Tracking when employees take time off can be tracked under Employees-->Time off. The Time off tab is split into two areas. One for Allowed Time Off and one for Special Days.
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Allowed Time Off and Special Days work independently of each other but in cases where data should be in both areas, add to the Special Days first and then copy records from there to Allowed Time Off. |
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Time Off
The Allowed Time Off area is transaction based and lets you add banked hours that employees can be paid out. To add Transactions directly to this area, first select an employee, then right-click on the Transactions list to addAdd/modify Edit transactions.
When entering the quantity of hours, use a positive value to add available hours to their banked hours, and use a negative value to subtract hours as they are paid out.
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The Banked Hours list will show a running total of transactions for each Type for the selected employee.
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Date - The date of the transaction (Note: Unless using the ‘Add Date Range’ option, the transaction will default to today’s date.
Type - They Select the type of transaction. This is a customizable list, but starts with Holiday, Vacation, Personal Time and Other.
Hours - Quantity of hours. A positive number adds available hours to the employees banked hours. A negative value subtracts from the banked hours.
Note - A user note to indicate why the transaction exists. Examples: “Christmas”, “Doctor’s Appointment”.
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Add/Modify a Type: When the window opens, to select the Type, right-click the list of Types to modify the list. |
Special Days
The Special Days area is used to add atypical days to the calendar and indicate when one or more employees are working hours different from the typical schedule. Right-click on the Special Days list to add/edit records and to copy records from Special Days to Allowed Time Off
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Records entered here will affect capacity hours on the Calendar. |
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