Setting Up Time Off Options
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If you are not using the system for payroll purposes, there is a pre-defined pay code for time off that you can
use. The pay codes will be shown on the timesheet and in payroll reports and exports.
Pay codes can be defined at:
Administration > Timesheet Setup > Pay Codes
For more information on pay codes, see Setting Up Pay Codes for Overtime on page 33.
Defining the Types of Time Off Taken and their Settings
You must create time off types to define the different types of absences that users will take. By creating mul-
tiple types:
Time off can be categorized for reporting purposes
Accrual and balance settings can be set differently for each type of time off
For each time off type, you can specify default settings for how time off is accrued and when the balance is
reset. When adding a user, these defaults will be applied starting at the date any new user is added, but can
be overwritten if necessary. If all or the majority of your users follow the same time off policies, it is recom-
mended that you set default accrual and reset values at the system level and then edit the settings at the
user level for those users that are the exception.
Time off types can be configured at:
Administration > Time Off Setup > Time Off Types
For each time off type you add or edit, you must specify:
1. The name of the time off type, which users will select when entering time off or reviewing their bal-
ance
2. The default policy type, that is, whether no policy, a single initial policy, or a set of policies based on
the users start date anniversary will be created for new users.
3. Whether the time off needs to be requested in advance (through a time off booking). If booking is
not required, users will still be able to book time off of that type, but they will also be able to enter it
in their timesheet.
4. By default, how much time off will be added to (accrued on) the users balance, and how often.
(These default values are used for new users, but you can override them in the users profile.)*
5. By default, whether the users time off balance should be reset regularly.*
6. How time off of that type will be tracked, either as the time taken or the time remaining, or not at all.
Select Hours/Days Remaining if users will be given an allowance for that type of time off. If there
are no limits on how much time off of a specific type users can take, select Hours/Days Taken.*
7. Whether bookings or entries using this time off type will display in users time off calendars.
8. Whether, by default, the users balance will be limited to a maximum.
9. Whether, by default, users can incur a negative balance against a time off type, and, if applicable,
how large a negative balance is allowed.
For more information on how time off accruals and resets work, consult the online help.
Options marked with an asterisk (*) are not available when configuring the Time Off in Lieu time off type that
is used for banking time.