Time-Off
How to approve Time Off requests
To see any time off requests please proceed to Time Off located in the main menu on the left-hand side. You will see a drop-down menu appear and you will need to click on Time Off Requests.
You will then be taken to the Time Off Requests page and on this page, you will be able to see all requests made by your employees and you can approve or decline their requests.
How to see who is off
To see who is off please proceed to Time Off located in the main menu on the left-hand side. You will see a drop-down menu appear and you will need to click on Time Off Overview.
When you click on Time Off Overview you will be taken to the Time Off Overview showing you a calendar and who is off on which days.
How to manually log Time Off
To manually log time off for an employee you will need to proceed to Employees > Edit Employee > Time Off > Book Time Off.
When clicking on Book Time Off you will be taken to the Book Time Off-page. You will then be required to add the dates for when the employee is off and then select the type of leave (Annual leave/ Sick leave etc.). If an employee only takes a partial day off you will be required to move the toggle next to the correct day and then enter the number of hours they are off on that particular day.
Viewing leave days and adjusting days for an employee
To view an employeeÕs activity you will need to proceed to Employees > Edit Employee > Time Off > Activity. You will then be taken to the Activity page where you can look at all the activities under each type of leave that particular employee has.
To adjust an employeeÕs leave you will need to proceed to Employees > Edit Employee > Time Off > Adjustment. You are able to make any adjustments to any type of leave from here. You will need to select the type of leave from the tabs. You will then add the date, number of days (if subtracting days add a negative number e.g. -2), and then the reason for the adjustment. After clicking save, if you go back to Activity you should now see the changes made to the relevant leave type.
How to add time-off take on totals
Proceed to Employees and then click on the edit button for the employee in question. You will be taken to the Employee View screen and the second option will be Time Off. Click on Time Off and a second menu will appear and the fifth option will be Take On.
When you click on Take On you will see the below screen appear. Please select the end date of the take on period and then add the value to the closing balance column. Once you have added all the relevant information click on save and then proceed to Activity to make sure the information has been saved correctly.
Please note the system will automatically add the 30 days of sick leave (after 6 months) and 3 family responsibility days (after 4 months). If these figures have not changed you will not be required to add them to the closing balance column.
How to approve Time Off requests
To see any time off requests please proceed to Time Off located in the main menu on the left-hand side. You will see a drop-down menu appear and you will need to click on Time Off Requests.
You will then be taken to the Time Off Requests page and on this page, you will be able to see all requests made by your employees and you can approve or decline their requests.
How to see who is off
To see who is off please proceed to Time Off located in the main menu on the left-hand side. You will see a drop-down menu appear and you will need to click on Time Off Overview.
When you click on Time Off Overview you will be taken to the Time Off Overview showing you a calendar and who is off on which days.
How to manually log Time Off
To manually log time off for an employee you will need to proceed to Employees > Edit Employee > Time Off > Book Time Off.
When clicking on Book Time Off you will be taken to the Book Time Off-page. You will then be required to add the dates for when the employee is off and then select the type of leave (Annual leave/ Sick leave etc.). If an employee only takes a partial day off you will be required to move the toggle next to the correct day and then enter the number of hours they are off on that particular day.
Viewing leave days and adjusting days for an employee
To view an employeeÕs activity you will need to proceed to Employees > Edit Employee > Time Off > Activity. You will then be taken to the Activity page where you can look at all the activities under each type of leave that particular employee has.
To adjust an employeeÕs leave you will need to proceed to Employees > Edit Employee > Time Off > Adjustment. You are able to make any adjustments to any type of leave from here. You will need to select the type of leave from the tabs. You will then add the date, number of days (if subtracting days add a negative number e.g. -2), and then the reason for the adjustment. After clicking save, if you go back to Activity you should now see the changes made to the relevant leave type.
How to add time-off take on totals
Proceed to Employees and then click on the edit button for the employee in question. You will be taken to the Employee View screen and the second option will be Time Off. Click on Time Off and a second menu will appear and the fifth option will be Take On.
When you click on Take On you will see the below screen appear. Please select the end date of the take on period and then add the value to the closing balance column. Once you have added all the relevant information click on save and then proceed to Activity to make sure the information has been saved correctly.
Please note the system will automatically add the 30 days of sick leave (after 6 months) and 3 family responsibility days (after 4 months). If these figures have not changed you will not be required to add them to the closing balance column.