The Time off tab on an employee

What this does

The Time off tab shows each balance an employee has. You put the employee on a policy here, and you can adjust or pay out a balance.

Put an employee on a policy

1. Open the employee and choose the Time off tab.
2. If it says "{name} is not on a time-off policy yet", choose Put on a policy. If no policy exists, choose Time off policies to make one.
3. Pick the Policy.
4. Enter Starts. Pay periods ending on or after this day accrue.
5. Enter the Opening balance, what the employee already has. For vacation pay it is suggested from this year's pays.
6. Save.

Read a balance

Each policy shows Balance, Accrued this year, Taken this year, Requested, Available, the years of service and "Next reset {date}". Choose History to see every movement.

Adjust a balance

1. Choose Adjust.
2. Enter the Change. Positive adds to the balance. Negative takes away.
3. Enter the Date and a Reason.
4. Save.

Pay out a balance

1. Choose Pay out.
2. Enter How much.
3. Save. It comes off the balance now and is paid on the next pay run. The line says "waiting for the next pay" until then.

Take an employee off a policy

Choose Take off this policy. The history stays.

Good to know

• An employee can be on several policies, such as vacation and sick time.
• Requests for time off are recorded here or on the Time Off screen. See Time off requests and approval.
• The balance is a total of ledger movements. See Time off balances as a ledger.