Personnel Folders 1.6.1

Create a new personal time off entry

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This tutorial entry will guide you through creating actual data in Personnel Folders. Some instructions will reference data inputted in previous tutorial sections. This is because the instructions are set up to go through all sections from beginning to end. However, looking at the instructions in a single section only should still be sufficient to learn how to accomplish the task.

 


 

1)Select the Schedules main window tab.
2)Select the Personal Time Off Schedules section from the left menu bar.
3)From the schedule controls, select Add Personal Time Off Schedule. (or select Add Personal Time Off Schedule from the Schedules menu)
4)Fill out the Add Personal Time Off form with the following information:
·Employee: Anna Walker
·Alias: Family Leave
·From date: Monday of next week
·To date: Friday of next week
·Total personal time used: 40
5)Click the Add Personal Time Off button at the top of the form.
6)The vacation schedule will now be listed in the table under the employee Anna Walker.

 


 

See also:

User Guide: Add/Edit Personal Time Off Schedule

 



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