Personnel Folders 1.6.1

View a time off benefits report

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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 Employees main window tab.
2)Select the Time Off Benefits Summary section from the left menu bar.
3)Select the employee Julie Berry from the display filter.
4)All accrued and used vacation/sick/personal time off will be displayed in the table.

 

Note:  You can double-click on a summary item to expand the records for that year.

 


 

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

User Guide: Add/Edit Time Off Benefit Policy

User Guide: Add/Edit Time Off Benefit Entry

User Guide: Bulk Apply Time Off Benefit Policy

User Guide: Sample Time Off Benefit Policies

 



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