This will take you to the Time Off Balance Detail page. To edit the Balance (or Accrual Rate), click the "Edit" pencil icon for the appropriate Leave Type: You can toggle between "All" and only the "Available" Leave Types: Organizations with Leave Type List Controls on will by default only see the Leave Types that are available to that employee. Organizations using the Time Off Accruals Module will also see the monthly accrual rate and whether Approval is Required. Then, scroll to the "Time Off Balance and Accruals" section of their Person Details page. You can view the current balance of each Leave Type. First, go to the Company -> People page and choose the employee. Only those Leave Types will be available to the people in that Employment Type.Īdministrators (and Managers with the ability to Add/Edit People) will be able to make changes to an employee's Time Off Balance at any time. Now check the boxes for the Leave Types you'd like this Employment Type to use and click "Update" to save the changes. Go to the Leave Type Availability tab and click "Edit Section": Then click the "edit" pencil icon for the Employment Type. To determine what Leave Type should be available by Employment Type, go to the Company -> People page and then click "Employment Type": Only employees in that Employment Type will have access to that Leave Type. Click "Edit Section" to change which Employment Types can access this Leave Type:Ĭheck the appropriate boxes and then "Update". There should be a tab for Leave Type Availability. Then click the "edit" pencil icon for the Leave Type. We'll cover Leave Type changes first - first, go to the Leave Type List View page from the Company -> Preferences page: You can change this by either the Leave Type or the Employment Type. If you turn Leave Type List Controls "On", all Leave Types will not be available to any Employment Types by default. ![]() ![]() Employment Type is a field on the Person Details page for each employee: This will allow you to modify available Leave Types by the Employment Type of a person. If you want to limit which Leave Types someone can use, this can be done by turning Leave Type List Controls on from the Company -> Preferences page (please see here for more details on the Company Preferences page): These default settings will apply to new employees and can be edited during the creation of a new employee, or at any time afterward.įor more details on adding new employees, please see the Create a New ClickTime User guide here.īy default, all Leave Types will be available to every employee. Organizations using the Time Off Accruals Module will also see options to specify the "Accrual Rate" and "Maximum Accrual": Click the "Edit Section" button to modify these settings:Īll Organizations can specify the "Starting Balance" for a new employee: For more details on the additional Time Off Request and Approvals feature, please see the Managing Time Off Request and Approvals Guide here.Įach Leave Type has a "Person Defaults" setting section where you can set the Default Settings for any new employees that are added to the system. Organizations using our Time Off and Accruals Module will see additional columns that indicate whether this Leave Type Requires Approval or Not, as well as whether the Balance is displayed on the Time Entry pages.įor more details on Adding/Editing Leave Types, please see the Leave Types Guide here. To Edit an existing Leave Type, click the "Edit" pencil icon for the appropriate Leave Type: To Add a new Leave Type, click "Add Leave Type" to create a new type of Leave: You can add (or edit) the available Leave Type options from the Company -> Preferences -> Leave Types page: Of those, Company Holiday, Sick Leave, and Vacation will immediately be active and available, while Comp Time and Personal Time will need to be activated before employees will be able to log time to them. For a trial of the Time Off Management Module, please contact ClickTime Support.īy default, every ClickTime account includes 5 Leave Types: Comp Time, Company Holiday, Personal Time, Sick Leave, and Vacation. You can learn more about the automated Time Off Accruals features here, and the Time Off Request and Approvals workflow here. This guide will go over the features available to all ClickTime accounts. Every ClickTime account can set up Leave Types, manually adjust current balances, track Time Off, and more. ![]() ![]() ClickTime supports a variety of Time Off features.
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