features and information
Claim SmartPath and update features and information