Time Off Detail

The Time Off Detail Tab provides the ability to manage Time Off Transaction Records. The Time Off Detail records are summarized on the Time Off Summary Tab.

Time Off Type

The values in this drop-down reflect the Time Off Types defined within the Time Off Types configuration Tab.

Transaction Type

The Transaction Type field includes the following values:

  • Accrued - generally indicates an increase to the Balance as specified in the Units field.
  • Carried Forward - reserved for specifying the number of Units carried forward from one year to the next..
  • Granted - indicates a pending (not yet taken) decrease to the Balance as specified in the Units field.
  • Taken - indicates a completed (already taken) decrease to the Balance as specified in the Units field.

If Accrual Rules are defined within the system then "Accrued" Transaction Records will be created automatically via the Nightly Accrual Process. 

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Adding New Time Off Record

  • From the Actions drop-down menu, click Add New.

    Time_Off_Detail_-_Actions_-_00.png

  • Enter the following information:
    • Time Off Type
    • Transaction Type
    • Units

    Time_Off_Detail_-_01.png

  • Click Add Transaction.
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