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 NEW 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.

• Kind of time off: Select the type of time off being taken.  

• Allow to attach 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.

• 
  

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. Selecting anything other than No Rounding will result in the appearance of a field for Round Type, to determine the rounding logic.

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 be unpaid in an Employee payslip.

Reporting

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