Scheduling: Time Off / Leaves: Time Off Types

Process

To get started, navigate to the Time Off app.

Time Off Types

Go to Configuration > Time Off Types. Here you'll see a list of all active Time Off Types. Time Off Types are categories of leave that you, or your employees, may select from when requesting time off.

To create a new Time Off Type, click CREATE and complete the form that follows.

• Name: Enter the name of the Time Off Type

Time Off Requests

• Approval: 

  • No Validation: Time Off requests will not require validation.

  • By Time Off Officer: Requires someone in the Time Off Officer role to validate.

  • By Employee's Approver: Requires someone in the Team Leader role to validate.

  • By Employee's Approver and Time Off Officer: Requires both Time Off Officer and Team Leader validation.
    

• Responsible Time Off Officer: Choose the officer who will be notified to approve allocation or time off request.

• Take Time Off In: Select the increments by which this type should be used in.

• Allow to Join Supporting Document: 

• Company: If this database is multi company, you can choose to restrict this to one company. Else, leave blank to make this time off type accessible to all companies.

Payroll

• Work Entries Type: Select the applicable Work Entry. To create a new entry, select CREATE AND EDIT... from the drop-down. To see how to configure this, view the Work Entry Section below.
  

Timesheets

• Project: This project will contain the timesheet generated when a time off is validated.

• Task: You may select a specific task of the project that the timesheet is generated on.

Display Option

• Color: The color selected here will be used in every screen with this time off type.

• Cover Image: Select an image to represent your time off type.

Allocation Requests

• Requires Allocaiton:

  • Yes: This indicates that allocation requests can be made for this time off type.

  • No Limit: This indicates that allocation requests can't be made for this time off type.

• Employee Requests:

  • Extra Days Requests Allowed: This will allow the employee to put in a request for extra days.

  • Not Allowed: This will prohibit the employees from putting in a request for extra days.

• Approval: This option will only appear if the mode Allow Employees Requests is selected.

  • No Validation Needed: This indicates that an allocation request does not require approval.

  • Approved by Time Off Officer: Requires someone in the Team Leader role to validate.

  • Set by Time Off Officer: Requires both Time Off Officer and Team Leader validation. When selected, you’ll be prompted to select the Time Off Officer’s name from the Responsible field below. 

When you've completed the Time Off Type form, click SAVE.

Work Entry Types

Complete the following:

• Name: Enter the name of the Work Entry Type.

• Code: Enter a shortcode for the work entry type.

• Color: Select a color in order to visually color code your work entry type.

Display in Payslip

• Rounding: Indicate if and how this time should be rounded for payslip data.

Time Off Options

• Time Off: Select if this indicates planned Time Off. Selecting this option displays an additional field:

  • Time Off Type: Select the type(s) of Time Off this qualifies as. 

Unpaid

• Unpaid in Structures Types: Indicate which structure type this work entry will not grant money to the employee in the payslip

Reporting

• Unforeseen Absence: Select if this indicates an Unforeseen Absence, this will also count as an absenteeism at work entry.

When you've completed the Work Entry Type form, click SAVE.