Setting Up Time Off Options
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Setting Time Off System Preferences
There are a number of system preferences related to entering and tracking time off. Time off system prefer-
ences can be configured at:
Administration > System > System Preferences > Time Off section
In the system preference, you can specify the following:
1. The minimum amount of time off users can take
2. Whether users are required to enter start and end times before they can submit partial day bookings
3. Whether time off balances are displayed in days or hours in timesheets, bookings, calendars, and
reports
4. Whether the time off type for other user’s bookings is shown in the calendar
Specifying who Approves Time Off Bookings
If users enter time off through bookings, you can choose who approves each user’s bookings. More than
one approver can be required to approve a booking. To specify who approves a booking you must:
1. Create approver types to define who the individual approvers are.
2. Create approval paths to define the order in which the booking is forwarded to the approvers.
3. Assign an approval path to the user, as detailed in Setting User Options on page 71.
If you don’t require bookings to be approved, skip the first step.
Setting Up the Approvers
Approver types identify the individuals who will be approving time off bookings. Specific individuals, such as
payroll administrators, can approve bookings. Alternately, you can choose relative approvers, such as each
user’s supervisor.
Once approver types are created, you can use them to create approval paths for the booking to follow.
You may have already created approver types for approving timesheets. These existing approver types can
also be used for bookings. Additional approver types can be created at:
Administration > Approval Setup > Approver Types
When adding an approver type, you must specify:
1. The name of the approver type, which will be used to identify the approver type when creating ap-
proval paths
2. The type of approver:
•
Supervisor, who approves all time off bookings for users they supervise
•
A specific user, who approves all time off bookings for all users assigned an approval path
containing this approver type. Only users who have been assigned approval permissions
will be available for selection.
Time off entered directly in a timesheet is approved by a timesheet approver. Timesheet approvers
were configured in Specifying who Approves Timesheets on page 31.
If you want a specific user to be an approver and that user does not exist yet, create a place-
holder approver type and then edit it once the approver has been created.
