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PTO schedules provide a way of specifying the days and times an employee is scheduled to out on PTO. This information will show up on the status table and on the calendars. The option to add or edit PTO schedules may be disabled if your user permissions do not allow it. This feature may be hidden if it is disabled in the System Controls. If the PTO request system is enabled in the System Controls, non-administrative users will have to submit a PTO request to a manager in order to add a PTO schedule.
| o | Click on the Add PTO Schedule button on the Object Toolbar or from the Action menu to bring up an add window. Just complete the provided fields and click on the Add PTO Schedule button. There is no limit to how many PTO schedules can be created. |
| o | Double-click on the schedule in the table to bring it up in an edit window. Make any applicable changes and click on the Save and Close button in the menu or toolbar. |
| o | Select the schedule you wish to delete and click the Delete button in the Object Toolbar. You can also delete a schedule by right-clicking the schedule on the table and selecting the Delete option. Another option is to click the Delete button in the toolbar when editing the schedule. |
When adding or editing a PTO schedule, the following fields are available:
| o | This control determines who the PTO schedule will be for. |
| o | This control determines what type of PTO event this schedule is for. The aliases are defined globally using the schedule alias manager. |
| o | These controls determine the PTO start and end date/time. |
| o | This field is for information purposes only. It is not automatically set nor does it have any effect on how the PTO schedule is handled in the system. |
| o | This field is for information purposes only. It is does not have any effect on how the PTO schedule is handled in the system. |
| • | Set status during out-of-office period |
| o | This control determines the status that the user will be set to while the PTO schedule period is active. When the PTO period has ended, the user's status will be set to "OUT". (If a status alias called "PTO" exists in the system, then this status will be used as the default value. It can still be changed if needed.) |
| • | Automatically set memo during PTO period |
| o | This control determines if the user's memo field is changed while the vacation schedule period is active. If the memo is changed, it will also be cleared once the vacation period has ended. |
| o | This text field allows you to set what memo to set while the PTO schedule period is active. This only works if the Memo checkbox is enabled. |
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