Time Off Settings

Human Resources / Settings / Time Off Settings How to Set Up Time Off Calendar Appointments

The organization account can configure additional time off settings, so approved time off automatically creates an appointment in the employee’s calendar with a PTO service code. This will prevent the employee from being booked for work during their scheduled time off, and will enable quick timesheet conversions.

To configure additional time off settings:

  1. Navigate to the Human Resources module and select Settings
  2. Click the Time Off Settings tab on the top of the screen
  3. Complete the Additional Settings section on the bottom of the screen
  4. Click Create Time Off Appointments to make the x gray a green checkmark
  5. Complete the Appointment Settings. To set up how the appointment will be added to the employees’ calendar:
    • Enter Appointment with, which is the name of the fake client the appointment will be with. We recommend you create a test or admin client to be used for these types of appointments
    • Enter the Appointment Service Code, which will be assigned to these appointments once approved, so they can be converted to timesheets
    • Enter the Appointment Labels
  6. Complete the Hourly Accrual Settings:
    • Enter the Service Code Labels to Exclude, to prevent hourly time off from being accrued for timesheets converted with service codes with these labels
    • Check Include Drive Time, if necessary
  7. Complete the Approval Settings:
    • Check Require HR Admin Approval for Requests if you want the time off request to be approved by a user with HR Admin permission
  8. Click Save Settings

Click here to learn how to create a service code.

Human Resources / Employees / Human Resources / Settings / Time Off Settings Manual Time Off Adjustments

To make manual adjustments to an employee available time off:

  1. Navigate to the Human Resources module and select Employees
  2. Click the employee name
  3. Click the Time Off Setup tab
  4. The employee’s time off policies will be displayed
  5. Click the Manual Adjustment link underneath the time off policy you want to update
  6. Enter the number of hours to be added or deleted from the employee’s time off balance, and click to select the date when the change is effective
  7. Click Submit
  8. Click Save

Human Resources / Settings / Time Off Settings Time Off Types and Policies

This is where you can define exactly how an employee with this policy will accrue their time off.

To add a new time off type:

  1. Navigate to the Human Resources module and click Settings
  2. Click the Time Off Settings tab
  3. Click on the Time Off Type button
  4. Enter in a name for this time off type and click Add Time Off Type

You can also create different levels of accoutrements that the employee can reach based on time employed. As an example, an employee can start earning 5 hours of PTO every 7 days once they pass 90 days of employment. You can also create another level that lets other employees earn 7.5 hours of PTO every 7 days once they reach 2 years of employment, etc.

To add a time off policy:

  1. Under any of your time off types, click on the Policy button
  2. You will then be asked to fill out the following:
    • Policy Name: use this field to give the policy a unique name
    • Time Off Type: you can choose the drop-down to relocate this policy under a different time off type
    • Carryover Date: the date which marks the end of a year. This will determine when carryover PTO hours are transferred
    • Accruals Happen: you can either choose to accrue time off during each time period, or after a set amount of time
    • Accrual Amounts Based On Hours Worked (Timesheets): will base PTO accrual on how many hours have been converted within CentralReach
    • Pro-rate Accruals: this setting will take the number of days worked and divide by the number of business days in the pay period to determine the employee’s PTO accrual
    • Accrual Settings: in this section you will define how an employee with this policy will accrue their time off

From there you can either click on the Add another level link to add a new accrual type, or click Save Policy if you are done.