Field Name | Description |
“Code” | A short name for the time off type. |
“Name” | The name of the time off type. |
“Time Off Unit” | Identifies if the time off balance for employees will be shown and requested in hours or days. |
“Temporary” | Identifies if the time off type will only be used temporarily. If ticked, you must enter an expiry date. |
“Calendar Color” | The color of this time off type that will be displayed in the calendar. This is a required field if you have “Display on Calendar” ticked. |
“Assign To” | Identifies which employees are eligible to request time off using this time off type. |
“Policy Type” | How this time off type will be can be set up (if any). If ‘No Policy’, no accruals are required (e.g. unpaid time off). If ‘Initial Policy’, a standard accrual will occur but it does not depend on years of service (e.g. sick time). If ‘Set of Policies’, accruals will accrue depending on the years of service (e.g. vacation). |
“Entitlement Date” | Only required if policy type is ‘initial policy’ or ‘set of policies’. Identifies the date that the accrual will be made. If ‘Employee’s Start Date’, accruals occur based on the employee’s date of hire. If ‘After Employee’s Start Date’, accruals occur after the employee’s date of hire. If ‘Fiscal Year’, accruals occur on your fiscal year, as set up in your system preferences. If ‘After Employee’s Start Date Based on Fiscal Year’, accruals occur on your fiscal year but takes the employee’s years of service into account. |
“Accrues” | Identifies how your time off type is accrued. If ‘Yearly’, this time off type will accrue once per year based on the entitlement date. If ‘By Timesheet Period’, this time off type will accrue several times a year based on the employee’s assigned timesheet or pay period (e.g. accruing weekly or bi-weekly). If ‘By Hours Worked’, this time off type will accrue depending on the number of hours that your employees work (e.g. accrue 2 hours for every 80 hours worked). |
“Balance” | Identifies how many units are accrued based on the accrual rule. |
“Occurs X After the End of Timesheet Period” | When the balance is accrued after the end of the timesheet period. This field only applies if your accrual rule is by timesheet period or by hours worked. |
“Allow Employees to Carry Over” | If ticked, allows your employees to carry over the specified number of units from one period to the next. |
“Limit Max Balance” | If ticked, limits the number of units your employees can have at one time. If your employees accrual is already at the defined maximum, they will not be able to accrue more units until they use what they have. |
“Limit Max Requested” | If ticked, limits the number of units your employees can request for in one record. If your employee wants to request for more than the defined maximum, they must submit multiple requests. |
“Probation” | The period of time after an employee’s date of hire before they are eligible to request time off using this time off type. |
“Pay Code” | The pay code that is associated to the time off type. |
“Leave Units Will Be Deducted If It Overlaps with Holidays and Weekends” | If ticked, the employee’s balance will be deducted if their request falls on a holiday (as defined in your holiday calendar) or weekend/days that your employee does not work (as defined in their assigned shift). |
“Allow Negative Balance” | If ticked, your employee is allowed to request for time off even if they have not accrued enough units. |
“Booking Required” | If ticked, the time off requests must go through your approval path. |
“Display on Calendar” | If ticked, approved requests for this time off type will appear in the time off calendar in Time Off > Calendar. |
“Default to New Employee” | If ticked, this time off type will automatically be assigned to new employees that you create in the system. |
