Time Off Settings

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

The Org 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 wish the time off request to be approved by a user with HR Admin permission
  8. Click Save Settings

To learn how to create a service code, click here.

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 would like 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