SET TIME OFF FOR AN EMPLOYEE
- Click into your PEOPLE section.
- Click on the name of the person you want to add allocated vacation/sick days for.
- Click into the EMPLOYMENT section.
- Click on the purple EDIT EMPLOYMENT button.
- Scroll down to the TIME OFF section. This is a space to add data points for time-off accruals, including historical information to have the system generate various related reports.
- Fill in Starting Values (the values entered here are for the employee's remaining time off for the rest of the year).
- Mandated Vacation
- The amount of government mandated vacation. This value is used to display a more accurate accounting of additional vacation value for employees.
- Vacation
- EDO
- Wellness
- Other
- Mandated Vacation
- You can also add Accrual Rates
- Here, you can enter the number of days off that the employee earns per year. Note: if the employee starts earning more time off, do not change this entry. Instead, add another entry using the + TIME OFF button.
- The data entered below should correspond to changes in the rate time off is earned. For instance, the date when an employee begins earning 4 weeks of vacation instead of 3.
- Click the SAVE EMPLOYEE button.