PTO Donation Form

Form for employees to request or record PTO donations, including donor and recipient details, hours, rate, tax considerations, and approval workflow.

Submission Type

• What are you submitting?
• Reason for donation request
  Briefly describe the reason for the PTO donation request. Do not include sensitive health details unless HR specifically requests them.

Donor Information

• Donor full name
• Donor employee ID
  Use the employee ID or another internal identifier. Do not enter SSN.
• Donor department
• Donor work email

Recipient Information

• Is this donation for a specific employee?
• Recipient full name
• Recipient employee ID
  Use the employee ID or another internal identifier. Do not enter SSN.
• Recipient department

Donation Details

• Donated PTO hours
  Enter the number of PTO hours being donated.
• PTO type
• Donation date
• Hourly rate for PTO conversion
  Enter the hourly rate used for payroll or leave conversion, if applicable.
• Donation notes
  Add any processing notes, such as partial-hour rounding or special payroll instructions.

Tax and Policy Acknowledgment

• I understand this donation may have tax or payroll implications
• I confirm this donation follows company PTO donation policy
• I consent to HR processing my PII for PTO donation administration and audit trail purposes
  Your information will be used only for PTO donation administration, payroll processing, and compliance records.
• Is additional tax documentation required?
• Tax documentation details

Approval Workflow

• Supervisor name
• Supervisor email
• HR reviewer
• Approval status