...

• Global - Indicates that the record is global and shows up for all employees. If this is unchecked, the record is a Personal record and only affects the selected employee. Holidays recognized by your organization are considered ‘Global’.

• Type - Workday or Day off. To indicate that a date that is not a Workday is now a Workday, add a Global record and set the Type to Workday. To indicate that a date that is a Workday is now a Day off (i.e. Holidays), add a Global record and set the Type to Day Off.

• Date - The date the calendar override starts

• End - Optional. The date the calendar override ends

• Hours - This is an override of the typical hours. For records with Type set to Day Off, a blank value is the same as zero. If an employee is working a partial day, enter the amount of hours they are working that day. For example if they typically work a 8 hour day and they are leaving 2 hours early, enter 6.

• Note - A note to indicate why the records exists. Examples: “Christmas”, “Doctor’s Appointment”
  

...

1. Select an unapproved employee time-off request (indicated by the blue check in the ‘Request’ column and the request displays in yellow)

2. Right-mouse-click to open the pop-up context menu.

3. Select ‘Approve Request’ from the menu.
   

   Image RemovedImage Added

4. Populate the ‘Response’ and ‘Note’ fields if desired, and click ‘Approve’.
   

   Image RemovedImage Added

...

Reject Request

1. Follow steps 1 and 2 above.

2. Select ‘Reject Request’ from the pop-up context menu.
   

   

3. Provide a reason for rejecting the time-off request.
   

   

...

Managing Time Off on the Calendar

In addition to managing time off by employee in the Employee module, you can also add time-off requests in the Timeclock module.

The Time Off tab in the Timeclock module is also where supervisors go to approve/reject employee’s time-off requests. In the same fashion as from the Employee module, you can add/modify Global Special Days, as well.

View the entire organization’s employee time-off requests along with global special days (holidays or any other scheduled company closure) in a single linear calendar view.

1. Navigate to the Calendar module.

2. Select the ‘Time off Requests’ from the list of Events to display on the calendar

3. Right-click a time-off request to open a pop-up context menu with options to:

   1. Goto (if the Crows Nest user has permissions to access the Employees form, this option will take you to the employee the time-off request is for.)

   2. Export - Allows you to export the event from the calendar as an iCalendar file (*.ics), for import into other calendaring applications that support ICalendar files (e.g., Google Calendar). This option also allows the user to send the .ics file via email, copy it, or copy a path to its saved location.

   3. Request Time Off - Allows the logged-in user to request time off for themselves.

   4. Add Time Off (only visible to Supervisors) - Allows the Supervisor to create a Time-off request for another employee.

   5. Approve Request - If the user logged-in is a supervisor, clicking the Approve Request option will allow them to approve the employee’s time-off request.

   6. Reject Request - Like the Approve Request options, the user must be a supervisor to reject an employee’s time-off request.

...

...

Holidays and other Calendar Special Days

...

Copying the Calendar Special Days to the Payroll Group(s) will generate transactions that will appear in the ‘Transaction’ records panel of the Time Off tab.

Here is a typical scenario:
Your company observes multiple holidays each year, and they want the employees to be able to take that time off as paid time-off without having to use banked hours from their ‘Vacation’, ‘Sick’, or ‘PTO’ hour banks.

However, you don’t want employees to have to be responsible for creating their own punches for the holiday. You want the system to automatically account for them , and reflect the paid ‘Holiday’ hours on your labor reports for that particular payroll period.

...

Now, sometime during the payroll period the holiday falls in, you will run ‘Copy to Allowed Time Off for Payroll Group(s)’ to apply the 8.00 hours to selected payroll group(s) that align with your organization’s policies (i.e., Hourly-F/T) for paid holidays.

...