Time Off

Access the Time Off view from the People icon. Select Time Off from the Views menu.

The following employee information displays:

• Policy Type - displays the type of policy assigned to the employee (for example, sick, vacation).

• Description - displays the policy name.

• Accrual Rate - displays the accrual rate associated with the employee’s time off policy.

• Balance - displays the employee’s time off balance in hours, units, or days (based on the policy).

If no time off policies are associated with this employee, the following message displays:

No time off policies are set up for this employee.

Adjust Balance

Use the Adjust Balance option to adjust the time off balance on a policy.

1. Access the Adjust Balance screen from the link in the Time Off view. Select the link on the row for the policy you want to change. The screen displays current values for:

   • Time Accrued

   • Time Taken

   • Available Balance

2. Enter the adjustment value in the Adjustment column.
   

   If the employee took 8.00 additional hours of time off and the hours were not recorded, enter 8.00 in the Adjustment column for Time Taken. Negative numbers can be entered, if necessary.

3. Preview the effect of the adjustment before the change is saved to verify you are taking the correct action.

   1. Click New Available Balance. The New Available Balance displays.

   2. Review the change.

   3. Click Save and Close to save the change. Click Cancel to not save the adjustment.
      
      

Add Policy

Use Add Policy to add a time off policy to an employee.

1. Click the + icon in the Time Off view to display the Add Policy screen.

2. Select the policy to add.

   • The New Policy list only displays policies currently set up for your company.

   • Each policy has a Policy Type that was defined when it was set up for your company.

   • An employee is allowed to only have one policy for a specific Policy Type.
     

     Your company has several vacation policies. Each of the policies was set up with a vacation Policy Type. An employee can only have one of the vacation policies at any time. If an employee already has a policy with a Policy Type of vacation, the New Policy list does not display other vacation policies.

3. In the Beginning Balance field, enter the beginning balance for the policy.

   • If you previously assigned a default value for this policy during setup for your company, the default value displays.

   • If you did not assign a default value, 0 displays.

   • The beginning balance can be changed, if necessary.

4. Credited and uncredited balances only display for specific policies.

   • If the policy you select uses credited and uncredited balances, the fields display.

   • Enter the appropriate beginning credited and uncredited balances.
     
     

Edit Policy

Use Edit Policy to change the Accrual Rate, Length of Service Date, or Length of Service.

1. Click Edit in the Time Off view to display the Edit Policy screen.

2. Change the Length of Service Date, if necessary. Enter a new date in the Manual Override field. Changing the Length of Service Date overrides the employee's Hire or Rehire Date for calculating the length of service.
   

   An employee worked for several years, left the company, then was rehired. To accurately reflect the employee’s total service time, change the Length of Service Date. Changes to the Length of Service Date apply to all policies for this employee.

3. Change the Length of Service (months), if necessary. Enter a new value in the Manual Override field. Changing the Length of Service overrides the number of months calculated by the application.
   

   Changes to the Length of Service only apply to the selected policy.

4. Change the Accrual Rate, if necessary. Enter a rate in the Manual Override field.
   

   If the policy was set up to include automatic increases in the Accrual Rate, such as after a pre-defined length of service, do not enter a manual override. If you enter a manual override, any automatic increase is blocked.