Scheduling: Time Off / Leaves: Time Off Types

Process

To get started, navigate to the Time Off app.

Time Off Types

Go to Configuration > Time Off Types. Here you'll see a list of all active Time Off Types. Time Off Types are categories of leave that you, or your employees, may select from when requesting time off.

To create a new Time Off Type, click Create and complete the form that follows.

• Name: Enter the name of the Time Off Type

Options

• Payroll Code: Assign a shortcode to this type for easy reference.

• Take Time Off in: Select the increments this type should be used in. 

Allocation Requests

• Mode: This will allow you to choose how an allocation request can be made.

  • No Limit: This means that there is no allocation by default and users can freely request time off. When selected, you'll be prompted to select the Time Off Officer's name from the Responsible field below.

  • Allow Employees Requests: This will be allocated by HR, and users can request time off and allocations.

  • Set by Time Off Officer: This will be allocated by HR and cannot by bypassed, and users can request time off. When selected, you'll be prompted to select the Time Off Officer's name from the Responsible field below.

• Approval: This option will only appear if the mode Allow Employees Requests is selected.

  • By Time Off Officer: Requires someone in the Time Off Officer role to validate. When selected, you’ll be prompted to select the Time Off Officer’s name from the Responsible field below. 

  • By Employee's Manager: Requires someone in the Team Leader role to validate.

  • By Employee's Manager and Time Off Officer: Requires both Time Off Officer and Team Leader validation. When selected, you’ll be prompted to select the Time Off Officer’s name from the Responsible field below. 

Work Entries: Select the applicable Work Entry. To create a new entry, select Create AND EDIT... from the drop-down. To see how to configure this, view the Work Entry Section below.

Validity: If this time-off type can only be requested within a specific date range, enter the starting From date and the ending To date that applies.

Time Off Requests

• Approval: 

  • No Validation: Time Off requests will not require validation.

  • By Time Off Officer: Requires someone in the Time Off Officer role to validate. When selected, you’ll be prompted to select the Time Off Officer’s name from the Responsible field below. 

  • By Employee's Manager: Requires someone in the Team Leader role to validate.

  • By Employee's Manager and Time Off Officer: Requires both Time Off Officer and Team Leader validation. When selected, you’ll be prompted to select the Time Off Officer’s name from the Responsible field below. 

When you've completed the Time Off Type form, click Save.

Work Entry Types

Complete the following:

• Name: Enter the name of the Work Entry Type.

• Code: Enter a shortcode for the work entry type.

• Sequence: You can leave this at the default value. It indicates the order sequence when displayed with other entry types.

• Time Off: Select if this indicates planned Time Off. Selecting this option displays an additional field:

• • Time Off Type: Select the type(s) of Time Off this qualifies as. 

• Unforeseen Absence: Select if this indicates an Unforeseen Absence.

• Display in Payslip

• • Rounding: Indicate if and how this time should be rounded for payslip data.

When you've completed the Work Entry Type form, click Save.