|
A time off benefit entry provides the ability to record how many hours of vacation/sick/personal time off a single employee has available or will accrue over a period of time. Time off benefits are viewed and managed from the Time Off Benefits Summary section of the Employees main window tab. Time off benefits for a specific employee can also be viewed and managed from the time off benefits tab in the Edit Employee window.
| • | Add Time Off Benefit Entry |
| o | To add a time off benefit entry, select "Add Time Off Benefit Entry" from the control panel in the Time Off Benefits Summary section of the Employees main window tab or by clicking the Add button on the Time Off Benefits tab on an Edit Employee window (right-click an employee listed in a table and select Edit). The Add Time Off Benefit form provides the following fields for completion: |
| ▪ | This control determines which employee the time off benefit applies to. |
| ▪ | The benefit type determines how the specified hours are used to calculate the accrued time off benefits. (See the Benefit Accrual Types section for details on each accrual type.) |
| o | Benefits Accrual/Adjustment (Hours) |
| ▪ | This is where the accrued hours are specified. |
| ▪ | These controls determine the start and end date/time for the benefit period. The end date is only taken into consideration when the time off benefits accrue over a period of time, such as with the annual and monthly accrual benefit types. |
| ▪ | If the benefit type is set to Hourly Accrual, this field allows you to specify the hours worked which will be used in calculating the hours accrued. |
| ▪ | This field is available for whatever miscellaneous information you wish to record. |
| o | To edit a time off benefit entry, right-click an entry listed in a table and select Edit. The Edit Time Off Benefit Entry window will then be displayed. When a change has been made, it must be saved in order to take effect. |
See also:
Tutorial: Time Off Benefits
Tutorial: Create a time off benefit policy
Tutorial: Assign a policy to multiple employees at the same time
Tutorial: Create an individual time off benefits entry
Tutorial: Track time off benefits without entering all of an employees historical data
Tutorial: View a time off benefits report
User Guide: Add/Edit Time Off Benefit Entry
User Guide: Bulk Apply Time Off Benefit Policy
User Guide: Sample Time Off Benefit Policies
User Guide: Benefit Accrual Types
|