How to Add Time Off Types

How to add time off types to be used in a Policy Plan

____________________________________________________________________________________

 

 

 

1. Click the "Global Settings" tab at the bottom of the left navigation bar.

                                    

2. Click the "Time Off Types" setting under the "Time Off" tab.

                             

3. Click   and select Add  .

       

4. Enter a Name for the new time off type.

                       

5. Enter a Code for the new time off type.

                       

6. Select a Balance Type 

• Balance is tracked - Employee has a balance of hours per Policy Plan period.
  
  • Requests made deduct from the employee’s time off balance
  • Examples: Vacation, Sick Days, Personal Days

• Balance is not tracked - No balance of hours for an employee
  
  • Examples: Jury Duty, Working Out-of-Office, Appointment

• Comp Time Off - Holds comp time hours
  • When an employee works OT, those hours can be converted into Compensatory Time 

                                             

7. Enter a Description (Optional).

8. Click    at the bottom to save the Time Off Type.