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  • New Feature: Employee Time Off Requests (PTO)

New Feature: Employee Time Off Requests (PTO)

by Carla Rose / Friday, 15 May 2020 / Published in New features, Scheduling
Time Off

Managing your team’s availability just got a whole lot easier! Our latest release allows employees the ability to request time off so when you create the next schedule you can easily see who is available and when. 

To get started simply add the time off codes (sick, vacation, etc) in Time Tracker, block any days or dates and you’re pretty much done. Now when your employees send a leave request you can easily approve or deny in seconds.

How to enable time off

Keep track of employee paid and unpaid vacation, sick days and holiday leave. To enable time off login and go to the Admin Tab. The time off settings can be found in two places depending on your preferred time tracking method: 1. “timer settings” or 2. “time card settings”. 

Click on Enable Time Off and check off the options that are relevant. A yellow success banner will appear when settings have been saved.

Setting up time off codes

Click on the orange Add a New Code button to create a time off code. Admins can also mark the code as paid or unpaid, assign the code to specific employees, and track accruals for a particular job code.

employee schedule

If “track accruals” is selected Admins can select specific accrual rules in order to determine how employees will accrue hours for the job code.

Employee time off requests

Employees can create time off requests by logging into their Time Tracker app and clicking on Entries | Time Off tab. From here they can view and manage previous time off requests or submit a new time off request by clicking on the orange Add Time Off button. 

Employees can select a time off code, the date and time at which they plan on taking the time off, and any notes that they wish to add. They can also click the Add Date button for time off requests that span multiple days.

Time off approvals

Once an employee submits a time off request the Admin can view the requested time off entries and choose to either approve or reject the time off request.

Time off balance

Once an employee takes time off the hours will be deducted automatically from the time off hours available by each code type. To view balance go to Admin | Manage Users | Select User and then click on Time Off Balances tab.

Time off entries shown on Time Tracker schedule

Approved time off entries will show on the employee’s schedule in Time Tracker. If a note was attached to the entry a notes icon will appear. The employee can click on the icon to see the notes. 

 

Tagged under: Employee time off, Time off schedule

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